In general: Roles within workspaces can only be assigned to Emsisoft user accounts or Emsisoft Partner accounts.

Available roles within workspaces are:

Primary Workspace Owner

Is the legal owner of the workspace and responsible for all activities within a workspace. Has full access to everything and can re-assign ownership to another user.

Typical use case: The person that bought the software directly at Emsisoft.

Workspace Admin

Has full access to the workspace and can view/edit all devices, policies, incidents, logs, reports, users and the license of your workspace. Workspace Admins can change all user permissions except those of the Primary Workspace Owner.

Typical use case: An organization has multiple full-access administrators to share management tasks of the workspace.

Protection Manager

Can view/edit all protection relevant settings, such as devices, policies, alerts, logs, reports, but can’t change the workspace settings such as user roles and licensing.

Typical use case: A trusted third party who has more experience with security software manages the protection for the workspace, i.e. an IT professional or the ‘computer geek’ in the family.

Billing Contact

Special case: This role can not be manually assigned like the other roles. It is implicitly defined through the assignment of a license to an Emsisoft partner account. It is only displayed for workspaces that use partner-assigned licenses.

Billing contact is responsible for license payments at Emsisoft. Can view/edit license information, but doesn’t have access to devices or other protection related workspace settings.

The billing contact receives license renewal reminders from us.

Typical use case: A managed service provider (MSP) or reseller who sells the malware protection in a bundle with other services, i.e. general computer maintenance services.

User access

Partner account level roles

Partner accounts are virtual entities that have the same functionality as user accounts, but can contain multiple users. E.g. a partner company can have one or more employees that will be granted access to all workspaces where the partner account has a role assigned.

Available roles within partner accounts are:

Primary Partner Account Owner

Is the legal owner of the Emsisoft Partner account and is responsible for all activities within a partner account. Has full access to everything within the partner account (billing, licenses, settings, users) and can re-assign ownership to another user.

Typical use case: The owner of the partner company.

Protection Admin

Can:

• Edit policy- and report templates.
• Edit protection settings of managed workspaces.
• Deal with malware incidents.

Can’t:

• Buy or manage licenses.
• Edit license settings in managed workspaces.
• Edit partner account settings or users.

Typical use case: A tech employee of a partner company who’s job is to set up new workspaces and monitor the security of managed workspaces. Shouldn’t need to see any billing related information.

License Manager

Can:

• Buy and manage licenses.
• Edit license settings in managed workspaces.

Can’t:

• Edit policy- and report templates.
• View and edit protection settings of managed workspaces.
• Deal with malware incidents.
• Edit partner account settings or users.

Typical use case: A sales employee of a partner company who’s job is to sell licenses (new and renewals). Shouldn’t see any protection/technical related information of customer workspaces.

Partner access

Remarks

(1): If the partner account only has the billing contact role but not technical roles on a workspace:

• All non-license/billing related information is hidden from the workspace list.
• Any columns that can’t be accessed are left blank and filter/search features don’t apply.
• Any alerts, issues, quarantine or other information is not included in KPI tiles, charts or alert lists.
• A click on such a workspace’s name doesn’t open the workspace dashboard but its Settings panel instead. The settings panel only shows the workspace name and the License section but nothing else.
• All sub-menu items of the workspace (policies, reports, logs, etc.) are hidden.

The post User and partner role permissions appeared first on Emsisoft Help.

Each Emsisoft license comes with a workspace, a virtual entity that represents the user’s place or organization. Workspaces are used to manage all of the devices of a particular user on a single screen, and can store protection policies, infection reports and more. Workspaces also provide tools for investigating malware incidents.

When you sign up for a new Emsisoft account, you’re asked to set up your workspace, which includes: Naming the workspace; defining whether you want to manage your devices locally, remotely or both; choosing a product edition; and setting an administrator password to protect your devices from threat actors.

However, in certain situations, a workspace may be created before the actual user account is available. This can lead to “unclaimed” or “anonymous” workspaces that have no owner yet.

Scenario 1: User installs through the offline installer and activates their license via coupon

Some users may not want or need to use their 30-day trial period and install the software through an offline installer. When they activate the software through a coupon in the license dialog, a new workspace is created in the background.

Activation via coupon in software

Scenario 2: Partner installs software for an unknown user

It’s common for break-fix services to (pre)install Emsisoft protection software for their customers, including product activation. However, in most cases, the partner doesn’t have access to the customer’s email account to sign them up for an Emsisoft account.

In this situation, partners are advised to create anonymous workspaces through the Emsisoft Partner Portal and use the new workspace’s custom installer to install and activate the software in one go without any user interaction required.

