If you are a partner / MSP, you may add new client accounts under your existing Proofpoint Essentials tenant for ease of management. This can be done through the following steps:

Log into the Proofpoint portal that matches your tenant's region.

Navigate to Customer Management > Customers, then select “Add a customer.”

Choose the account type that your client will require.

  • Set account type to “organization” if they are a normal end client.
  • If they are a partner, then select “channel” instead.

Under Products, check Email Security followed by the package the client wants. (If the end client would also like Proofpoint's Security Awareness training, this package can be added on here as well.) After entering how many licenses the client will need, click Next.

On the next page, fill in the company’s contact information, then click Next.

On the following page, select the template that matches the client’s package. Then, fill in the client's primary domain as well as administrator contact information. (The welcome email checkbox may be ticked by default, but this can always be unchecked if you do not want to notify the person listed as the administrator on this page.)

On the final page, review all the information to ensure it is correct. If everything is accurate, then click Trial (30 days) at the bottom of the page.