Technical · Course T8Lesson 2 of 4
Creating and running customer tenants
8 min read- Complete a customer tenant creation with the right commercial fields
- Choose the correct account status and solution type
- Operate the account list — filters, columns, and license visibility
Creating a customer tenant is the partner's core transaction. The form is longer than a signup because it captures the commercial relationship, not just a login.
The fields that matter
Identity of the admin user — email (with confirmation when SSO is on), first and last name, and the company name that becomes the tenant's identity.
Credentials — either a password meeting the full complexity rule (at least 8 characters with uppercase, lowercase, a digit, and a special character) or, with Enable SSO checked, no password at all: the form switches to confirming the email address because authentication lives with the customer's identity provider.
Placement and commercials — the role being created, the region the tenant belongs to, its parent distributor and reseller (enforced by the hierarchy), solution type, plan, billing frequency, billing email, account manager, purchased license count, account status, and phone number.
Four switches decide the onboarding experience:
| Option | Effect |
|---|---|
| Skip welcome email | Creates the tenant silently — useful when you're onboarding the customer personally |
| Skip verification | Bypasses email verification for the admin user |
| Enable SSO | Identity-provider sign-in instead of a password |
| Enable billing | Turns on billing for the tenant |
Take the license count seriously: purchased licenses is the commercial number the customer's console meters against, and it's visible in the account list alongside enrolled-device counts.
Account status is a commercial statement
| Status | Use it for |
|---|---|
| LIVE | Paying production customers |
| TRIAL | Time-boxed evaluations |
| DEMO | Sales demonstration tenants |
| TEST | Internal or integration testing |
Two more statuses appear on existing accounts rather than at creation: ACCOUNT_LOCKED and DEVICES_LOCKED (both shown in red), plus INACTIVE. Locked accounts are an administrative brake — worth recognizing on sight, because a customer reporting "we can't log in" with a locked account is a commercial conversation, not a technical one.
Status discipline compounds. A partner who marks every tenant LIVE loses the ability to answer "how many real customers do we have?" — which is exactly the number distributors and WeGuard ask about at tier reviews.
Running the list
The Accounts view is a working surface, not a directory. It filters by status, solution type, deviceless accounts, free-text search (company or email), and a date range, and every filter persists between visits so your working view survives a reload.
Columns are yours to choose. Beyond the defaults — user, company, name, platform, plan type, device count, last login, created date — you can surface enrolled devices, region, created by, and crucially license validity start and end dates. That last pair is the renewal radar: sort by license end date and you have next quarter's renewal conversations in front of you, which is the single highest-value report a partner can run on their own book of business.