How to change customer management type in the Partner Management Console
Last Updated April 29, 2019
How to change client management type in the Partner Management Console for Endpoint Protection Cloud (SEPC) customers??
What is Partner Managed?
What is Co-managed?
What is Customer Managed?
Within the PMC console, the partner is allowed to configure and select between the three management types.
1) Partner Managed
3) Customer Managed
What is Partner Managed? Selecting this option will only allow the Partner to manage the account, policies, and enroll devices to the desired SEPC account. Please be aware that if the end client attempts to sign into the SEPC portal, it will lock them out. This is what the client will see if they attempt to log into the SEPC portal while being Partner Managed.
What is Co-managed? Co-Managed allows both the partner and the client to both access the SEPC portal for the account. You are presented with the "manage customer" option and can delegate into the account. Clients can sign in normally straight into the SEPC portal. Where do I sign in and manage Endpoint Protection Cloud
Note: If co-managed, the client will be able to view which partner is currently managing them.
What is Customer Managed? Customer Managed will only allow the client to sign into the portal. Clients will then be responsible for managing themselves and enrolling all devices. Partners will be able to find the client's account in their partner portal but will not be able to delegate into the account.
Note: the Manage Customer button is gone.
To switch between the different management types. Select from one of the radio buttons and click "Update". The Client will receive an email confirmation and they will have to accept the change in management type. Once approved, their profile will be updated and the above mentioned restrictions will take place.
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