Provision Customer Organization Task Flow (via Partner Hub)

Complete the following tasks to provision a new customer organization manually using Partner Hub.
You can also use APIs to provision customer organizations. See Provision Customer Organization Task Flow (via API).
1

Configure a Onboarding Template

Before you provision a customer, you must set up a Onboarding template. You can use an existing template or create a new template.

2

Create Customer via Partner Hub

Create a new customer organization manually in Partner Hub.

3

Set up Customer

Set up the newly created customer by adding users and locations.

Configure a Onboarding Template

You must have a Onboarding template before you can provision any customer organizations or users. Use this procedure to create a Onboarding template with common settings that you want to apply to the customer organizations that use the template. The following conditions apply:

  • You can apply a single Onboarding template to multiple customers.

  • You can create multiple Onboarding templates with settings that are targeted to different sets of customers.

1

Sign in to Partner Hub and select Customers.

2

Click the Templates button to view existing templates.

3

Click Create template.

4

Select Webex for wholesale and click Next.

5

Set up your Primary settings:

  • Template Name—Enter a descriptive name for the template.
  • Country or region—From the drop-down, select your country or region.
  • Service provider admin—From the drop-down, select your administrator.
6

From the Wholesale subscription drop-down, select your subscription.

7

Click Next.

8

Select one of the following Authentication method:

  • Webex authentication—Select this option to use Webex Common Identity as the Identity Provider (this is the default).
  • Partner authentication—Select this option if you have your own SAML based Identity Provider. For the IDP Entity ID, enter the EntityID from the SAML metadata XML of the identity provider. For more details on this and configuring your Identity Provider, see Partner SSO - SAML.
  • Partner authentication with OpenID Connect option Select this option if you have your own OpenID Connect (OIDC) based Identity Provider. For the OpenID Connect IDP Entity ID, enter the "IDP Name" specified during setup of your OIDC Identity Provider via Cisco TAC. For more details on this and configuring your Identity Provider, see Partner SSO - OpenID Connect (OIDC).
9

Click Next.

10

Under Wholesale calling, select a Cloud Connected PSTN vendor if desired, and click Next.

Cisco does not recommend using this optional template setting due to limitations with this approach. For more information, see Customer PSTN Setup.

11

Configure Common settings and Call settings options:

  • Restrict admin-invite emails when attaching to existing orgs—By default, this toggle is disabled.
  • Brand name—Enter your brand name. This field is used to identify the Service Provider offer in any autogenerated emails during onboarding.
  • Disable Call on Webex (1:1, non-PSTN)—By default, this toggle is disabled. Enable this toggle only if you want to disable Webex calls.
12

Click Next.

13

Review the settings summary and click Edit to change any settings that you want. When the settings look correct, click Submit.

Your newly created template gets added to the template view.
14

Open the template that you created and copy the Provisioning ID value. You'll need this value when you provision a customer organization.

Create Customer via Partner Hub

Use this procedure to create a new customer organization manually in Partner Hub.
1

Sign in to Partner Hub.

2

Click Customers to view the list of existing customers. You can select any customer to view information about that organization.

3

Click Create customer to create a new customer organization.

4

On the Customer information screen, enter details such as company name, Administrator email and the template that you want to apply.

5

Click Next.

6

On the Packages screen, select the package that you want to apply to this customer and click Next.

7

On the Headquarter's location screen, enter location details about the customer's headquarters.

8

If the headquarters are in a Webex supported location, click the I verify that this customer is in a Cisco Webex supported location check box.

9

Click Next.

10

Review the customer summary. If the information is correct, click Create customer.

What to do next

The customer organziation is created. You can now set up the customer by adding users.
Webex Partners in one region can create customer organizations in any region that we offer the services. For help, see: Data residency in Webex.

Set up Customer

Use this procedure to set up a newly created customer organization by adding users and locations in Partner Hub.
1

Sign in to Partner Hub.

2

Click Customers and select the appropriate customer. The customer settings display on the right side of the screen.

3

Click Setup Customer. The Set up Users wizard launches.

4

In the Add and confirm locations screen, enter additional locations such as branch offices.

5

Click Next.

6

In the Add users screen, enter user details such as First Name, Last Name, Email, Package, and Location.

7

Click Next.

8

Assign Phone Numbers for users who have a calling package.

9

Click Next.

10

Review the information that you entered.

11

Click Create users.

If you are providing Control Hub acccess to customer organizations, you can also assign roles to the customer administrators. See Assign organization account roles in Control Hub.

What to do next

Optional. If you are using the Wholesale Setup Assist service, Submit Wholesale Setup Assist Request Form.

Administrators should be provisioned with the same level of package as the customer organization was created with. No downgrade of the package is supported for the customer administrator (full administrator).