Manage Accounts

Check Point works with Distributors and Managed Security ServiceClosed A Check Point service offering that helps customers with deployments or technical services for Check Point products. Providers (MSSPs). Most commonly, Check Point works directly with a Distributor that manages MSSPs in a region. MSSPs sell Check Point services to customers and manage customer accounts.

The Manage Accounts page appears only in Infinity Portal accounts of type MSSP and Distributor.

To open the Manage Accounts page, from the top toolbar navigate to > Manage Accounts.

The Manage Accounts page contains a list of all child accounts associated with the current account. It includes:

  1. In the upper-left of the table, click the hamburger button .

    A popup window opens.

  2. Select columns to show in the table.

    Only the selected columns appear in the table.

  1. From the top MSSPClosed Managed Security Service Provider (MSSP) - An managed security service provider (MSSP) provides outsourced monitoring and management of security devices and systems. Common services include managed firewall, intrusion detection, virtual private network, vulnerability scanning and anti-viral services. toolbar, click the filter icon.

    The Filters window opens.

  2. Apply or remove filters.

    Filters continue to apply after you close the Filters window. If one or more filters is applied, a green dot appears on the filter icon .

How to Manage Accounts

You can create a new account inside of a current account as its child account. The child account inherits users from the parent account based on group inheritance settings. To configure group inheritance settings, see User Groups.

To navigate from a child account to its parent account, from the top toolbar click the arrow icon .

  1. From the top toolbar, click > Manage Accounts.

  2. Click * New.

    The New Account window opens.

  3. Enter an Account Name.

  4. Select an Account Type.

  5. Select a Parent Account.

    Note - By default, when you create a child account, the parent account is the account that is currently open. If this account has child accounts of type MSSP, you can select one of these accounts to be the Parent Account.

  6. Select a Data Residency.

    Note - Availability of data residencies depends on the data residency of the parent account.

  7. Select a Country.

  8. Optional - Select one or more Optional services to start for the new account with a trial contract.

  9. Click Create.

    The New Account window closes. The new child account appears in the table.

  1. From the top toolbar, click > Manage Accounts.

  2. Select a child account.

  3. Click Edit.

    The Edit Account window opens.

  4. Edit the values for relevant fields.

  5. Click Apply to save changes.

You must use the Check Point User Center to purchase annual product subscriptions. For detailed instructions on how to create a User CenterClosed The Check Point User Center offers Single Sign-On (SSO) management for all your Check Point needs: (1) Manage Accounts & Products (2) Get Support Offers (3) License Products (4) Open & manage your Service Requests (5) Access Downloads and product documentation (6) Search Technical Knowledge Center account, see sk22716, or log in to the User Center.

  1. From the top toolbar, click > Manage Accounts.

  2. Select a child account.

  3. In the bottom table, open the Services & Contracts tab..

  4. Click link paid subscription.

    The Attach Account window opens.

  5. In the Login to User Center step:

    1. Enter the email address and password for the User Center account.

      Note - If your User Center profile does not contain contracts for an Infinity Portal service, you must purchase the contract and attach it to the User Center account. For more information, see Purchase a License.
    2. Click Next.

  6. In the Select Accounts step:

    1. Select one or more User Center accounts to link to the child account.

    2. Click Finish.

      The annual subscriptions from the selected User Center account(s) appear in the Services & Contracts tab.

  1. From the top toolbar, click > Manage Accounts.

  2. Select a child account.

  3. Click the Delete option in the top menu.

    A pop-up window opens: "Are you sure you want to delete [X]?"

  4. Click Delete to confirm.

In some scenarios, it is not possible to delete a child account:

  1. The child account itself has its child accounts. If an attempt is made to delete such an account, the admin receives this error message: "You cannot delete [X] parent because there are sub-accounts assigned to it. Delete them or assign them to another account first, and then try again."

  2. An account with a paid, active license. If an attempt is made to delete such an account, the admin receives this error message: "You cannot delete [X] child as it is attached to a User Center account with active contracts. Detach them before removing this account."

  1. From the top toolbar, click > Manage Accounts.

    The Manage Accounts tab opens.

