Working with Customers › How to Create and Manage Customers › Create Sub-Customers

Create Sub-Customers

Sub-customers represent smaller divisions of a larger entity customer. You create sub-customers under customers.

Follow these steps:

1. Open the Operations Console and click the Customers tab.
2. Select the customer or sub-customer for which you want to create a sub-customer.
3. Click the Create a Sub-Customer icon.
4. Enter a Customer Name, Customer Identity, Customer Priority, and optionally a Description, which appears on the Information tab in the Contents pane.

   Note: The Customer identity (customer ID) uniquely identifies a sub-customer. You cannot have duplicate customer IDs.

5. Select a priority from the Priority drop-down list. Customer priority helps to determine the impact of an alert to a customer (customer impact). If an alert impacts multiple customers, the escalation policies on the higher priority customer are applied first.

   Note: Use the configure priorities icon next to the Priority drop-down list to configure the customer priority. You can assign a meaningful label to each priority level; for example, Gold to represent the highest priority. If you do not want to use a specific priority level, you can disable it.

6. Click Next.
7. Use the arrows to add or remove services from the Available Services and Assigned Services lists. You can enter a string to filter either list.

   Consider the following items:

   • When you assign a service to a customer, CA SOI automatically assigns the subservices also.
   • An asterisk (*) indicates sub-services that are automatically assigned with the selected parent service.
   • Assigning a parent service automatically includes all its sub-services. Similarly, removing a parent service automatically removes its sub-services, unless a sub-service is a child to another parent in the Assigned Services list. The sub-services are prefixed with * and you cannot remove the sub-services unless their parent(s) are also removed. Select the Show top level parent services only check box to hide all sub-services and to show only the highest level parent services in the Available Services list.
8. Click Next.

   This screen lets you assign the user groups that have access to the new sub-customer.

   Consider the following items:

   • If a parent customer is given a permission for a user group, the child customer also gets the permission. For more information about configuring role-based security, see the Administration Guide.
   • The user group must also have access privileges to the services you assigned to the new sub-customer.
   • You can also manage user group access to customers in the Users tab.
9. Use the arrows to add or remove user groups from the Available Groups and Allowed Groups lists. You can enter a string to filter either list.

   Note: User groups marked with an asterisk have their access set to all customers either by default or by an administrator.

10. Click Next.
11. Verify the new sub-customer information and click Finish.

    The new sub-customer displays in the Customers tree.