Managing Multiple Customers

Managing multiple customers from a single CanIPhish account is designed to be simple and easy. You'll be able to create new customer tenants on an as-needed basis, seamlessly switch between them and also copy white-labelled settings between each.

This article will guide you through the process of using the Customer Management Dashboard: https://caniphish.com/User/UserProfile?queryType=ManageCustomer

• Getting Started
• Creating Customer Tenants
• Switching Customer Tenants
• Managing Customer Tenants
• Tenant Syncing (Master Tenant Management)
• Inviting A Customer To Join A Tenant You Have Created

Getting Started

The customer management dashboard isn't enabled by default. This functionality is reserved for use by CanIPhish Partners. If you'd like to become a partner, simply register interest on our Partner page. We'll get you set up with a free 14-day trial, allowing you elevated access to the platform and unrestricted access to our partner features.

Once your trial is enabled, the customer management dashboard will be available at: https://caniphish.com/User/UserProfile?queryType=ManageCustomer

It can also be accessed by clicking 'Customer Management' in the Configuration options.

Creating Customer Tenants

Once the customer management dashboard has been enabled, you'll be able to seamlessly create new customer tenants.

To do this, simply select the customers preferred storage region, specify their company name and click create tenant!

Switching Customer Tenants

Once a customer tenant has been created, it'll appear as a tenant available in the dropdown selector under the Change Active Tenant heading:

You can also switch between tenants using their name from the dropdown menu on the top bar

The item flagged with the "Current Tenant" prefix represents the customer tenant you are actively logged into. If you select another tenant from the dropdown, you will be seamlessly switched into that new tenant. You'll notice that the page re-loads during this process. In this case, I selected the "CanIPhish Demo 4" tenant.

You can distinguish the tenant you're actively logged into, by looking for the company name associated to it. This can be viewed in three locations:

Location 1: User Profile

Location 2: User Profile Icon

Location 3: Active tenant on customer management dashboard

Location 4: In the top black bar

Managing Customer Tenants

Each customer tenant operates in complete isolation. It has its own seperate role-based access controls, subscription, employee lists, campaigns, reporting, etc. This is designed to prevent customer data spillovers. While each tenant is completely separate, we have introduced automation to copy white-labelling settings between each tenant. This is designed to simplify the process of managing white-labelling, as setting it up for each new customer tenant would be tedious and inefficient.

To copy white-labelled settings between customer tenants (where white-labelling has already been setup on atleast one tenant), follow the below steps:

1. 1. Select the Activate button next to a tenant you'd like to copy white-labelled settings to:
2. Under the "From" dropdown, select the tenant which you'd like to copy the settings FROM. In the example, we are copying the white-label settings from CyberCorp to ABC.
3. Select Save and you're all done!

Troubleshooting: If you notice that the tenant you're actively logged into has a "Disabled" button instead of "Activate" button, simply switch to a different tenant that you're controlling and then attempt to activate. This is a known limitation.

Tenant Syncing

CanIPhish provides tenant synchronization features that allow you to push configuration from your master tenant to your sub-tenants. This is a fast way to perform a mass sync. 

To find the Master Tenant Management section, click the "Manage" button at the bottom of the Customer Management tab.

Here is an overview of the various features and how they work

1. Email Notification Sync: Email notifications for activities such as training assignments, outstanding tasks, and reported phishing can be fully customized in your master tenant. To synchronize these settings with subordinate tenants, simply select ‘Initiate Sync.’

2. New Tenant User Sync: When platform users have access to your master tenant, this feature allows you to synchronize their accounts and roles with all subtenants.

3. Phishing & Training Content Sync: Any phishing or training content created in your master tenant can be synced seamlessly to subordinate tenants using this option.

4. White-Label Sync: Push your master tenant’s white-label configuration to all subordinate tenants in a single step. This ensures consistent branding across tenants.

5. False Positive Suppression Sync: If you’ve configured false positive suppression settings in your master tenant, you can apply these settings across all subordinate tenants with this feature.

6. White-Label Sync: Whenever a new customer tenant is created, it will adopt the white-labelled configuration of your master tenant. If white-labeling is not set up or no master tenant is specified, then no white label will be applied. If you'd like to change the white-label, it can still be done on a tenant-by-tenant basis.

7. Tenant User Sync: Whenever a new customer tenant is created, partner user accounts and their respective roles will be synced from the master tenant to the new customer tenant. Roles will remain the same, however the tenant creator will be the Tenant Super Admin.

Inviting A Customer To Join A Tenant You've Created

Does your customer want access to view their campaign statistics, make modifications to phishing emails, or otherwise generally interact with the platform? Let's walk through how this occurs.

When you want to invite a customer to join a tenant you've created specifically for them, it's the same process you'd normally follow for setting up a new user. The main thing to make sure of, is that you're currently switched into the correct tenant (See Switching Customer Tenants above)!

Once you've determined you're in the correct tenant, simply click on the Platform Management tab and invite the new user, providing them with either the Platform Admin, Platform User, or Platform Reporter role.

How Does This Work With White-Labelling?

If you've setup white-labelling on one tenant, make sure that you duplicate the white-labelled configuration to your new customer tenant (See the example snippet below):

Once duplicated, your new customer tenant will leverage the existing configuration made on your other tenant. Any user invitations, scheduled reporting, etc. will appear to come from the white-labelled domain.

Will My Customers See The Pricing Page If Their Tenant Is White-Labelled?

No. While you will still see the Pricing and Subscription pages as a "Platform Super Admin", they will be hidden from view for anyone else accessing that tenant. Since there can only ever be one "Platform Super Admin" you can have assurance that your end-customer isn't seeing references to the CanIPhish brand.

Will My Customers See The Customer Management Dashboard?

No. Only you, as a partner, can see this. When we onboard new partners, we unlock access to the Customer Management Dashboard and make it so any user who signs up with an email address from your domain (e.g. partner-xyz.com) will also have access to it. It's important to know that simply having access to the Customer Management Dashboard doesn't automatically give you access to other tenants - you still need to have access provisioned on a tenant-by-tenant basis. Once access is provisioned, then the tenant will appear in your dropdown selector.