mirror of
https://github.com/prowler-cloud/prowler.git
synced 2026-10-04 02:04:06 +00:00
99 lines
5.1 KiB
Plaintext
99 lines
5.1 KiB
Plaintext
---
|
|
title: "Onboarding Customers and Accessing Their Tenants"
|
|
sidebarTitle: "Onboarding Customers"
|
|
---
|
|
|
|
Adding a customer in Prowler for MSPs and MSSPs provisions a Prowler Cloud tenant for that organization and links it to yours. From then on you can open that tenant from the console and work inside it on the customer's behalf.
|
|
|
|
## Add a Customer
|
|
|
|
If you are a Superadmin, select **Customers** in the sidebar, then click **Add Customer** to open a three-step wizard.
|
|
|
|
<Note>
|
|
In the Partner Portal UI, the **Add Customer** action is currently shown to Superadmins. Organization Admins manage existing customers but do not see the action.
|
|
</Note>
|
|
|
|
<Steps>
|
|
<Step title="Create A Customer Profile">
|
|
Enter the **Customer Business Name** and confirm the **Region**. The name must be unique within your partner organization; a duplicate is rejected inline. Click **Next**.
|
|
|
|

|
|
</Step>
|
|
|
|
<Step title="Set Their Billing Plan">
|
|
Under **Choose your plan**, switch between **Monthly** and **Annual** and pick the plan the customer starts on. Click **Create Customer**. See [Billing and Customer Plans](/user-guide/tutorials/prowler-for-msps-billing) for what the annual plan asks for.
|
|
|
|

|
|
</Step>
|
|
|
|
<Step title="Launch Their Customer Workspace">
|
|
Wait while the tenant is created and linked to your organization. A banner then confirms that the customer was created on trial or that paid-plan enrollment was submitted. Click **Go To Organization** to head straight there and start connecting cloud providers, or **Close** to return to the customer list.
|
|
|
|

|
|
</Step>
|
|
</Steps>
|
|
|
|
Customer creation waits for tenant provisioning to finish. A successful submission adds the customer as **Active**. If you selected a paid plan, enrollment continues asynchronously and the billing status updates when it completes.
|
|
|
|
## The Customers View
|
|
|
|
**My Customers** lists every customer you can reach.
|
|
|
|

|
|
|
|
Each row carries:
|
|
|
|
| Column | What it shows |
|
|
|---|---|
|
|
| **Customer Business Name** | The customer's name |
|
|
| **Providers** | Icons for each cloud provider connected in their tenant |
|
|
| **Cloud Accounts** | Number of provider accounts under scan |
|
|
| **Resources** | Resources discovered by the latest scan |
|
|
| **Failed Findings** | Failed findings from the latest scan |
|
|
| **Billing Type** | The customer's current plan, shown as **Trial**, **Pro Monthly** or **Pro Annual** |
|
|
| **MTD** | Month-to-date spend |
|
|
| **Last Month Expenses** | Previous month's total |
|
|
| **Status** | The customer's current status |
|
|
| **Last scan completed** | When the most recent scan finished |
|
|
|
|
Above the table, search by name and filter by provider or status. The download button at the top right of the table exports the list.
|
|
|
|
## Open a Customer's Prowler Cloud Tenant
|
|
|
|
Open the actions menu at the end of a customer's row and choose **Access Organization**. You are redirected into that customer's tenant in Prowler Cloud, signed in as yourself acting on their behalf.
|
|
|
|
While you are in the tenant you see what a customer administrator sees, and every action is recorded in the Prowler Cloud audit log against both your identity and the customer you are acting for.
|
|
|
|
Opening a tenant requires a role with **Access tenants**. The action fails with a clear message if you lack permission, if the customer no longer exists, or if the tenant is not ready.
|
|
|
|

|
|
|
|
**Change plan** only appears while the customer is on trial or its trial has expired. See [Billing and Customer Plans](/user-guide/tutorials/prowler-for-msps-billing).
|
|
|
|
## Edit a Customer
|
|
|
|
Choose **Edit** from the row actions to open the **Edit customer** panel and rename the customer. The new name must still be unique within the partner organization.
|
|
|
|
## Link an Existing Customer with Your Partner Code
|
|
|
|
Each approved partner organization carries a **Partner Code**, shown on **Settings → Profile** with the helper text *"Share this code with customers to link their accounts."* A customer who already runs Prowler Cloud can use that code to request a link to you, rather than having you provision a fresh tenant.
|
|
|
|
<Note>
|
|
The customer-side flow that consumes the Partner Code is rolling out progressively in Prowler Cloud. Confirm availability with your Prowler contact before sharing the code.
|
|
</Note>
|
|
|
|
## Customer Self-Access
|
|
|
|
Your customers keep signing in to [cloud.prowler.com](https://cloud.prowler.com) with their own users. Your access is additive — it neither replaces nor restricts theirs.
|
|
|
|
## Next Steps
|
|
|
|
<Columns cols={2}>
|
|
<Card title="Billing and Customer Plans" icon="credit-card" href="/user-guide/tutorials/prowler-for-msps-billing">
|
|
Customer plans and revenue reporting.
|
|
</Card>
|
|
<Card title="Managing Your Team" icon="users" href="/user-guide/tutorials/prowler-for-msps-team">
|
|
Invite team members and assign roles.
|
|
</Card>
|
|
</Columns>
|