How do I manage Symantec Endpoint Protection Cloud (SEPC) customers in Partner Management Console (PMC) How do I create, import, and manage customers in the PMC Import endpoint protection cloud customer into partner management console
You can import an existing SEP Cloud customer into your customer list to manage their account either as a co-manager or exclusive manager (customer managed), but first you have to make the request to do so.
In the PMC under quick tasks, select import existing customer
You should have a business relationship with the customer because your import request is dependent upon their approval. If they approve your import request, you can manage their account and provide the customer with product trials at their request. You do not automatically take ownership of their existing account. Please note that the approval request email will be sent to the account administrators of the SEPC accounts
Before you can import a customer, the customer must provide you with their company's unique customer identifier.
To get the Customer identifier
Customer can get the identifier by logging into their SEP Cloud portalSettings > Access and Authentication page.
(Alternatively, if you already have access to your customer's SEP Cloud portal, you can login as that customer to get the identifier yourself.)
To send import request
In the Import Endpoint Protection Cloud Customer window, select the customer management type, and then enter your customer's unique identifier and press Send.
You'll be presented with an option to either have it be co-managed or customer managed:
Co-Managed allows both the partner and the client to both access the SEPC portal for the account.
Customer Managed will only allow the client to sign into the portal.
Customer that gave you their customer id now will get the request for approval by email
They will click or copy the link from the email and now go to the approval page where you can approve or deny the request.
Note: If the below image is not displayed in the browser, please try opening the link in Microsoft Edge.
Your request is sent to the customer. The import request is tracked in the Request Status table.
As soon as the customer approves the request, the account is connected and should now appear as one of your customers. After a delay of several seconds the status is updated in the Request Status table.
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