How to configure the MSP Mode on the Omada Controller

Contents

Add and Manage Customers

Assign and Manage License

Add Sites and Devices

Add and Manage Account

Add New User

Conclusion

Objective

The article describes how to configure the MSP mode on the Omada Controller and the functional changes that occur when it is enabled.

Requirements

Omada Software Controller (v5.9 and above) / Cloud-Based Controller

Introduction

The MSP (Manager Service Provider) mode extends the management structure of the Omada Controller.

With MSP mode enabled, you can add multiple customers for higher-level management of sites and users. In MSP mode, you can monitor each customer's real-time status, manage all customers to oversee the entire network and handle all accounts.

The MSP mode is recommended for centralized management of sites and devices across different regions.

Enable MSP Mode

To enable MSP mode, follow the steps below:

Step 1. Log into the controller using the Main Administrator account.

Step 2. Go to the Global view, click the icon in the top right corner, and click Enable MSP mode. Confirm the action that appears in the dialog.

The position to enable MSP mode on the Omada Controller.

Note: Enabling or disabling MSP mode may disconnect cloud access or the Omada app, requiring you to log back into the controller.

After enabling the MSP mode, you will enter the MSP view by default.

Enter the MSP view after enabling the MSP mode.

Add and Manage Customers

In the MSP view, go to the Customer page.

The position to enter the Customer web page on the controller.

You can add a customer in three ways:

Add New Customer: Click Add New Customer above the Customer List, enter the Customer Name and Description, and click Confirm to add a new customer.

Add new customer, including customer name/description.

Copy Existing Customer: Click the copy icon next to an existing customer entry, enter the Customer Name and Description, and click Confirm to copy the existing customer's configuration.

The position to copy a new customer.

Import Customer: Click Import Customer above the Customer List, fill in the Customer Name and Description, and decide whether to retain device information. Then, import the configuration file from a local file or file server.

Note: You can only import configuration files from Controllers with the same or smaller first three version numbers.

Import a new customer by clicking Import Customer and filling in the relevant fields in the pop-up window.

The new customer will be added to the Customer List, where you can view customer information and use the ACTION icons to edit, copy, delete, or log into each customer's controller.

Assign and Manage Licenses

Note: This section is only for the Omada Cloud-Based Controller.

Step 1. Go to License> Licenses. You can choose whether to enable Auto-Active and Auto-Rollover.

With Auto-Active enabled, the controller will automatically apply a license to a device once it is adopted.

With Auto-Rollover enabled, licenses will renew automatically upon expiration.

Auto-Active and Auto-Rollover work only when the customer has licenses.

The position to enable Auto-Active and Auto-Rollover on the Cloud-Based Controller.

Step 2. Go to License> License Assignment, click Assign Licenses in the top right, select the target customer, and assign licenses.

The position to assign Licenses on the Cloud-Based Controller.

Add Sites and Devices

Step 1. Select the customer to log in from the Organization drop-down list in the top right corner. Create a site in the Global Dashboard.

Create a new site in the global dashboard.

Step 2. In the Global view or MSP view, go to Device > Known Devices to add devices.

Add new devices on the Known Devices page.

Add and Manage Accounts

The system provides two levels of roles:

MSP Role: for managing configurations in the MSP view
Customer Role: for managing configurations in the Global view and Site view

Each role level has three default account roles: Main Administrator, Administrator, and Viewer. You can also create new account roles and customize their access permissions.

Main Administrator

The Main Administrator can access all features in the corresponding view. The account that first starts the controller will be the Main Administrator.

Administrator

Administrators can access most features in the corresponding view, but some modules are restricted. For instance, they do not have permission to perform customer migrations or automatic data backups, and they have view-only access to license management and custom account roles.

Viewer

Viewers can view the status and settings of certain features in the corresponding view.

Customer Role

Custom roles can be configured to access different features in the corresponding view.

To create a custom role, follow the steps below:

Step1. In the MSP view, go to Account > Role. On the MSP Role tab, click Add New MSP Role.

Add a new MSP role in the MSP view.

Step2. Specify the role type name and customize the permissions of the role. The MSP role is to manage configurations in the MSP view.

Specify the role type name and customize the permissions of the MSP role.

Step3. On the Customer Role tab, click Add New Customer Role. Specify the role type name and customize the permissions of the role. The Customer role is to manage configurations in the Global view and Site view.

Add a new customer role in MSP view.