Initiating an Affiliation

The Super Admin of the MSP account initiates the Affiliations process to add customers to the MSP account to share the MSP-owned products with the Customers. Once an MSP initiates the Affiliations process, the request goes to the customer. Super Admin of the Customer account reviews and approves or rejects the request.

Customers get added to the account after the Affiliations request is approved. Access to the organization resources is controlled by User Groups. Mostly, added customers get Read-only access to the resources.

To initiate an Affiliation

1. Login to SonicWall Unified Management.
2. Navigate to Admin Settings | User Access Management > User Groups > Affiliations tab.
3. Click the New Affiliation (+) icon.

4. Fill in the New Affiliations details:

   Customer ID	Enter the account ID of the Customer. You can find the account ID under Account > My Profile.
   Customer Name	Automatically detects the customer's name based on the entered account ID.
   Select Tenant	Select the Tenants from which you want to share the products. You can select multiple tenants.
   User Group	Select the User Group to which you want to add the employees.
   Access	Define the Access level to be granted for the selected User Group. You can change the Access level of the user group later under My Workspace | User Groups.

5. Click Add.

   • Now the affiliation request is initiated and is added to the Affiliations table with Pending status.
   • Customer gets an email to approve the request. The Super Admin of the Customer can log in to the account and Approve the request according to Approving an Affiliation.

On approval of the pending request by the customer:

• Affiliation Status gets changed to Established.
• Scope shows the Affiliation name and products shared with Shared sign.