Mimecast Partner - Managing Your Partner Details

This article contains information on managing partner account details, configuring account settings, adding external administrators, and accessing training resources through the MSP Portal.

You can manage your partner account from the portal, although what you can perform depends on your role.

Displaying Your Account Details

To display your partner account details:

1. Click on your Account Information toolbar icon. A drop-down menu is displayed.
2. Click on the Partner Details menu item. The Partner Details dialog is displayed, which has the following sections:

• • Details: Displays your account details, including contact information and billing contact.
  • Status: Displays your partner status (e.g., Technical or Sales).
  • Address: Display your address information.
  • Products and Prices: Displays your agreed contracted pricing.

Configuring Your Account Details

The information you provide here will pre-populate into all customer RFIs.

Access to this functionality is only available to MSP Administrators.

To configure your partner account:

1. First, click on your Account Information toolbar icon.

2. Next, click on the Partner Config menu item.

3. Enter your Outbound IP Addresses and / or Inbound IP Addresses:

• • Enter the IP Address in the field.
  • Click the Add button. The IP address is displayed to the right of the field.

To delete an outbound and inbound IP address, click the icon to the right of the IP address.

4. Enter your Smarthost:

• • Enter the Smarthost in the field.
  • Click the Change button.

After completing the Request for Information (RFI) Form, the displayed values can be changed later.

Administrator Roles

To configure single sign-on access to a customer's Administration Console, you'll need to delegate access to their account. This is achieved by adding an external administrator to the customer's Administration Console.

The following steps must be repeated for each customer and Managed Service Provider administrator. Existing partner administrators can single sign-on (SSO) to the customer's Administration Console and add further partner administrators using the "Manage External Admin" functionality (see below).

To add an external administrator to a customer's account:

1. Log in to the customer's Administration Console using the account details provided when the account was created (e.g., [e-mail]).

2. Click on the Account | Roles menu item. The Account Roles tab is displayed.

3. Click on the Manage External Administrators button. A list of existing external administrators is displayed.

4. Click the Add External Admin button.

5. Complete the External Admin Permissions section as follows:

Header 1	Header 2
External Admin Email Address	Specify the email address of the user you want to use to log in to the Managed Service Provider portal.
Select Role	Specify the appropriate role for the user.

6. Click the Save and Exit button.

7. Repeat Steps 4 to 6 if additional administrators are required on the customer's account.

These steps must be repeated for each client and MSP Administrator.

Mimecast University

Registered users can single sign-on to the Mimecast University. This provides access to a wide range of training materials, including a summary of any assigned courses and the progress to date.

This functionality is only available to Managed Service Providers administrators.

See Also...

• The Managed Service Provider Portal
• Understanding Administrator Roles
• Education Resources
• Managing Prospects
• Creating an Order
• Request for Information Form
• Frequently Asked Questions
• Customer Upgrades
• Managing Users