# Customer Registration

The **Customer Registration** module enables organizations operating in **MSP** (Management Service Provider) mode to create and manage customer accounts within the Infraon platform.

This module is required when a single organization manages multiple customers (tenants) and needs:

* Logical segregation of customer data
* Customer-wise asset mapping
* Customer-specific user access
* License allocation and tracking per customer
* Entity-level structuring under a customer

Customer Registration ensures that assets, users, licenses, reports, dashboards, and monitoring configurations are mapped and isolated based on the selected Customer or Entity.

When MSP is disabled, this module is not available, and the organization operates in a single-tenant model.

## **What you see on the screen**

**Customer Registration | Basic Details**

<table><thead><tr><th width="155.4000244140625">Label</th><th width="186.4000244140625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Search</strong></td><td>Enter text to search</td><td>Allows you to search customers by Customer Name or Customer Code.</td></tr><tr><td><strong>Filter</strong></td><td>Click to apply filters</td><td><p>Filters customers using:<br></p><ul><li><strong>Fields:</strong> Customer Name and Customer Code</li><li><strong>Conditions:</strong> in, not in, equal to, not equal to, contains, and not contains.</li></ul></td></tr><tr><td><strong>Add Customer</strong></td><td>Click to add</td><td>Opens the Add Customer sidebar to create a new customer with customer details, entities, roles, dashboards, and license allocation.</td></tr><tr><td><strong>Customer Card</strong></td><td>Click on card</td><td><p>Displays customer summary including:<br></p><ul><li>Customer Name</li><li>Customer Code</li><li>Assets Count</li><li>Users Count</li><li>Entity Count</li></ul></td></tr><tr><td><strong>Edit</strong></td><td>Click edit icon</td><td>Opens the selected customer in edit mode to update customer details, entities, or license allocation.</td></tr><tr><td><strong>Delete</strong></td><td>Click delete icon</td><td>Deletes the selected customer after confirmation.</td></tr><tr><td><strong>Customer License</strong></td><td>Click icon</td><td>Opens the Customer License Sidebar displaying allocated and used license counts per license type.</td></tr></tbody></table>

## **Add Customer**

* To create a new customer, click **Add Customer** on the top panel.

![](https://content.gitbook.com/content/E4mkwSP8a1BSD9BFNFav/blobs/zfiKQNhRoX7bJqDNTr5A/Unknown%20image)

* In the Add Customer sidebar, provide the required information across the following sections:
  * **Customer Details**
  * **Entity Details**
  * **Settings**
  * **License Allocation**

**Customer Details |** Add Customer

<table><thead><tr><th width="167.4000244140625">Label</th><th width="220.4000244140625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Customer Name *</strong></td><td>Enter customer name</td><td>Defines the customer identifier within the organization.<br><br><strong>Example:</strong> Airtel</td></tr><tr><td><strong>Code *</strong></td><td>Enter unique customer code</td><td>Unique reference code used for mapping and identification.<br><br><strong>Example:</strong> AIR001</td></tr><tr><td><strong>Domain</strong></td><td>Enter domain name</td><td>Specifies the customer’s primary domain.<br><br><strong>Example:</strong> airtel.com</td></tr><tr><td><strong>Business Email</strong></td><td>Enter official email</td><td>Used as the primary communication email for the customer.<br><br><strong>Example:</strong> <a href="mailto:enterprise@airtel.com">enterprise@airtel.com</a></td></tr><tr><td><strong>Phone Number</strong></td><td>Select country code and enter number</td><td>Contact number associated with the customer.<br><br><strong>Example:</strong> +1 25********8</td></tr><tr><td><strong>Website</strong></td><td>Enter website URL</td><td>Official website of the customer.<br><br><strong>Example:</strong> <a href="https://www.airtel.com/">https://www.airtel.com/</a></td></tr><tr><td><strong>Subscription ID</strong></td><td>Enter subscription reference</td><td>Identifier for subscription or contract tracking.<br><br><strong>Example:</strong> SUBAIR2026001</td></tr><tr><td><strong>Is Active</strong></td><td>Toggle On/Off</td><td>Enables or disables the customer in the system.</td></tr><tr><td><strong>Location Name</strong></td><td>Enter location name</td><td>Primary operational or registered location name.<br><br><strong>Example:</strong> Airtel Corporate HQ</td></tr><tr><td><strong>Country</strong></td><td>Enter country</td><td>Country where the customer operates.<br><br><strong>Example:</strong> United States</td></tr><tr><td><strong>Region</strong></td><td>Enter region</td><td>Regional classification within the country.<br><br><strong>Example:</strong> North America</td></tr><tr><td><strong>State</strong></td><td>Enter state</td><td>State of the customer location.<br><br><strong>Example:</strong> New York</td></tr><tr><td><strong>District</strong></td><td>Enter district/county</td><td>County within the state (if applicable).<br><br><strong>Example:</strong> New York County</td></tr><tr><td><strong>City</strong></td><td>Enter city</td><td>City of the customer location.</td></tr><tr><td><strong>Pin Code</strong></td><td>Enter postal code</td><td>ZIP code of the location.<br><br><strong>Example:</strong> 10036</td></tr><tr><td><strong>Landmark</strong></td><td>Enter nearby landmark</td><td>Reference point near the customer location.<br><br><strong>Example:</strong> Near Bryant Park</td></tr><tr><td><strong>Flat, House No., Building, Company</strong></td><td>Enter address line 1</td><td>Primary address details.<br><br><strong>Example:</strong> 1095 Avenue of the Americas</td></tr><tr><td><strong>Area Colony, Street, Sector, Village</strong></td><td>Enter address line 2</td><td>Secondary address details.<br><br><strong>Example:</strong> Midtown Manhattan</td></tr></tbody></table>

