Creating a tenant

1. Log in to the management portal.
2. Navigate to the tenant in which you want to create a tenant.

3. In the top-right corner, click New, and then click one of the following, depending on the type of the tenant that you want to create:

   • A Partner tenant is normally created for each partner that signs the partnership agreement.
   • A Folder tenant is normally created to group partners and customers to configure separate offerings and/or different branding.
   • A Customer tenant is normally created for each organization that signs up for a service.
   • A Unit tenant is created within a customer tenant to expand the service to a new organizational unit.

   The available types depend on the parent tenant type.

4. In Name, specify a name for the new tenant.

5. [Only when creating a customer tenant] In Mode, select whether the tenant is using services in the trial mode or in the production mode. Monthly service usage reports do not include usage data for trial-mode tenants.

   If you switch the mode from trial to production in the middle of a month, the entire month will be included in the monthly service usage report. For this reason, we recommend that you switch the mode on the first day of a month. The mode is automatically switched to production when a tenant remains in the trial mode for one full month.

6. In Management mode, select one of the following modes for managing access to the tenant:

   • Self-service – this mode limits access to this tenant for administrators of the parent tenant: they can only modify the tenant properties, but cannot access or manage anything inside (e.g. tenants, users, services, backups, and other resources).
   • Managed by service provider – this mode grants full access to the tenant for administrators of the parent tenant: modify properties, manage tenants, users, services; access backups and other resources.

   Only the administrator of the tenant created by you will be able to change the Management mode if it is Self-service. For this, the administrator of the created tenant can go to Settings > Security and set up the Support access switch.

   To view the selected Management mode for your child tenants, go to Clients.

7. In Security, enable or disable two-factor authentication for the tenant.

   If enabled, all users of this tenant will be required to set up two-factor authentication for their accounts for more secure access. Users must install the authentication application on their second-factor devices and use the one-time generated TOTP code along with the traditional login and password to log in to the console. For more details, refer to "Setting up two-factor authentication". To view the two-factor authentication status for your customers, go to Clients.

8. [Only when creating a customer tenant in the Enhanced security mode] In Security, select the Enhanced security mode check box.

   With this mode, only encrypted backups are allowed. The encryption password must be set on the protected device and without it, creating backups will fail. All operations that require providing the encryption password to a cloud service are not available. For more details, refer to Enhanced security mode.

   You cannot disable the Enhanced security mode after the tenant is created.
9. In Create administrator, enter a login name and email for the administrator account.

   Selecting a language is optional. English will be used by default.

   The creation of an administrator is mandatory for a customer tenant and for a partner tenant with Management mode set to Self-service.

10. In Language, change the default language of notifications, reports, and the software that will be used within this tenant.
11. Do one of the following:
    • To finish the tenant creation, click Save and close. In this case, all services will be enabled for the tenant. The billing mode for the Protection service will be set to per workload.
    • To select services for the tenant, click Next. See Selecting the services for a tenant.