Provision customer organization through 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

Create an onboarding template

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

2

Create a customer

Create a new customer organization manually in Partner Hub.

3

Set up a customer

Add users and locations to set up the newly created customer.

Create an onboarding template

You must have an onboarding template before you can provision any customer organizations or users. Use this procedure to create an 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 click Customers.

2

Click the Onboarding templates to view the existing templates.

3

Click Create Template.

4

Select Webex for Wholesale and click Next.

5

Set up your Primary settings such as Template name, Service provider admin, Country or region, Default email language, and Wholesale subscription.

6

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

We don't recommend using this optional template setting due to the limitations with this approach. For more details, see Customer PSTN setup.

7

Choose one of the following Authentication methods and click Next.

  • Webex authentication—Choose this option to use Webex Common Identity as the Identity Provider (IdP) (this is the default).

  • Partner authentication—Choose this option if you've 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 configuring your Identity Provider, see Partner SSO - SAML.

  • Partner authentication with OpenID Connect—Choose this option if you've 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 through Cisco TAC. For more details on configuring your Identity Provider, see Partner SSO - OpenID Connect (OIDC).

8

Configure Email settings and Call settings and click Next.

  • Brand name for emails—Enter your brand name. This name is used to identify the service provider offer in any autogenerated emails during onboarding.
  • Allow admin-invite emails when attaching to existing orgs—By default, this toggle is disabled. Enable this toggle if you want to send a welcome email to the users.

    Webex sends welcome emails only to end users. Customer administrators don’t receive welcome emails.

    Users and customer admins based in the U.S. and Canada locations receive a separate email notification from RedSky. The RedSky E911 platform sends this email to confirm the creation of the customer account for emergency services. This RedSky email is separate from Webex welcome emails and isn’t controlled by Webex email settings. For Wholesale organizations in the U.S. and Canada, RedSky is automatically enabled as the emergency services provider.

  • Allow Webex to Webex Calls (non-PSTN calls)—By default, this toggle is disabled. Disable this toggle only if you want to disable Webex calls. This option appears only if you've selected both Webex for Wholesale and Webex for BroadWorks templates.
9

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 onboarding template view.
10

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

Create a customer

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

From Actions drop-down, click Create Wholesale customer to create a new customer organization.

4

In the Customer Information screen, enter the Company Name, Administrator email, and External customer ID, and choose the Country.

5

If the customer headquarters is in a Webex supported location, select I verify that this customer is in a Cisco Webex supported location and click Next.

6

In the Packages and add-ons screen, select the package that you want to assign to this customer, and click Next.

You can select Activate package quantity selection to specify quantities for applicable packages and add-ons.

Quantity assignment isn't available for non-user or workspace assignable packages and add-ons, such as Cisco Calling Plan.

  • If you select this option, you need to enter a quantity for each package and add-on you want to assign to the customer organization. You can’t proceed to the next step without entering the quantity.

  • Once you activate the package quantity, you can’t deactivate it.

  • If you want to update a quantity later, you need to enter the number higher than the currently assigned quantity. An error message appears if you enter the number lower than the currently assigned quantity.

  • An error message appears if you enter a quantity larger than the allowed quantity.

Package quantity assignment limitations

  • Currently, you can’t change a customer orginally created without limits to a limited customer.​

  • A customer can't have a combination of limited and unlimited packages.

  • You can’t assign the package quantity to a customer if they are in the migration phase where they may have both Webex for Cisco BroadWorks and Wholesale RTM packages.​

  • You can’t set the package quantity value to zero.​

7

In the Headquarters location screen, enter the location details about the customer's headquarters and click Next.

8

Review the customer summary and click Create a customer.

What to do next

You can now add users to the customer organization.

Webex partners in one region can create customer organizations in any region that we offer the services. For details, see Data residency in Webex.

Set up a customer

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

1

Sign in to Partner Hub.

2

Click Customers and select the appropriate customer.

3

Click Setup Customer and click Add users.

This opens the Control Hub users page.
4

Click Add users (Webex for Wholesale).

5

Enter First Name, Last Name, Email address, and choose a Package and click Next.

6

Choose a Location and a Phone Number if the user has a Calling package and click assign Assign Numbers.

If you're providing Control Hub access to customer organizations, you can also assign roles to the customer administrators. For more details, see Assign organization account roles in Control Hub.

You need to provision administrators with the same package level as the one used to create the customer organization. Downgrading the package for the customer administrator (full administrator) isn’t supported.

What to do next

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