Onboard a New LMP Customer

Introduction

This article explains how to onboard a new customer to your volume license within the License Management Portal (LMP). Completing this process creates the customer account, allocates licenses, selects the appropriate deployment option, and submits the onboarding request for provisioning.

Audience: Partners and partner administrators responsible for onboarding customers through a volume license allocation.

This article covers the following topics:

Before you Begin
Begin the Onboarding Process
Enter Customer Details
Select a Deployment Option
Next Steps

Before you Begin

Gather the following information before starting the onboarding process:

Customer legal business name
Customer website (optional)
MDR Portal administrator email address
Required MDR user allocation
Required MDR Cloud user allocation (if applicable)
Beauceron SAT user allocation (if applicable)

Begin the Onboarding Process

Important: If the customer is currently experiencing a security incident, ensure the appropriate incident response process is followed before proceeding.

Open the Customer Onboarding tab and select the volume license you want to use for the new customer.
Confirm whether the customer is currently experiencing a security breach or active incident.
Complete the onboarding form that appears.

Enter Customer Details

Provide the following customer information.

Customer Legal Name

Enter the customer's legal business name. This name becomes the customer account name throughout the MDR Portal and License Management Portal.

Website (Optional)

Provide the customer's website to assist with customer verification.

Sub-Partner

If multiple partner organizations share the same volume license allocation, specify the appropriate sub-partner. In most deployments, this field can be left blank.

MDR Portal Administrator Email

Enter the email address of the customer's primary MDR Portal administrator.

Important: This user becomes the initial administrative contact and receives instructions to create their MDR Portal account.

MDR Users

Specify the number of MDR users being allocated to the customer. The allocation is deducted automatically from the available volume license pool.

MDR Cloud Users

Enter the number of cloud-only monitoring users required for the customer. These allocations are separate from standard MDR user licenses.

Beauceron SAT Users

If the customer will use the Beauceron Security Awareness Training add-on, specify the required user count. This option is available with MDR Complete deployments.

Select a Deployment Option

Choose the deployment option that best fits the customer's environment.

Deployment Option	Recommended For
Fully Virtual	Customers who do not require network sensor to perform network packet analysis.
Network Sensor for 1 location	Customers requiring network monitoring at one location
Network Sensor for 2 locations	Customers requiring monitoring across multiple locations
Other Deployment Solution	Customers with a complex environment that requires additional Field Effect consultation. This will selection send a request for our team to reach out.

Hosting Region

When selecting a fully virtual deployment, choose the appropriate hosting region for the customer

Network Sensor Solutions

If the customer's required deployment solution involves a network sensor, you will need to visit our hardware distribution partner, TD SYNNEX (Canada: https://ec.synnex.ca/ecx/ USA: https://ec.synnex.com/ecx/). From here, you can select the appropriate network sensor for the customer.

Next Steps

After the onboarding request has been processed:

The customer account is created.
License allocations are assigned.
The MDR Portal administrator receives account setup instructions.
Deployment activities can begin for the customer.