  2. In the Manage Accounts tab > top taskbar, click Export > All Accounts.

    The Infinity Portal creates a compressed folder with CSV files, one file for each region. The CSV file contains details for the current account and all of its child accounts.

MSSP account administrators can reset a 2FA configuration for a child account user. Resetting 2FA for a user requires the user to re-configure 2FA. Reset 2FA when a user loses access to an account or when you think that an unapproved individual gained access to the account.

  1. From the top toolbar, navigate to > Manage Accounts.

    The Manage Accounts tab opens.

  2. Select an account.

  3. Select the Administrators tab.

  4. In the table, below the Action column, click the Reset 2FA icon for the applicable user.

  5. In the window that opens, click Reset.

    Warning - This action cannot be undone.

    The next time the user tries to log in to the Infinity Portal, the user is re-directed to the Two-Factor Authentication wizard. To access the Infinity Portal, the user must complete the wizard and then use 2FA to log in.

  1. Click Export > 2FA Report.

  2. Infinity Portal creates a compressed folder with CSV files, one file for each region. The CSV file contains the status of Two-Factor Authentication for each user on the current account and all its child accounts.

Viewing and Editing Child Account Details

You can view and edit child account details from a parent account. You can also view and edit child account details in the General section of the child account tenant.

  1. From the top toolbar, navigate to > Manage Accounts.

    The Manage Accounts tab opens.

  2. In the table, below the Name column, select an account name. If the account name does not appear, enter it in the search bar.

  3. View and edit child account details:

    General Settings (view only)

    Field

    Description

    Account ID

    The Account ID field contains a unique ID for this account, which the Customer support or Sales staff request to troubleshoot incidents or enable a feature.

    Unique Login URL

    The URL that users of the child account use to access Infinite Portal.

    Parent Account Name

    The name of the parent account.

    Registration Date

    The date when the account was initially registered in the Infinity Portal.

    Data Residency

    The geographic region where your organizational data is stored. You can select the region only when you create an Infinity Portal account. For more information, see How to Create an Account.

    The Primary Contact section shows the email address of the primary administrator who functions as a focal point for all future correspondence with Check Point. If the child account has more than one primary administrator, you can change the Primary Contact.

    To change the Primary Contact:

    1. Select the administrator from the dropdown menu.

    2. Click Save.

    Add or Edit a Personalization (Description) of the Child Account

    In the Personalization section, you can add a description in the text box. The description appears in the table above when you hover over the "i" icon () in the child account name cell.

    To add or edit the description:

    1. Enter text in the text box.

    2. Click Save.

    This tab shows information about administrators of the child account. For more information, see Users and User Groups.

    Number

    Description

    1

    Service name - The Infinity Portal's name for the SaaS service.

    2

    Account type - The specific software license type for the service. A service may have more than one account type, such as in Trial or Subscription.

    3

    Package (SKU) - This shows the SKU of each license.

    4

    Quantity (Units) - The number of Infinity Portal users with permission to use this account.

    5

    Expires on - The day the account subscription or contract is set to expire.

    This tab shows usage information for the child account and all of its child accounts. To see usage data for a month, select the month from the dropdown menu. If you select the current month, usage data is not final.

    Field

    Description

    Account Name

    Name of the Infinity Portal account.

    Service Name

    Name of a service associated with the Infinity Portal account.

    Monthly Usage

    Sum of usage days divided by the number of days in the month. Units are defined differently for each service.

    Yearly Subscriptions

    Number of yearly subscriptions purchased for the service.

    Monthly Pay-As-You-Go

    If usage is higher than your subscription, the number of monthly pay-as-you-go subscriptions appears.

    Account Type

    The account type. For more information, see General.

    Parent Account

    If the account is a child account, the name of the parent account appears.

Note - To change between accounts, it is necessary to have the account type called “Partner”.

  1. From the top toolbar, navigate to > Manage Accounts.

    The Manage Accounts tab opens.

  2. Hover over the arrow icon to the right of the account's name that you want to see.
    If the account's name does not show, enter its name in the search bar.

