Managed Service Provider view settings

The Subscriptions tab allows you to learn about, upgrade, or renew your products. If you purchased through an RMM partner, you may be redirected to the partner site.

The Account Information tab provides information on the primary account holder.

• The Site / Company Name is the company name used to define the console. Click Rename to edit the console name.

• The Company Address is specified for you when your account is created. If you need to modify the address, contact Webroot.

• Contact Email is the email of the primary account for the selected console. If you need to modify the email, contact Webroot.

• Contact Phone is specified for you when your account is created. If you need to modify the phone number, contact Webroot.

• Parent Keycode is the keycode assigned to the selected console. Do not use this keycode for installations. You should use the keycode assigned to the Site (found on the Endpoint tab) for installations. Click Renew/Upgrade to update your subscription.

• View Usage opens a separate console where you can view your usage for the previous year. Click My Usage, log in when prompted, and, if prompted, select a console. Once logged in, you will have tabs for usage and billing.

  • In the My Usage tab, the report shows a rolling 30 day total from the date selected on the My Usage page.

    • Export the usage data by clicking the Download CSV link.

    • Drill down to see Site usage by clicking the Site Usage button; you can also export the usage data for that Site.

• Pay Invoices opens a separate console where you can view your billing history. Click My Billing, log in when prompted, and, if prompted, selected a console. Once logged in, you will have tabs for usage and billing.

  • In the My Billing tab, online payment features are available if you are paying Webroot directly. If you are paying a service provider or third party, the online payment features will not be available.

    • From the billing page, select an account. If needed, create an account following the on-screen instructions and then verify the email that you receive.

    • Review your invoices and if desired, you can make a payment.

    • You can also set up AutoPay to have your billing automatically paid using a saved credit card. Follow the on-screen instructions for saving the credit card information. If you want to discontinue AutoPay, contact wrAccountsReceivable@opentext.com or your sales representative.

• In the Login Settings section, you can change your password, change your security questions, enable 2FA, and change your security code.

The Data Filter tab enables you to apply a time-based filter to all Sites. Select the time frame you want to use and click Save. You can override this setting from within an individual Site. The history of data filter changes is also displayed.

The Web Block Page Settings tab allows you to customize the notification page that is displayed when websites are blocked by DNS Protection or the Web Threat Shield.

• Drag and drop a logo to the dotted box if you want your own logo to appear on the notification page. You can also click the dotted box and select the logo.

  • The logo file name extensions must be either .png, .gif, or .jpeg.

  • The maximum height of the logo is 50 pixels.

  • The width will be adjusted automatically to maintain the aspect ratio of the logo.

  • The file size limit is 1 MB.

  • When a logo is added, the Webroot logo changes to “powered by Webroot.”

  • To remove a logo that you have uploaded, hover over the dotted box and click Delete current image. The powered by Webroot logo changes back to the standard Webroot logo.

• The Website not allowed text and graphics below the logo and above the formatting toolbar automatically appear on the notification page. The text and graphics cannot be modified or deleted.

• Enter Additional information into the free form field below the formatting bar.

  • You can modify or delete this text.

  • Enter a maximum of 500 characters.

• Click Reset to Default Settings to reset the logo and additional information back to the default settings.

The Unity API Access tab enables you to access the Unity API.

• This is a REST API that you can use to automate access to Webroot services and information, such as billing, reporting, and so on.

• To get started, click Create New Client Credential. Follow the 3-step process, then acknowledge that you have made note of the client secret. You will need to use the client ID and client secret in order to authenticate with the API to access information or take action.
• You can also enable Notification API, which allows you to receive near real-time Unity API Notifications based on a set of events that you can subscribe to on different domain levels.
• You can create up to 20 unique client credentials. Once you have created at least one client credential, you can manage its Unity API settings from the Unity API Access table. From there, the following actions are available:
  • New—Opens the Create New Client Credential dialog box.

  • Edit—Opens the Edit Client Credential dialog box, which allows you to modify the selected client credential name, description, and purpose for using the Unity API. You can enable or disable API notifications in Step 2 by answering "Do you plan to use the event notification API?" with either Yes or No.

  • Delete—Deletes the selected client credential record.

  • Renew Secret—Renews the client credential secret for the selected credential. This will expire the previously set secret and revoke any future requests attempted using this credential with the old secret.

  • Suspend—Temporarily revokes a client's API Access. To re-enable access for the selected client credential, click Resume.