Adding an End Customer

After setting up the customer portal, you can add your end customers and assign integrators or installers to your customers.
Complete the following steps to add an end customer.
  1. On the navigation bar, select My Customers > MSP Customers.
    The MSP Customers page is displayed.
  2. On the MSP Customers page, click Add Customer.
    The Add Customer Account page is displayed.
    Addr validation feature. ACX-103137 - Account Config is new and updated
  3. Enter a unique customer name in the Customer Name field.
  4. Type the address in the Address field, then select a validated option from the suggestion list.

    The system automatically populates the validated address. You cannot manually type and save the address. If you do not select a suggestion, or if the system cannot validate the address, you see an error prompting you to select an address from the suggestion list.

    Addr validation feature. ACX-90720
  5. Add tags by typing in the Tags field, where a dropdown will automatically show existing tag suggestions that you can select. If the tag does not already exist, simply type the new tag name and press Enter to create it.
    These tags allow MSP Admins to label, categorize, and organize MSP End Customers using custom, user‑defined keywords. These tags also help in filtering and searching customer accounts.
    Note: You can add up to 20 tags per End Customer, and each tag must begin with an alphabet, be no longer than 60 characters, use only letters (A–Z, a–z), numbers (0–9), or the special characters (such as -, #, :, ., $, *, and _) and cannot contain spaces.
    ACX-106818 UG - EC Tagging for MSP/HSP Models
  6. Click Manage next to MSP Delegations.
    The Manage MSP Delegations sidebar is displayed, defaulting to the Users tab.
    1. Select one or more MSP administrators by clicking the checkbox alongside each user's name.
      You can use the Search option to display only the table entries matching the specified Name or Email; enter a minimum of two characters. You can sort the list by clicking the associated column header.
    2. Select a system role from the Role drop-down list.

      Manage MSP Delegations - Users Tab

    3. Click the Privilege Groups tab.

      Manage MSP Delegations - Privilege Groups Tab

    4. Select one or more MSP Privilege Groups by clicking the checkbox alongside each privilege group's name to assign custom roles.
      You can use the Search option to display only the table entries matching the specified Name or Associated Admins; enter a minimum of two characters. You can sort the list by clicking the associated column header.
      Note: From Administration > Account Management > Users & Privileges > Privilege Groups > Add Privilege Group, the Privilege Group with the scope set to All MSP Customers is selected by default and cannot be modified. In contrast, a Privilege Group with the scope set to Specific Customer(s) allows you to change its scope at any time by selecting or clearing the checkbox.
    5. Click Save.
      Note: The MSP Delegations section on the Add Customer Account page displays the role of Users and the associated Privilege Groups in parentheses.
  7. Click Manage next to Integrator.
    The Manage Integrator sidebar is displayed. The page lists existing integrators that you can assign to the end customer.
    • Select one or more integrators.

      You can use the Search option to display only the table entries matching the specified Name; enter a minimum of two characters.

    • Click Save.
  8. Click Manage next to Installer.
    The Manage Installer sidebar is displayed. The page lists existing installers that you can assign to the end customer.
    • Select one or more installers.

      You can use the Search option to display only the table entries matching the specified Name; enter a minimum of two characters.

    • Click Save.
  9. (Optional) Toggle the Customer Administrator switch on to add a customer administrator.
    Complete the following steps to add a customer administrator.
    1. Enter the administrator’s email address in the Email Address field.
    2. Enter the first and last name of the administrator in the First Name and Last Name fields.
    3. Select a role from the Privilege Group drop-down list.
  10. Click Next.
    The Subscriptions page is displayed.

    Add Customer Account - Subscriptions
    ACX-107090

  11. Select the Service Tier for the end customer. The options are:
    Service Tier is moved to Subscriptions page as per ACX-107090
    • Essentials: If you select Essentials, the customer cannot benefit from certain advanced features including Service Validation, Config Change, and Video Call QoE.
    • Professional: If you select Professional, the customer can benefit from advanced features such as Service Validation, Config Change, and Video Call QoE.
      This service tier is removed (ACX-89568).

    In RUCKUS One, MSPs are at the Professional tier by default, and end customers inherit the MSP tier. However, now MSPs have the flexibility to choose the Service Tier as Essentials or Professional for their end customers.

      Note:
    • You can upgrade or downgrade the subscription tier any time. For more information, refer to Editing an End Customer.
    • To view the service tier in the tenant portal, click Manage My Account to go to the tenant portal for your own RUCKUS One account. Select Administration > Account Management > Subscriptions.
  12. Select the Start service in mode for the end customer.
    By default, Trial Mode is selected. The Trial Mode section displays Device Networking (trial licenses), Trial Start Date and Trial End Date.
    Note: The Trial Mode subscription is valid for a maximum of 30 days, starting from the date of activation. Once the trial period ends, the subscription becomes inactive. The status can be viewed on the MSP Customer page, and network services are interrupted until a paid subscription is activated.
    Note: You can upgrade from Trial Mode to Paid Subscription. For more information on licensing, refer to the RUCKUS One Subscriptions Licensing Guide.
    ACX-107090
    The Extended Trial Mode section displays Device Networking, Service Start Date and Service Expiration Date. Based on the current configuration, the minimum licenses required are computed and displayed.

    Note: To ensure accuracy, the system validates the service details by checking that the Service Expiration Date is valid and that a Device Networking license is available. If both checks succeed, the service is accepted; if either check fails, a message is displayed instructing you to recheck the service details.

  13. For Paid Subscription, specify the Device Networking and the Service Expiration Date.
    • Enter the required license counts in Device Networking and Solution Token fields.
    • Select the Service Expiration Date from the drop-down list. The options include Custom date, Five Years, Three Years, One Year, 90 Days, 60 Days, and 30 Days. The date auto‑populates in all cases except Custom date. Select a date when Custom date is selected.

    Add Customer Account - Paid Subscription

  14. Click Next.
    The Account Configs page is displayed.
  15. Toggle the Enable application-recognition and control switch on to enable this setting. This setting specifies whether Application Recognition and Control (ARC) is enabled or disabled by default for the WLAN networks of newly added MSP customers.
    Note: The configuration follows the setting at the MSP administration level. Only Prime Admins and Administrators can override this setting.
    ACX-74153
  16. Select one or more tags in the Tags field. These tags are used to select default templates that will be applied when an MSP end customer is created.
    The Tagged Templates list updates automatically based on your tag selections.

    Add Customer Account - Account Configs

    Addr validation feature. ACX-103137 - Account Config is new and updated
  17. (Optional) Perform one of the following actions for templates that support overrides (for example, Venue templates):
    1. Click Override Template.
      The Override Venue Template dialog box is displayed.
    2. Edit fields such as Venue Name, Description, and Address.
    3. Click Override.
      The Edit Override and Delete options are then displayed for overridden Venue templates.
    4. (Optional) Click Edit Override to update an existing override.
    5. (Optional) Click Delete to remove an override.
      All selected templates and overrides are automatically applied to the customer after account creation.
    Addr validation feature. ACX-103137 - Account Config is new and updated
  18. Click Next.
    The Summary page is displayed.
  19. Review the customer information and verify that selected tags and selected templates appear correctly on the Summary page.
  20. Click Add Customer.
The newly added customer appears on the MSP Customers page.
Parent topic: MSP Customers