User Guide

6. Click Submit. A new managed organization is created in Pending status and selected

MSP Technician user(s) are assigned to this organization. Managed organization

becomes active once new licenses are assigned to it by MSP admin.

An email notification is sent to the user informing that she/he has been assigned to the

managed organization.

Note: Steps to assign users during creation is optional and can be performed separately after

an organization is created.

2.4 Assign or Unassign a User to Managed Organization

To assign new MSP technician to an existing managed organization:

1. In the Managed Organization page, select an organization to open its corresponding

Organization Tray.

2. Open Assigned Users tab.

3. Click Add MSP Technician.

4. In the pop-up window, select user from the list and click Submit. A new MSP technician

is displayed in the Organization tray. An email notification is sent to the user informing

that she/he has been assigned to the managed organization.

You can unassign a user with MSP Technician role from the organization.

To unassign the new MSP technician to an existing managed organization:

1. In the Assigned Users tab, click x button for the necessary user in the list. An email

notification is sent to the user informing that she/he has been unassigned from the

managed organization.