User Guide

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Contents
1 Overview ................................................................................................................... 4
2 Organization & User Management ............................................................................. 5
2.1 Setup Your Organization as an MSP ............................................................................ 5
2.2 MSP User Role Types ................................................................................................... 5
2.3 Create a Managed Organization ................................................................................. 6
2.4 Assign or Unassign a User to Managed Organization ................................................. 7
2.5 Switch Between Managed Organizations ................................................................... 8
2.6 Delete a Managed Organization ................................................................................. 8
3 License Management ................................................................................................. 9
3.1 View Licenses at MSP Organization Level ................................................................... 9
3.2 License Transfer to a Managed Organization ............................................................. 9
3.3 Reverse License Transfer from a Managed Organization ......................................... 10