Create A New Customer
This guide cover explains how to create a customer account in Mesh, including free trials, NFR orders, and buy-now orders.
Tip: If this is your first time setting up a customer in Mesh (or even if it’s not), it is worthwhile familiarizing yourself with this checklist ⟶ Before You Start Checklist
🕐 Completion Time: 2 minutes
Step 1: Open the new customer modal
In your MSP portal, navigate to customers > new.
Step2: Select your mail platform
Select the "Mail Platform" from the dropdown meu
Step 3: Select your service
Select the "Service" you wish to order:
Mesh Gateway (MX-based)
Mesh 365 (API based)
Mesh Unified (MX based and API based)
Step 4: Enter your customer’s information in the required fields
Ensure there are no typos in delivery destination.
Licenses - Licensing Explained
Default Admin - The default admin is a system requirement. It is not a billable license. It does not need to be a real mailbox.
Step 5: Additional customer settings
Policy Template - Select the policy template you’ve created.
Apply Existing Global Rules - Apply existing global rules to this new customer account.
MSP Management Allows the MSP to login to the customer account for management purposes. If this is disabled, the customer account can be managed by anyone with an administrator role at customer level.
Two-Factor Authentication This will force administrators/users that log into the customer-level portal to configure two-factor authentication. It does not affect the login as function from MSP level.
Monitor Mode (Mesh 365 Only) Mesh scans all emails and provide verdicts, but no actions are taken.
It can be beneficial to start in monitor mode for a few days. See why ⟶
Step 6: Account Type
Buy Now will start the billing period immediately.
Free 14-days trial automatically converts to billable after 14 days unless terminated.
NFR (Not for resale) is only for use on your MSP domain (maximum of 50 licenses).
Once you’ve submitted the form, the account will be created instantly and you will receive confirmation by email. The next step is to complete the install.
Install Guides ⟶Installation Guides