Creating a new anonymous workspace via the Partner Portal

After creating a new anonymous workspace, it will show up in your Partner Dashboard like this:

An unclaimed/anonymous workspace in the workspaces list

Open the workspace and you’ll get the installer that automatically connects the device to your workspace:

Install and connect new devices to the anonymous workspace

Claiming a workspace as a user

Users will see the following notification popup on their devices when they’re connected to an unclaimed workspace:

Notification about unclaimed workspace

Note: Those notifications can be suppressed for a selected interval if needed. However, we do not recommend doing so, as the user will be unable to take advantage of all the advanced protection and incident investigation features of the Emsisoft Management Console that are only accessible via the workspace.

When clicking ‘Complete setup now’, users are guided through the process of signing up for an Emsisoft user account. Once completed, the first login at MyEmsisoft will show the following dialog to claim the workspace:

Name the workspace

Select a security management mode

Once these basic setup steps are completed, the workspace is officially owned by the user and nobody else will be able to claim it.

Just seconds later, the Emsisoft user interface will reflect the changes;

Emsisoft protection software is connected to the workspace

The post Dealing with unclaimed workspaces appeared first on Emsisoft Help.

• Create new customer workspaces.
• Invite users and assign roles.
• Apply and activate licenses.
• Deploy protection software.
• Assign devices to protection policies.
• Set up email and webhook notifications.

Our API is RESTful and returns JSON. New features are added regularly.

The Emsisoft API functionality generally reflects features of the MyEmsisoft Management Console and the Emsisoft Partner Portal.

Check out the Emsisoft API Documentation for full reference.

Prerequisites

Most Emsisoft API resources require an API-Key to authenticate. If you need an API-Key, please request one with your Emsisoft partner manager through the contact box located at the bottom right of this page.

API-Keys are assigned with user accounts. If your permission level enables access to specific functionality via the web portal, you can expect to get access to the same functionality via API, too.

Note that some API features are limited to registered Emsisoft Partners (e.g. assignment of stock licenses to workspaces) and some are only available for Emsisoft Distributors (e.g. on-the-fly creation of new licenses).

Create a new workspace

An Emsisoft workspace defines an entity that holds all devices of a single customer. A workspace is typically used to represent an organization, with protection and permission policy groups set up to mirror internal team/department structures.

As an Emsisoft partner, you can specify parameters like the workspace name, user roles and license information in a single API call, but it’s also possible to add workspace details step by step in individual API calls.

All-in-one API call

Save a text file create.json that contains all workspace details. Please replace sample data with your desired values.

{
  "name": "MyTestWorkspace",
  "customerEmail": "customer@email.com",
  "customerRole": "owner",
  "partnerRole": "admin",
  "billingContact": "Partner",
  "coupon": "XXX-YYY-ZZZ-356"
}

These example values will invite your customer to join the newly created workspace as an owner, add yourself as a workspace admin, assign one of your unused license coupons and make sure that Emsisoft will not reach out to your customers for renewals.

Alternatively, it’s also possible to assign a trial license for a specific product edition or add the workspace to your monthly MSP billing plan.

Run this POST command to perform the action:

curl -i -H "Api-Key: AAAAAAAA55AC4D61A2A741F1FFFFFFFF" 
     -H "Content-Type: application/json" 
     -d @create.json 
     https://api.emsisoft.com/v1/partner/workspaces/create

You should get a HTTP 200 status code in return to confirm that the workspace has been successfully created. Check for possible errors: HTTP 400 – Bad Request/Validation or logical error; HTTP 401 – Unauthorized. Insufficient permissions or API-key not provided.

Deploy the protection software

If your automation software has access to the device that needs protection, the quickest way to install the software is by requesting a tokenized installer download that installs and activates the product without any further user interaction required. Please also check out the available installer parameters for silent installations.

Get tokenized installer download link

Run this GET command:

curl -i -H "Api-Key: AAAAAAAA55AC4D61A2A741F1FFFFFFFF" 
     -H "Content-Type: application/json" 
     https://api.emsisoft.com/v1/workspaces/aaaaaaaa-4ebe-4d9c-9d43-ffffffffffff/install

You will get a response similar to this:

{
  "policyGroupGuid": "00000000-0000-0000-0000-000000000000",
  "isAutoRenewEnabled": false,
  "isWorkspace": true,
  "installToken": "000000-8f7d-42e0-a521-ffffffffffff",
  "downloadUrl": "https://dl.emsisoft.com/tagged/EmsisoftAntiMalwareWebSetup_000000-8f7d-42e0-a521-ffffffffffff.exe",
  "downloadX32Url": "https://dl.emsisoft.com/tagged/EmsisoftAntiMalwareSetup32_000000-8f7d-42e0-a521-ffffffffffff.msi",
  "downloadX64Url": "https://dl.emsisoft.com/tagged/EmsisoftAntiMalwareSetup64_000000-8f7d-42e0-a521-ffffffffffff.msi",
  "remoteDeployEnabled": false
}

The default (small) web installer is linked in field ‘downloadUrl’. Alternative downloads for specific use cases are provided, too. The token is unique to your default policy group in your workspace.

