Onboarding Child Organizations

From Parent MSP, Navigate to Organizations Section under Organizations Tab and Select '+ Add Organization' option available at the top right hand corner above Organizations Inventory.

Organizations can be onboarded either from PSA application or by manual entry:

1. If you choose to onboard from previously integrated PSA application, choose 'Invite from PSA customer list' in 'Select Source' step.

2. Select the organization you wish to add and Click 'Next'.

The added organization is visible in left panel as well as Organization inventory.

1. To manually onboard organization, choose 'Add manually' in 'Select Source' step.

2. Enter Organization details, revise summary and click 'Next'.

Onboarding Users

From Parent MSP, Navigate to Users Section under Organizations Tab and Select '+ Invite User' option available at the top right hand corner above Users Inventory.

1. Enter details like Name and Email.

2. Select suitable Role.

The user inventory will be updated accordingly.