  3. In the Account Link window that opens, click Yes to change accounts.

  1. From the top toolbar, navigate to > Manage Accounts.

    The Manage Accounts tab opens.

  2. Click the account's name.
    The Services & Contracts tab opens and shows all services and contracts registered to the account.

  3. To see an account's service, click Go to app.

  4. In the Account Link window that opens, click Yes to open the service.

You can add a logo to appear in the upper-right corner of the Infinity Portal. By default, a child account inherits the logo from its parent account. You can configure a different logo for a child account.

Example - Account A is the parent of Account B. Account B is the parent of Account C. By default, Account B inherits the logo from Account A.. By default, Account C inherits the logo from Account B. If you set a new logo for Account B, then by default, Account C inherits the new logo from Account B.

This video shows how to upload and manage logos for a parent account and child accounts:

00:00: This video shows you how to add and manage logos in the Infinity Portal for MSSP accounts, Distributor accounts, and child accounts. 00:09: Log in to the Infinity Portal and open an account of type MSSP or Distributor. In this example, we are in an MSSP account called "Cyber MSSP". From the top toolbar, click the MSSP DIstributor button (circle with arrows). 00:25: From the dropdown menu, click "Manage Accounts". 00:28: In this example, Cyber MSSP is the only MSSP account. 00:33: And there are three Customer child accounts: Acme Inc., Financial Services Corp., and Logistics Inc. 00:39: We want the logo of Cyber MSSP to appear in the Cyber MSSP account and also in the child accounts for Financial Services Corp. and Logistics Inc. However, the security team at ACME Inc. wants the ACME Inc. logo to appear in their account. Let's start by uploading the Cyber MSSP logo to the Cyber MSSP parent account. Click the table row for the MSSP parent account. 01:05: Open the General tab. 01:08: In the Personalization section, open the Logo dropdown menu. 01:12: Select "Set a logo for only this account." 01:15: To upload the logo, drag and drop it into the indicated area. Or, click Upload and browse to the logo on your computer. 01:23: The logo appears in the Logo menu. In our example, this is the logo for the Cyber MSSP company. Click "Save". 01:31: In the confirmation window, click OK. 01:34: The Cyber MSSP corporate logo appears in the upper right corner of the portal. 01:40: By default, a child account inherits a logo from its parent account. In our example, the Logistics Inc. account is a child of the Cyber MSSP account. Let's navigate to the Logistics Inc. account. To open a child account, click the arrow button next to its name in the table. 01:57: In the confirmation window, click Yes. 02:00: The child account opens. In our example, the Cyber MSSP logo appears in the upper right corner of the portal in the Logistics Inc account. 02:09: From the top toolbar, click the arrow to navigate from the child account to its parent account. In our example, we navigate from the Logistics Inc. child account to the Cyber MSSP parent account. 02:21: In the lower section, open the General tab. In the Personalization section, the Cyber MSSP logo appears. This is because the default behavior is for a child account to inherit a logo from its parent account. 02:35: We click the table row for the Acme Inc. account. 02:38: Let's upload a logo just for the Acme Inc. account. In the General Tab > Personalization section, open the dropdown menu. 02:46: Select "Set a logo for only this account." 02:49: Upload a logo for the child account. In our example, we upload the Acme Inc. logo. 02:54: Click Save. 02:57: Let's navigate to the Acme Inc. account to make sure the Acme Inc. logo appears there. 03:02: Select the "Yes" option 03:05: The Acme Inc. logo appears in the upper right corner of the Acme Inc. Infinity Portal account. 03:11: Thank you.

 

  1. From the top toolbar, navigate to > Manage Accounts.

  2. In the table, select an account.

  3. In the General tab > Personalization section, open the Logo menu.

  4. Select one of these options:

    • Use inherited logo - If the account is a child account, it inherits the logo from its parent account. If the account is not a child account, it is not possible to configure this option.

    • Set your own logo - Upload an image file that meets the listed requirements.

  5. Click Save.

  1. From the top toolbar, navigate to > Manage Accounts.

  2. In the table, select a parent account that is not a child account.

  3. In the General tab > Personalization section, open the Logo menu.

  4. Click the trash can button.

  5. Click Save.