Creating a Managed Account

This topic describes how to add managed accounts under a partner account.

A partner account user with Company Admin privileges creates managed accounts and onboards managed account users.

Important

All managed accounts must be created as new.

You cannot convert an existing customer account to a managed account, and a managed account cannot be converted to a direct customer account.

To create a managed account

  1. Log in to a partner account with Company Admin privileges.
  2. Select the Partner Admin tab.

    Partner Admin Tab

  3. Click Create Managed Account.

    Create Managed Account

  4. Provide these details:

    • Account Name – Specify a unique name for the account that is easily identifiable, particularly if you plan on having more than one account. The description length is from 1 to 128 characters. To keep the company name anonymous, enter an alias name.
    • Managed Account UID – Enter the managed account UID. The partner assigns a unique UID to each managed account. The UID is typically an identifier used in partner systems (for example, CRM or billing). The UID is shown on the invoices as the Managed Account Reference. The UID also identifies the account in email notifications.
  5. Click Create.

    You can create as many managed accounts as you like.

    The accounts appear in a list on the Managed Accounts page.

    List of Managed Account

    You can filter the list and sort columns by name and managed account UID.

    To sort the list by column

    • Click the up/down triangles next to a column heading.
      The table columns reload, if necessary.
    • Click the heading again to reverse the order.
      A small up or down triangle reflects the current bidirectional sort order.
  6. Click View Services to switch into the managed account and see all configured account services, such as Ports. For details, see Viewing Services.

  7. Click Edit to change the account name or UID.

Note

When a Company Admin creates a managed account, it is configured without any settings by default and instead inherits its configuration from the partner account default settings. For default settings, see What Account Users Can View and Access.

Note

If you refresh the browser window when you are logged in as a partner viewing a managed account, the portal logs you out and back in again. The browser window returns to the partner context instead of the managed account you were viewing before the refresh.

Next steps

Now that you’ve created a managed account, the next steps are to add users and order services, such as Ports, Virtual Cross Connects (VXCs), Megaport Virtual Edges (MVEs), and so on.


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