Important! Never share your tokens with the public, as it authorizes users to activate their software with your license key without further logins or license activation required.

Invite a user via email to install protection

Run this POST command:

curl -i -H "Api-Key: AAAAAAAA55AC4D61A2A741F1FFFFFFFF" 
     -H "Content-Type: application/json" 
     -d "{\"email\": \"example@email.com\"}" 
     https://api.emsisoft.com/v1/workspaces/aaaaaaaa-4ebe-4d9c-9d43-ffffffffffff/install/send-links

You should get a HTTP 200 status code in return to confirm that the download link was successfully sent to the specified user.

Conclusion

Using the Emsisoft API to automate common tasks is easy and doesn’t require extensive software development experience. Please check out the full API reference for more APIs. We will also extend the available features significantly over the next months.

If you have any questions or need assistance, please don’t hesitate to ask our support team.

The post Automation guide: Setting up new customer workspaces via API appeared first on Emsisoft Help.

Key features:

• Only devices that were active during the previous month are billed.
• Automated recurring payment for all licenses on the first of the month.
• $10 minimum payment per month.
• Competitive pricing with volume discounts.
• Detailed billing reports available to download.
• Monthly billing can be simultaneously used with classic annual billing.

Activating the monthly billing

Log in at the Emsisoft Partner Portal and navigate to your partner ‘Settings’ page at the left side menu. Scroll down to the section ‘MSP billing’. Click ‘Enable monthly billing option’ and follow checkout instructions to completion.

An activation payment of $10 is required to start the monthly recurring subscription and to authorize future payments. It also covers all devices for the rest of the current calendar month. Remaining time of the month is not prorated.

Note: Enabling the monthly billing option does not affect any of your currently managed licenses and workspaces. We recommend switching workspaces over to the monthly billing scheme shortly before their licenses are due for renewal.

Once the monthly billing option is enabled you can start assigning workspaces to the billing plan.

Recurring payments

The first regular recurring payment is being processed on the first of the following month after the first full month is completed and the number of active devices can be determined.

Note: Only devices that were actively used during the previous month are being billed. Device activity is tracked through online updates of detection patterns.

You will receive a billing report by email once the payment processing has been completed.

Billing history

The ‘Billing history’ section provides an overview of all past payments. You can download a detailed device usage report for each month via the icon on the right.

Deactivating the monthly billing

Click the ‘Cancel monthly billing option’ button to end your subscription. Select one of the available billing end dates.

Note that canceled subscriptions can still be re-activated before the final billing date is reached.

Warning! Cancellation ends all licenses assigned with the monthly billing!

Make sure you assign other regular licenses with all affected workspaces before you cancel the subscription, otherwise you risk leaving many devices unprotected.

Assigning workspaces to monthly billing plan

When creating new workspaces

With an enabled monthly billing plan, you will see an additional option in the ‘Create workspace’ panel that allows you to add the new workspace directly to the monthly billing plan.

Here you can set the product edition and the maximum number of allowed devices for the workspace. This number should reflect what the end-user of the software is subscribed with at your business. When they reach the maximum number of devices, they will not be able to deploy the software to more devices.

See Best practices for Managed Service Providers for details on how to set up workspaces for your clients.

Assigning existing workspaces

Navigate to the workspace and open the workspace ‘Settings’ panel. At ‘License’ you can change the license. In the change popup box, select the product edition and the maximum number of allowed devices and confirm to add the workspace to the monthly billing plan.

The protection software will then automatically pick up the updated license information during one of the next regular online updates.

Tip: We recommend switching workspaces over to the monthly billing scheme shortly before their licenses are due for renewal. Alternatively, you can recycle any unused license period with a different workspace (only if the license key wasn’t exposed to end-users at all).

The post Monthly billing option for Managed Service Providers (MSPs) appeared first on Emsisoft Help.

• Buying licenses
• Managing licenses
• Order history

Buying licenses

Note: If your Emsisoft partner account is assigned with an Emsisoft distributor, direct purchase through the Partner Portal may not be available. Please refer to your distributor or reach out to our partner support team if you have questions or require changes in your configuration.

Important: License period always starts when the license key is first used or assigned to a workspace. License keys must be first activated within 12 months from purchase date or they will expire.

All licenses purchased through the Partner Portal are automatically assigned with your partner account and end-users will have to obtain license renewals from the partner. Renewal reminders are being sent to you and it’s your responsibility to get in touch with the end-user to arrange renewal.

