Editing Customers
You can view details and statistics of a customer and modify customer settings.
To edit a customer, select Customers on the left, then click the name of a customer in the list. Alternatively, in the Actions column, click the Edit button.
The following steps apply only to customers that are not in the pending status.
The customer page is organized into several tabs where you can review information about the customer, modify customer settings and review licenses.
On the Information tab, you can edit the following settings:
- In the upper part of the Settings section, you can review display name and Microsoft 365 tenant information and specify a region where you want to store backed-up data.
- In the lower part of the Settings section, you can manage optional features for the customer account.
- Select Enable self service to allow users of the customer Microsoft 365 tenant to log in to the customer portal and perform self-service restore of their Outlook emails and OneDrive files.
- Select Create / Delete policy to allow the customer to create new backup policies and delete them.
- Select Edit / Trigger policy to allow the customer to edit existing backup policies and start backup jobs.
- Select Auto Create Backup Policies to allow Veeam Data Cloud for Microsoft 365 to automatically create backup policies when the customer onboards. For details, see the Self-Service Onboarding section of the Veeam Data Cloud for Microsoft 365 User Guide.
- Select Allow multiple regions to allow the customer to create backup repositories in multiple regions. For details, see the Managing Backup Repositories section of the Veeam Data Cloud for Microsoft 365 User Guide.
- Select Enable email previews to allow customers to view the email body of backed-up emails.
If you disable this option, the Preview Emails permission will be hidden in the customer portal, and customer users will not be able to view the email body of backed-up emails. For details, see the Managing User Roles section of the Veeam Data Cloud for Microsoft 365 User Guide.
- In the Information section, you can review basic account settings and the history of account and license activation.
- In the Networking section, you can restrict customer portal access to specific IP ranges. This will increase security. To restrict access, do the following:
- Click Add IP Range and specify the starting and ending IP addresses of the range. You can add multiple ranges.
- Select Restrict Veeam Data Cloud access to specific IP ranges to apply your settings.
Your settings are merged with the settings that the customer specifies in the customer portal. The IP ranges that the customer adds are also displayed in this section.
On the Notifications tab, you can configure notifications settings that enable you and your customers to receive notifications about backups, restores, and license changes from the customer portal.
- Select Allow system notifications, to allow your customers to receive notifications and specify the notification settings. If you disable this option, the Settings > System > Notifications page will be hidden in the customer portal, and the customer will not receive notifications.
- From the Default language for notifications drop-down list, select a language in which you want to receive notifications.
- To add an email address for notifications, click Add Email.
If you want to receive notifications for monitoring and support, specify your email. The customer can modify this setting if the Allow system notifications option is enabled.
- To add a Teams channel for notifications, click Add Teams channel and specify the Teams channel incoming webhook URL. For details, see this Microsoft article.
If you want to receive notifications for monitoring and support, specify your Teams channel. The customer can modify this setting if the Allow system notifications option is enabled.
- After you add a contact for notifications, you can specify notification topics that the contact will receive.
- To remove a contact for notifications, click the Delete button in the Actions column.
The portal also allows you to specify the default settings for new customers. For details, see Managing System Notifications.
Backup Policies
On the Backup policies tab, you can review backup policies that are created for the customer. To create and manage Flex backup policies, click Manage Flex Backup Policies. For details, see Performing Backup.
On the Billing tab, you can review customer licenses.
- In the Licence Model section, you can review the current license model that the customer uses.
- In the VDC Subscriptions section, you can review which Veeam Data Cloud for Microsoft 365 plans the customer uses. Service providers can only sell the Flex plan. For details on plans, see the Plans section of the Veeam Data Cloud for Microsoft 365 User Guide.
- In the Licensed Users section, you can review the history of consumed Veeam Data Cloud for Microsoft 365 licenses.
Admin Users
On the Admin Users tab, you can view a list of users that are added to the customer account.
Veeam Data Cloud for Microsoft 365 supports the following methods to add an admin user:
- Your Microsoft 365 account is automatically added to your customers as an admin user if you specify it as VDC Primary Administrator in VCSP Pulse. For details, see Creating Customers.
- You can add your Microsoft 365 account to a pending customer in Veeam Data Cloud for Microsoft 365. For details, see Adding Admin Users.
- After onboarding, your customers can add your Microsoft 365 account through the customer portal. For details, see the Adding Admin Accounts section of the Veeam Data Cloud for Microsoft 365 User Guide.
Licenced Users
On the Licenced Users tab, you can review Microsoft 365 users that are backed up and consume Veeam Data Cloud for Microsoft 365 licenses. The page also displays the data protection status for each user.
To download the list of users in the CSV format, click Export to CSV.