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The Account tab displays the following information:

  • Account Information
  • License
  • Account Admins

When you make changes to this page, you should click Save.

Account Information

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:

Field

Explanation

Customer name

Editable field detailing the organization’s name.

Customer ID

Non-editable field detailing the organization’s unique ID in the Web Security service database.

Region name

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.

License

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:

  • Active: there can only be 1 active license per customer.
  • Expired: an active license that has reached its expiration date. When the only active license expires, the account will have no active licenses.
  • Inactive: a license that was active and before it was expired it was replaced with another active license. An inactive license can return to be active again.
  • Future: a license that is created with a start date in the future. Once this date arrives, this license will become active replacing the former active license. The former active license is then becomes inactive (until it expires).
  • Modify the details of an existing license. This includes increasing the number of the license metrics (e.g. increasing the number of users), upgrading to a different service package, extending the duration of the license.
When a license is modified, the current license is terminated, and a new license is created based on the modified license attributes.
  • New license creation: A new license can be created at any time. The new license start date can be set to the current date or to a future date. If there is already an active license and the start date of the new license has arrived, the former license status will change to inactive while the new license will become active.

To create a new customer license:

Field

Action

Product

Select from the list of available products. The Includes box details what the customer will receive with this service.

Metrics by

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.

Type

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.

Subscription

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.

Start Date

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.

Expiration Date

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.

Created 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.

License ID

Non-editable field displaying the organization’s license ID.

Partner Contract ID

Non-editable field displaying the Partner Contract ID.


The service supports a single active license.
When a New License option is selected, the current evaluation license is terminated and a new license is created based on the defined production license defined attributes.

Administrators

The Administrators table on the Account tab details the following information for each currently-defined Admin user:

  1. Email address
  2. First name
  3. Last name
  4. Welcome Email option that initiates sending a welcome email to the new Admin user
  5. Admin Permissions enables the Admin user with System Operator permissions to set the role level of other Admin users (see Roles and Permissions)
  6. Add/Remove 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:

  1. In the bottom row of the table, click the email address field and enter the email account of the Admin. This is a mandatory field .
  2. Enter the new Admin user's first and last names in the appropriate columns. These are mandatory fields and click .
  3. Once an Admin is created, a Welcome email notification is automatically sent to the Admin. If you wish to resend the email, enabling the user to set (or in the future  reset) the password, click the email envelope symbol ().
  4. By default, when a new Admin user is created, the user is given the role of System Operator in the Admin Permissions field. You can edit this role by clicking the edit icon ().
  5. Click Save to save the update to the Admin table.
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