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Last update: 2022-04-14

Create a customer

You must be logged in to Sophos Mobile Admin as a super administrator to perform this task.

  1. On the menu sidebar, under MANAGE, click Customers.
  2. Click Create customer.
  3. On the Edit customer page, configure the following settings.

    Option Description
    Name The customer's name.
    Description Text to describe the purpose of the customer account.
    Maximum number of licenses The number of device users and unassigned devices that can be managed for the customer.
    Advanced licenses If selected, the customer can manage Sophos Intercept X for Mobile, Sophos Secure Workspace, and Sophos Secure Email.
    Valid until The expiration date for the licenses that are assigned to the customer. After that date, you cannot create new tasks for devices that are managed for the customer.
    Deactivate account If selected, logging in to that customer is disabled. As super administrator, you can still switch to the customer's view, using the customer list in the page header. A deactivated account can be activated again by deselecting the Deactivate account check box.
    Activated platforms Select the platforms for which devices can be enrolled.
    Device privacy settings Select Allow users to locate devices to enable users to locate their devices if they are lost or stolen.

    Select Allow admins to locate devices to enable administrators to locate devices.

    Select Show installed apps to show the installed apps in the device details.

    Clone settings Select the Settings and packages check box if you want all policies, bundles, and packages created in the super administrator account to be available in the customer’s account.
    User directory Select the data source for the Sophos Mobile Self Service Portal users to be managed by Sophos Mobile. Choose from:
    • None. No SSP, user-specific policies, or LDAP administrators available.: This disables the creation of user accounts for Sophos Mobile Self Service Portal, and the lookup of accounts for Sophos Mobile Admin from an LDAP directory.
    • Internal directory: Use internal user management for Sophos Mobile Admin and the Sophos Mobile Self Service Portal.
    • External LDAP directory: In addition to internal user management, you can lookup accounts for Sophos Mobile Admin and Sophos Mobile Self Service Portal from an LDAP directory. Click Configure external LDAP to specify the server details. See Configure external directory connection.
  4. Click Save.

The customer is created.

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