Managing Customer Accounts

To manage the customer accounts,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.
3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.
4. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Navigate to the row that consists of the account that you want to delete, and click icon. A list is displayed.

1. Select Manage Customer Accounts, and click. A page consisting of all the onboarded MSP accounts are displayed. From this page, you can perform the following:
   • Associate Account to Customer
   • Remove Account from Customer

To associate an account with a customer,

1. Select the relevant account by using the checkbox, and click Associate Account to customer. The Link to Customer window is displayed.

1. Select an option from the Select a customer to associate with the accounts dropdown list. You can create a new customer that gets populated in the dropdown list by following the below mentioned procedure.
   • Click CREATE CUSTOMER. The Create Customer window is displayed.

• • Enter relevant information in the following text boxes.
    1. Company Name
    2. First Name
    3. Last Name
    4. Email
  • Click CREATE CUSTOMER. The customer is created successfully.

1. Click FINISH. The account is successfully linked with the customer.

To remove an account from a customer,

1. Select the relevant account by using the checkbox, and click Remove account from customer. A confirmation window appears.

1. Click REMOVE. The account gets disassociated from the customer.

To onboard an account,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.
3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.
4. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Navigate to the row that consists of the account that you want to delete, and click icon. A list is displayed.

1. Select Manage Customer Accounts, and click. A page consisting of all the added MSP accounts are displayed.
2. Select an account using the checkbox, and click icon in the last column. The Onboard Account tab is displayed.

1. Click Onboard Account. The Onboard Member Account window is displayed.

1. Enter appropriate information in the relevant fields.

1. Click ADD. The account is onboarded successfully. The Role ARN Creation is done.

To remove the Role ARN (unlinking account),

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.
3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.
4. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Navigate to the row that consists of the account that you want to delete, and click icon. A list is displayed.

1. Select Manage Customer Accounts, and click. A page consisting of all the added MSP accounts are displayed.
2. Select an onboarded account using the checkbox, and click icon in the last column. A menu with two tabs is displayed.

1. Select Remove Role ARN, and click. The Remove Role ARN confirmation window appears.

1. Click Ok. The account gets delinked.