In this article, you will find information about the process of HEIMDAL Dashboard tenant creation, useful for Distributors and Resellers, as well as how to manage licensing options for these types of tenants. You will also get information on how to create user accounts that allow you or your customers to log in to the HEIMDAL Dashboard.
First of all, it is to be known that the HEIMDAL Dashboard has its hierarchy made with 3 types of tenant accounts in mind:
- Distributor - the distributor can create other reseller tenants and enterprise/corporate tenants (in the Admin section); the distributor cannot impersonate an enterprise/corporate tenant and cannot perform any product configuration on reseller or enterprise/corporate customers.
- Reseller - the reseller can create enterprise/corporate customers (in the Admin section); the reseller can impersonate any of their enterprise/corporate tenants and can perform product configuration changes on any of their enterprise/corporate customers.
- Enterprise/corporate customers - the enterprise/corporate tenants can manage and configure the products available under their HEIMDAL license key (do not have access to the Admin section).
1. Create or manage a Reseller
2. Create or manage an Enterprise (Corporate) Customer
3. Create or manage an External Demo Customer
4. Create or manage a HEIMDAL Dashboard user account
CREATE OR MANAGE A RESELLER
Once you log into the HEIMDAL Dashboard, click on Admin. Here, you will be presented with the portal used for managing accounts under your distributor role. To create a new customer, click on the Create new Customer link.
In the case of creating a Reseller account (as seen in the image), you can fill out the relevant details, such as name, revenue, number of licenses, and billing information. But here you can also select the components the Reseller can license further (Licensing Options) by checking each box as necessary. Note that Monthly Billing is needed for SPLA licensing.
CREATE OR MANAGE AN ENTERPRISE/CORPORATE CUSTOMER
Once you log into the HEIMDAL Dashboard, click on Admin. To create a new customer, click on the Create new Customer link.
For creating the enterprise/corporate customer, you can provide the relevant details, such as name, email, number of licenses, data region (what region the customer's data should be store in: Europe, US, UK), the Email Security data storage region (only if an Email Protection license is enabled: Europe, US, UK, UAE), and billing information. But here you can also select which components are to be licensed to that specific customer, by checking each box as necessary. Note that Monthly Billing is needed for SPLA licensing.
Here you can also generate or update the license key that the customer will use. Click on ADD KEY (or click the key itself if editing an existing customer) to generate a key and choose parameters such as the desired expiration date.
CREATE OR MANAGE AN EXTERNAL DEMO CUSTOMER
Resellers have access to a fully functional Demo Customer environment within our unified cybersecurity platform. This environment is designed to support compelling, tailored demonstrations that address the specific pain points of prospective clients.
The Demo Customer setup allows resellers to showcase key platform capabilities, such as threat detection, identity management, and automated response, using a realistic, pre-configured dataset. This controlled sandbox environment enables you to demonstrate the platform’s effectiveness, build trust with potential clients, and streamline the sales cycle.
To use the Demo Customer functionality, reseller-type Dashboard accounts must navigate the normal steps for creating an Enterprise/Corporate Customer and enable the External Demo Customer option.
Note: A maximum of one demo corporate customer per reseller entity can be created.
Once enablement is completed, that environment (the corp. customer needs to be impersonated by the reseller accounts) will be automatically populated with mock data (refreshed every week) for the Heimdal modules that are under the reseller’s product portfolio, thus providing the opportunity to assess the products and conduct versatile Heimdal dashboard demos.
The job responsible for populating data in Demo Customer accounts is scheduled to run every week on Sunday, and will insert data for the following days.
On existing Demo Customer accounts, the job will run every 2 weeks.
For example:
If the job ran for a specific customer on Sunday (e.g., April 12), it will not run again for that same customer the following Sunday (April 19). Instead, it will run again on the next cycle (e.g., April 26).
Known Issue: Some users may experience unexpected behavior when the LastPass browser extension is enabled. LastPass can attempt to interact with UI elements. In some cases, this interferes with dynamic components of the Dashboard, causing incorrect redirects, view switching, or UI inconsistencies.
CREATE OR MANAGE A HEIMDAL DASHBOARD USER ACCOUNT
In the HEIMDAL Dashboard, under the Accounts section, you can create and manage user accounts for any of the Reseller or Enterprise (Corp) customers. The user accounts that can be created in the HEIMDAL Dashboard are as follows:
- Distributor user account (used to log into the distributor Dashboard).
- Reseller user account (used to log into the reseller Dashboard).
- Enterprise customer user account (used to log into the customer's Dashboard).
- Visitor user account (can log into a customer's Dashboard but cannot modify settings, only view them).
To create a new user account, click the Create New Account button. You are required to set the login email address, the customer under which it will be used, as well as other information, such as time zone, report generation, role, or login restrictions based on IP Address ranges.
The image below shows reports as configurable for the Reseller role.
The image below shows reports as configurable for the Enterprise/Corporate customer role.Once the user account is created, you can also edit the user claims in the Access Control tab (on the newly-created user account).