The Account tab displays the following information:
When you make changes to this page, you should click Save.
The Account Information area displays information related to the customer, as defined when it was originally created (or subsequently edited).
It contains the following fields:
Editable field detailing the organization’s name.
Non-editable field detailing the organization’s unique ID in the Web Security service database.
The region to which this Customer is assigned. This is inherited or assigned by the Partner and cannot be edited.
Parent Partner name
Non-editable field detailing the parent name of the currently-displayed organization.
The License area displays the active and inactive licenses of a Customer and also gives the Partner an opportunity to create a new license for the Customer. The following actions can be performed on each license:
To create a new customer license:
Select from the list of available products. The Includes box details what the customer will receive with this service.
Specify the metrics used to measure the services per license (typically Users, Access Points, Bandwidth (MB) or Number of Transactions per month. The options are defined by the Partner. The default metric is by the number of users.
Select whether this is an Evaluation license or a Production license. Evaluation licenses are offered to potential customers to enable them to test the service and are defined in 30 day increments. For more information on types of license, see License Types. By default, an Evaluation license is created.
Specify the Duration of the license. Evaluation licenses are, by default, for 30 days and can be extended if needed. Production licenses and be configured for 1month, monthly automatically renewed, 1 year, 3 years.
By default, the Start Date is the date that the license was issued. However, you may decide to start the license at a later date. In this case, specify the first day the license in the Start Date and on that day. To enter a date, click in the field and then use the calendar to navigate to the month and date. Note that the Expiration date is configured automatically based on the start date and the specified duration.
The Expiration date is configured automatically based on the start date and the specified duration. However, you can manually enter a date, click in the field and then use the calendar to navigate to the month and date.
The is the current date - the date on which the license was created. The Created date is displayed on the Order date in the licensing report.
Non-editable field displaying the organization’s license ID.
Partner Contract ID
Non-editable field displaying the Partner Contract ID.
The Administrators table on the Account tab details the following information for each currently-defined Admin user:
You can add Admin users to assist in managing end-users, set and apply policies, view reports and more.
To add an Admin: