Creating Customer Profile for MSP.

Created by Jason Carreiro, Modified on Mon, 9 Dec at 10:08 AM by Yves Lacombe

As an MSP you will be incline to add a new client to your existing Proofpoint Essentials tenant. You will have to start by creating a client profile for that new on-boarding client. Below are the simple steps and procedures in creating a client profile.

1- Login to Proofpoint Essentials via the following URL to which your tenant is being hosted.

2- Once logged in select CUSTOMER MANAGEMENT - CUSTOMERS - ADD CUSTOMER.

3- Fill out the Account Type and select which package your client requires. Finally select the number of user licenses and click NEXT.

4- Fill out the fields for the clients address and contact information and click NEXT.

5- Select the template required for your client followed by the domain name that will be filtered by ProofPoint Essentials. Fill out the administrators email address and click NEXT.

6- Review the information and click PURCHASE to create profile.

7- If you have any questions or concerns please contact our support team at 514-845-8474 or email us at [email protected].

We have a step by step onboarding guide for multiple platforms. Refer to these guides first. The table below is for reference when you start inputing values into DNS.