Mimecast Partner - Onboarding Guide

Partner Onboarding

This article contains information on the Mimecast Partner Onboarding process, including account setup, domain validation, directory integration, and assigning administrative user roles in the Partner Portal.  

Welcome to the Partner Onboarding

We are pleased to welcome you to our partner network. This guide is designed to assist you in navigating the onboarding process, ensuring a seamless setup of your account, domain validation, directory integration, and the establishment of your administrative users within the Mimecast Partner Portal. Please follow the steps outlined below to initiate the process.

Reset Your Initial Login Credentials

You will receive an email from [e-mail] containing your username and temporary password. To reset these credentials, follow the steps listed below:

1. Click on the Partner Portal URL Link in the email.
2. Enter the Username and Password provided to you.
3. Click Next.
4. Complete the Password and Confirm Password fields with a password of your choice.
5. Click Set Password.

Configure Your Account Settings

Setting up your partner account is the initial step in the onboarding process. Follow these steps to configure your account:

Verify Emergency Contact and Email Information

Your emergency contact will only be reached in account-related situations, such as spam outbreaks or mail loops. We recommend that the emergency contact details match those of your Mimecast account's main administrator.

1. Enter the Name of the Emergency Contact.
2. Enter the Emergency Contact's Email address.
3. Enter the Emergency Contact's Mobile number.
4. Click Next.

Domain Validation

To ensure credibility and secure communication, partners must validate their domains. Follow these steps to validate your domain:

1. Depending on your DNS configuration, select either TXT or CNAME.
2. Enter your domain.
3. Click Update.
4. Copy and paste the generated target into your DNS provider. For the required steps for common registrars, please refer to the Add TXT Records for Internal Domain Verification article.
5. Click Validate.
6. Verification can take between 5 minutes and 72 hours. It is not necessary to keep the Partner Portal - Onboarding Wizard open during this time.

Integrate Your Directory

Integrating your directory is essential for enabling Mimecast to recognize your users and groups effectively. Various Directory Synchronization types are supported to facilitate this process:

• On-Premises Active Directory (LDAP).
• Domino Directory LDAP).
• Microsoft Azure - Standard.
• Microsoft Azure - GCC High.
• Google Directory.

Once integrated, the directory information can be utilized for User and Role Management, allowing your administrative users to access the Mimecast Partner Portal seamlessly. To proceed with the integration, please click on the Directory Integration Wizard.

Important Note: If You Decide Not to Integrate Your Directory

• User Addition Process: Users must first be added to your NFR Cloud Gateway account before they can be activated in the Partner Portal.
• Required Roles: Only users with specific roles are authorized to add new users. This includes:
  • A custom role that has permission to add and Manage Users.
  • The Basic Administrator role or any higher role.

The initial temporary user will automatically receive the Basic Admin role. Should you need to add additional users with management capabilities, they will also need to be assigned the Basic Admin role or a higher role within your Partner’s NFR.

NFR means "Not For Resale", and is provided for partner enablement and internal use only.

For further information, please refer to the articles Roles - Understanding Administrator Roles and Roles - Managing Administrator Roles.

The directory information can later be utilized for User and Role Management, allowing your administrative users to access the Mimecast Partner Portal.

Assign and Manage Administrator Access to the Partner Portal

Assign your directory users access to the Mimecast Partner Portal by opening the User and Role Management Wizard within the Partner Portal Onboarding Menu Item.

Enter the user’s Name, Email address, and Phone number, and select their role from the following options:

• MSP Administrator: This user has access to all customers and can add/manage users at the partner level.
• MSP Helpdesk: This user has access to all customers for management but cannot create prospects or place orders.
• MSP Implementation Lead: This user has access to all customers and the ability to create new prospects. They can also add a user as an implementation lead for any new orders or upgrades.
• MSP Prospects: This user can create new prospects but cannot place orders or manage existing customers.
• MSP Sales: This user has access to all customers and can create new prospects and place orders.

Please note that you can assign up to ten users to the Partner Portal Admin screen at a time. If you add an existing Partner Portal Admin user with a different role, it will result in reassigning their role to the new one.

You may return to this Wizard and add an unlimited number of Portal Administrators, with a maximum of 10 being added at one time.

By completing these steps, you will be fully onboarded and prepared to collaborate as a trusted partner. For further assistance, please visit our Help Center or reach out to Partner Support.