Adding customers
Add a customer
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Navigate to the Customers page.
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Click Add.
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On the Add Customer page, complete the Contact & Address fields based on the information provided in the following table.
Element Description Company Name
The name of the company.
Contact Name
The name of the primary contact for the company.
Contact Phone
The phone number of the primary contact for the company.
Contact Extension
The phone extension of the primary contact for the company, if applicable.
Contact Email
The email address of the primary contact for the company.
Address Line 1/Line 2
The street address of the company.
City
The city in which the company resides.
State/Province
The state or province in which the company resides.
ZIP/Postal Code
The company’s ZIP/postal code.
Country
The country in which the company resides.
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Click Next.
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Complete the Service & Account Management fields based on the information provided in the following table.
Element Description Partner Management
The reseller that manages the customer account, if applicable.
For customers assigned to a shared tenant, this cannot be edited after the customer account is created.
Administrative Responsibility
The type of customer account identifies who is accountable for managing this customer’s products.
The available options are:
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Partner Administered — The partner manages the customer account and their products.
When customers are partner administered, domains cannot be pre-validated in SCM.
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Customer Administered — The partner manages the customer’s subscriptions and orders, while the customer is responsible for administering the product.
This cannot be edited after the customer account is created.
Customer Admin Email
When the customer account is Customer Administered, this email address is used to create the first customer administrator.
SCM tenant configuration
Specifies whether a Partner Administered customer receives a dedicated SCM tenant or is assigned to a shared partner-managed tenant.
The available options are:
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Dedicated tenant — Creates a separate SCM tenant for the customer, providing complete tenant-level isolation.
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Shared tenant — Assigns the customer to a partner-managed shared SCM tenant while maintaining customer-level separation of subscriptions, inventory, usage, reporting, and billing.
Customers assigned to a shared tenant:
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Are automatically assigned the Limit Issuance license enforcement policy and cannot use Automatic Overage Adjustment.
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Can only use the CLM Enterprise plan for SCM.
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Cannot be reassigned to a different reseller after their account is created.
This cannot be edited after the customer account is created.
License Enforcement
Controls how certificate issuance is handled when a customer exceeds their subscription limits. The available options are:
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Limit Issuance — Customers cannot issue certificates beyond their purchased subscription quantity.
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Automatic Overage Adjustment — The customer’s subscription quantity is automatically increased when the customer attempts to issue certificates beyond their purchased subscription quantity.
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Click Add.
| Once the account is created, subscriptions can be added from the Subscriptions tab. For more information on adding subscriptions, see Add a subscription. |