Emsisoft will not notify or attempt to sell renewals to the end-users directly, unless their protection is at immediate risk (e.g. if the customer hasn’t renewed through your partner account by three days prior to license expiry).

Licenses for single customers

Select the desired product, set the number of devices and the required license period in the product grid. Click ‘Buy’ to continue with the checkout.

Your partner discount is automatically applied. Each purchase results in one license key, which can only be used by one customer with a single workspace.

License renewals are not possible on this page. Instead, select the license to renew on the ‘Manage licenses’ page and follow the renewal instructions from there.

If you require a custom license configuration that is not available through the buy page, please reach out to your partner manager and they will get that ready for you.

Tip: Discount for educational institutions and nonprofit organizations

Emsisoft offers a discount for educational institutions, non-profit organizations and charities, as well as for students and teachers. To receive this discount, please send evidence that your customer is eligible to your Emsisoft partner manager. You’ll receive a custom purchase link if the discount is approved.

Bulk licenses for multiple different customers

To save time with purchases you can also buy larger amounts of licenses at the ‘Bulk licenses’ section further down the page. Additional attractive discount levels apply when buying 10, 25, 50, 100, 250, 500 or 1000 licenses at once.

Select the number of customers, the number of devices per customer and the license period. Click ‘Buy’ to proceed to checkout.

Monthly billing for MSPs

For details please refer to the following user guide:
Monthly billing option for Managed Service Providers (MSPs)

Managing licenses

All licenses that are assigned with your partner account can be viewed and managed here. If you’re missing a license key, please try to assign it through the ‘Assign key’ feature at the bottom of the page.

Actively used licenses

The grid on top of the page shows all actively used licenses. Use the filters to only view licenses that are either expired or expire soon, so you can follow up with those customers.

The search box performs a wildcard search within multiple columns such as license key and custom notes. Click the pencil icon on a license to add a note, e.g. order ID, customer reference, etc.

Click the hamburger menu on the right end of a license to see additional options such as viewing the change history of a license or renewals.

Renewing a license

Click the hamburger menu on the right and select ‘Renew’ and the preferred number of years. Follow the checkout instructions to complete renewal. Your customers don’t need to do anything for license activation – the software will automatically obtain the new license information during an online update.

Tip: One-click renewals

If you have unused licenses (that match the number of seats of the selected license) in your partner account, you will see an additional ‘Renew with coupon’ option in the hamburger menu. 

Migrating to a different product edition

If your customer wants to migrate to a different product edition (e.g. upgrade from Emsisoft Business Security to Emsisoft Enterprise Security) select ‘Renew & migrate to Enterprise Security’. On purchase, the license will be changed to the new edition and the software will pick up the license information through the regular online updates.

New, unused licenses

The bottom grid on the ‘Manage licenses’ page shows all licenses (coupons) that haven’t been activated yet. Use the filters or search feature to select specific licenses.

Tip: The grid supports custom grouping to improve your workflow. Just drag one of the grid column headers (e.g. product name) over to the area below the filters to re-group the list.

Important: Make sure your license coupons don’t expire without being used. We recommend using the filter ‘View licenses that expire soon’ as a default view.

When you renew an actively used license with a coupon, the system always uses the coupon with the soonest expiry date, unless it’s tagged with a custom note. The system assumes that you will have a specific use case for such coupons with notes and therefore skips them.

Order history

The order history panel shows a full record of all your license purchases, including new orders, renewal and monthly subscription plan details.

The grid is color coded and shows already used licenses in a different color to  the not yet activated ones.

Filters and search box work in a similar way as on the ‘Manage licenses’ page.

The post License purchase and management for Emsisoft partners appeared first on Emsisoft Help.

Emsisoft Partner Portal benefits:

• License purchase and management: The Emsisoft Partner Portal features purchase options for custom single customer licenses and large volume stock licenses. Options also include quick renewal features for expiring licenses and monthly recurring billing options.
• Remote security software management: Emsisoft partners have access to advanced efficiency tools in the Emsisoft Management Console that save deployment and configuration time when working with managed client devices. The console is available through the web and mobile app and mirrors the full set of settings that clients see locally on their devices.
• Marketing and sales resources: The Emsisoft Partner Program provides a range of marketing tools and resources that help promote Emsisoft protection. Resources include flyers, posters, illustrations, data sheets, logos, icons, partner certificates and press references.
• Partner support: As a registered Emsisoft partner you have access to our qualified support team that quickly provides solutions for your technical, sales or marketing related issues. Support is available through email, live chat and call back service.

Signup for new Emsisoft Partners

Login at the Emsisoft Partner Portal

Partner Program User Guides

• License purchase and management for Emsisoft partners
• Best practices for Managed Service Providers
• Monthly billing option for Managed Service Providers

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