This article describes the different scenarios on how customers are setup with their partners in Sophos Central. The following sections are covered:
Applies to the following Sophos products and versions Sophos Central AdminSophos Central Firewall ManagerSophos Central Partner
Sophos Central Partners can have customers with monthly or termed licenses.
Sophos Central license created within Sophos Central Partner does not automatically set the preferred email login of the trial as the Super Admin for the Central account.
For the preferred user’s login to receive and validate their account login to Sophos Central Admin portal, Partners must add them manually as Super Admin:
Select Customer Central Account > Launch Central Admin > People > Add User > Select Admin Role: SUPER ADMIN > Save
The following are the different setup scenarios for customer owned, partner managed licensing options:
When a partner starts a trial on behalf of a customer, the partner can automatically access the customer’s Sophos Central Admin account, and the trial account will appear in their Sophos Central Partner Dashboard.
The partner can select the trial and click Convert to purchase. This will launch the Sophos Partner Portal and the wizard will guide the partner through the quote creation process.
After the purchase, the partner applies the activation code and the customer will have a full valid license and the partner will have access to the customer’s Sophos Central Admin portal. The customer will also appear in their partner dashboard.
When a prospective customer starts a trial from Sophos.com, they are not linked to their partner.
The customer should do the following:
In this scenario, the trial is automatically linked to the partner. The partner can see the trial in Sophos Central Partner Dashboard and convert the customer to a paying customer. The customer should follow step 2 above to allow the partner to access their customer’s Sophos Central Admin for management purposes.
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