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Setup Trail

Setup Trail

Creating a New Customer Organization

When setting up a new customer, if you selected the Resell + Managed Service organizational structure, you will need to create a new organization:

    1. Click the Organization dropdown in the top left corner.
    2. Scroll to the top and select MSP Portal.
    3. On the MSP Portal, expand the Organization list by selecting the arrow in the left corner of the list.
    4. Select the Add Organization button.
    5. Provide an organization name and select the MSP Master organization you created for Copy settings from…






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