![](https://content.gitbook.com/content/E4mkwSP8a1BSD9BFNFav/blobs/l2JhpeU4uY5t2aw1cVn8/Unknown%20image)

After entering the required details, click **Next** to proceed to the **Entity Details** section.

**Entity Details |** Customer Details

The Entity Details tab allows you to create and associate **one or more entities** under a customer. An entity represents a logical or operational subdivision of a customer, such as a branch, department, region, or business unit. Each entity can maintain its own contact and location information while remaining mapped to the parent customer.

Entities help segregate assets, users, reports, and configurations within a customer scope when MSP is enabled.

![](https://content.gitbook.com/content/E4mkwSP8a1BSD9BFNFav/blobs/oskA5OSPSgudlCYarT66/Unknown%20image)

Click **Save** to create the entity and associate it with the customer. After the entity is added, click **Next** to proceed to the **Settings** configuration.

**Settings |** Customer Details

<table><thead><tr><th width="150.60003662109375">Label</th><th width="161.20001220703125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Full Logo</strong></td><td>Upload image file (Drag &#x26; Drop or Browse)</td><td>Upload the complete company logo displayed on the top-left of the application (expanded menu) and in exported documents.<br><br><strong>Recommended Size:</strong> 320 × 80 px<strong>Formats:</strong> png, jpeg, jpg (Max 20 MB)</td></tr><tr><td><strong>Logomark / Icon</strong></td><td>Upload image file (Drag &#x26; Drop or Browse)</td><td><p>Upload the compact logo icon displayed when the side menu is collapsed.</p><p></p><p><strong>Recommended Size:</strong> 80 × 80 px<strong>Formats:</strong> png, jpeg, jpg (Max 20 MB)</p></td></tr><tr><td><strong>Supported Admin Role</strong></td><td>Select role from dropdown</td><td><p>Select the <strong>admin role</strong> assigned to the customer for managing configurations and operations.</p><p></p><p><strong>Example:</strong> Customer Admin</p></td></tr><tr><td><strong>Supported Reports</strong></td><td>Select reports from dropdown</td><td><p>Select the reports accessible to the customer admin users. Multiple selections can be configured.</p><p></p><p><strong>Example:</strong> Policy Audit Report, Network Compliance Report, CLI Job Report</p></td></tr><tr><td><strong>Supported Dashboards</strong></td><td>Select dashboards from dropdown</td><td><p>Select dashboards available to the customer admin users.</p><p></p><p><strong>Example:</strong> NCCM Dashboard, Compliance Overview Dashboard</p></td></tr></tbody></table>

![](https://content.gitbook.com/content/E4mkwSP8a1BSD9BFNFav/blobs/vaG0GV7vQ8Zg2zq1NSse/Unknown%20image)

Click **Next** to proceed to the **License** configuration.

**License |** Add Customer

The License tab is used to allocate **license counts** to the customer for users and assets. This section defines how many resources the customer is permitted to use within the organization.

![](https://content.gitbook.com/content/E4mkwSP8a1BSD9BFNFav/blobs/f5gkpz4F97gT3kNYNK8m/Unknown%20image)

The configured values determine the operational limits for that customer and are validated against the organization’s available license pool. This tab includes:

* **User License Count**
  * User Count
  * Technician User Count
* **Asset License Count**
  * IT Asset Count
  * Non-IT Asset Count
  * Mobile Device Count
  * Availability Monitoring Count
  * Performance Monitoring Count

Each value entered here controls how many corresponding users or assets the customer can manage within the platform.

{% hint style="info" %}
**Note:** Fields marked with an asterisk **(\*)** are mandatory and must be completed before proceeding.
{% endhint %}

After entering all required details, click **Submit** to create the customer.