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105 lines
5.3 KiB
Plaintext
105 lines
5.3 KiB
Plaintext
---
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title: "Onboarding Customers and Accessing Their Tenants"
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sidebarTitle: "Onboarding Customers"
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---
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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.
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## Add a Customer
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Select **Customers** in the sidebar, then click **Add Customer** to open a three-step wizard.
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<Note>
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Adding a customer is restricted to the Superadmin role. Organization Admins manage existing customers but do not see the **Add Customer** button.
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</Note>
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<Steps>
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<Step title="Create A Customer Profile">
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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**.
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</Step>
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<Step title="Set Their Billing Plan">
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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.
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</Step>
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<Step title="Launch Their Customer Workspace">
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A banner confirms the outcome — created on trial, or subscribed to a paid plan — and the tenant is created and linked to your organization. Click **Go To Organization** to head straight there and start connecting cloud providers, or **Close** to return to the customer list.
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</Step>
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</Steps>
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Provisioning is asynchronous. The customer's row shows **Provisioning** until the tenant is ready, then switches to **Active**.
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## The Customers View
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**My Customers** lists every customer you can reach.
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Each row carries:
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| Column | What it shows |
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|---|---|
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| **Customer Business Name** | The customer's name |
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| **Providers** | Icons for each cloud provider connected in their tenant |
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| **Cloud Accounts** | Number of provider accounts under scan |
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| **Resources** | Resources discovered by the latest scan |
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| **Failed Findings** | Failed findings from the latest scan |
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| **Billing Type** | The customer's current plan, shown as **Trial**, **Pro Monthly** or **Pro Annual** |
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| **MTD** | Month-to-date spend |
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| **Last Month Expenses** | Previous month's total |
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| **Status** | **Active**, **Provisioning** or **Inactive** |
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| **Last scan completed** | When the most recent scan finished |
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A customer shows as **Provisioning** while its tenant is being created, and **Inactive** once it has been marked for removal.
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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.
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## Open a Customer's Prowler Cloud Tenant
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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.
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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.
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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.
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**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).
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## Edit a Customer
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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.
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## Link an Existing Customer with Your Partner Code
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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.
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<Note>
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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.
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</Note>
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## Customer Self-Access
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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.
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## Remove a Customer
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Removing a customer detaches it from your partner organization and moves it to **Inactive**. It does not delete the customer's data in Prowler Cloud; contact Prowler to arrange the offboarding of the tenant itself.
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## Next Steps
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<Columns cols={2}>
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<Card title="Billing and Customer Plans" icon="credit-card" href="/user-guide/tutorials/prowler-for-msps-billing">
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Customer plans and revenue reporting.
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</Card>
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<Card title="Managing Your Team" icon="users" href="/user-guide/tutorials/prowler-for-msps-team">
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Invite team members and assign roles.
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</Card>
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</Columns>
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