Customers

The Sophos Central Customers page contains the list of your Sophos Central Admin customers and shows the status of their licenses.

Go to My Business > Customers.

If your customers use Sophos Central Admin, you can request their approval for you to be able to manage their accounts and help them with some management tasks or alert resolution.

Click Show my protection only to view the active license categories.

To search for a customer, enter the customer's name.

To display all the records again, clear the search field.

Selecting a customer's name opens the customer's contact info pop-up.

You can unlink customer accounts. See Unlink customer accounts.

You can also see if your customer belongs to a group.

Create Monthly Account

You must be a Managed Service Provider (MSP) Flex partner to create a monthly usage account.

You can create managed usage accounts, click Create Monthly Account.

You can convert trial accounts to monthly usage accounts. See Update billing type.

If you're using flex licensing you may not be able to enroll your customers into early access programs. This is because of licensing limitations. Flex licenses are monthly licenses that aren't compatible with most early access programs.

Launch customer

Choose a customer and click Launch customer. This opens your customer's Sophos Central Admin account.

Partner Assistance is turned on automatically in the following circumstances:

• If you create a trial for a customer.

  If a customer creates a trial themselves, they have to turn it on in their Sophos Central Admin account.

• For Monthly Usage accounts. You must be a Managed Service Provider (MSP) Flex partner to create a monthly usage account. See Monthly Usage Account.

• For Managed Customer Orders (Sophos MSP Flex Connect Orders). You must be a MSP Flex Connect partner to manage these accounts.

If required, your customer's Sophos Central administrator can turn on Partner Assistance. See Sophos Support.

Upload customer logo

You can upload a customer's logo and integrate your branding alongside it. The logo displays when you export dashboard snapshots or Endpoint and Server PDF reports from your customer's Sophos Central Admin account.

See Reports or Export customer dashboards.

To upload a customer's logo, do as follows:

1. On the Customers page, select a customer that you want to upload a logo for.

2. Click Launch customer.

   Your customer's Sophos Central Admin account opens.

3. Upload your customer's logo from their Sophos Central Admin account. See Co-branding.

See customer details

To see the groups your customer belongs to and the licenses they have, select the customer and click Customer Details.

This opens a page listing the customer's groups and licenses.

You can add your customer to an existing group from this page. To do this, select a group and click Save.

For more information, see the following:

• Licenses
• Groups

Export customer dashboards

You can export a snapshot of a customer's dashboard to a PDF and use it as a report.

The PDF shows all the widgets in the dashboard arranged as they are on screen, but with an added header and footer.

To export a dashboard, do as follows:

1. Go to My Business > Customers.
2. In the list of customers, select a customer.
3. Click Launch customer. This opens the customer's Sophos Central Admin account.
4. Go to Dashboards > Manage dashboards.
5. Click the dashboard you want to export.

6. In the dashboard, click the Download icon in the upper right of the page.

   

   A PDF is generated and downloaded.

7. Go to your Downloads folder and open the PDF.

   The PDF shows the partner co-branding logo (if available) on the left side of the header.

   It shows the customer co-branding logo (if available) on the right side of the header. For details of customer co-branding, see Upload customer logo.

   

Change customer account name

If the account name for a customer that is shown in Sophos Central Admin is incorrect, in Sophos Central Partner change it as follows:

1. Select the customer's name to open Contact Info.
2. Next to Name shown as, click Edit.
3. Change the name.
4. Click Save.

The new name is shown in Sophos Central Admin and in your Cloud Service Account in Salesforce.

Managed customer order subscriptions

If you can create Sophos MSP Flex Connect Orders, you can also see these subscriptions and their associated licenses on this page. They're tagged with a dollar icon. You can see the status of their licenses and open their Sophos Central Admin account. You can also see their contact details.