Add a company

Use this procedure to add a company.

If you are a trial partner, you are limited to creating 15 companies.

 

  1. Go to the Companies page.
  2. Click Add company.

  3. In the Add company section, enter information for the new company.

    • Partner—Select the partner this company will be under.
    • Company name—Specify a unique name for the company.
    • Custom—If desired, enter custom information in the three provided fields. These fields allow you to enter your own custom information. Each field is limited to 500 characters.
    • Company uses user groups—Specify whether user groups are used in the company. To use user groups, select Yes or Defer to partner setting. If you select No, the Groups tab will be not be available for the company. For more information, see the Administrator Guide. The Administrator Guide can be found at https://support.carbonite.com/guides/Endpoint/Admin/EndpointAdminGuide.htm.

    • Auto sync device/computer names—Specify whether the company's device names in OpenText Core Endpoint Backup are automatically synchronized with computer names on endpoint devices. When this feature is enabled, if the computer name of an endpoint device changes, the device name is automatically updated in OpenText Core Endpoint Backup. If the user already has a device with the new name, a space and number are added to the new device name in OpenText Core Endpoint Backup (e.g., deviceName 2).

      To automatically synchronize the company's device names with computer names, select Yes or Defer to partner setting. If you do not want device names to be synchronized with computer names on endpoint devices, select No.

    • Allow passcodes to be emailed to users—Specify whether passcodes can be emailed to users in the company. To allow passcodes to be emailed to users, select Yes or Defer to partner setting. If you select No, passcodes cannot be emailed to users, even if a company administrator enables the option to mail passcodes.

    • Default policy set—Select the base policy set that you want this company to use.
      • Inherit policy from—Select this option to use the base policy defined at the partner level. This includes any modifications that you may have made to the policy.
      • Base Policy—Select this option to use the default, unmodified, OpenText Core Endpoint Backup base policy.

    • Trial Company—If you have the ability to create trial companies, you will see this option. Enable it to create a company in trial mode. You will not be billed for this company or its devices. The trial will expire in 30 days, and the company will be deleted 30 days after the trial expires.

      If you are a trial partner with trial companies, the trial companies will expire at the earliest expiration date of the company or the partner. For example, if the company expiration is tomorrow and the partner expiration is in two days, the company will expire tomorrow. If the partner expiration is tomorrow and the company expiration is in two days, the company will still expire tomorrow because the partner is expired.

  4. When the company definition is complete, click Create company.