Adding and managing organizations

NAVIGATION  Organizations

In myITprocess, organizations refer to your clients. Each review you create in myITprocess applies to a specific organization. Once an organization is set up, you can create a customized review template to be used for that organization's reviews.

This article guides you through the process of adding, editing, and deactivating/reactivating organizations.

Organizations page

Organizations created in myITprocess appear in the list on the Organizations page.

NOTE  You have the option to create and map organizations in bulk from the Setup Organizations page. Refer to Performing organization mapping.

This list displays the name, engineer and/or vCIO (if assigned), and assigned group(s) for each organization. To learn about managing organization groups from the menu in the upper-right corner of the page, refer to Using organization groups.

Searching, filtering, and sorting

You can search for a specific organization in the list by entering the name of the organization in the Search bar at the top of the page. The results are narrowed as you type.

You can filter the list of organizations by status (deactivated or active), assigned group(s), assigned engineer(s), or assigned vCIO(s) by clicking the filter icon in the upper-right corner of the page. From one or more of the drop-down menus, select the applicable checkboxes to filter by. The results are automatically narrowed after selecting each checkbox. The filter selections persist the next time the page is accessed and can be individually cleared. To clear all filtering, click Reset.

You can sort the Organization Name, Assigned Engineer, and Assigned vCIO columns alphabetically in ascending or descending order.

You can select the number of results displayed per page and cycle through those pages using the pagination control in the lower-right corner of the page.

Organizations in your subscription: Active versus deactivated

Depending on your subscription plan, your myITprocess account can support either unlimited active organizations or up to a certain number of active organizations. This information is displayed in the upper-left corner of the page.

If your account has an organization limit, the number of active organizations out of the number of available organizations is displayed. An administrator can modify the myITprocess account subscription via the connected KaseyaOne account.

Deactivated organizations are grayed out in the list and do not count toward your subscription's organization limit.

How to...

Complete the following steps to manually create an organization in myITprocess:

  1. In the top navigation menu, click Organizations.
  2. In the upper-right corner of the page, click Add Organization.
  3. Optionally, upload your client's organization logo in the Upload your logo field (280 x 280 pixels recommended). The file must be saved to your local device. Click and drag the file into the upload box or click Select a file.

    4. NOTE  If a logo is uploaded for an organization, that logo is automatically loaded into reports, presentations, and PDFs that are generated for the organization.

  4. In the Organization Name field, enter the name of your client's organization.
  5. If you are integrated with Autotask or BMS, a field that allows you to map this new organization to an existing organization in your respective Professional Services Automation (PSA) tool is available. Optionally, select the corresponding organization from your PSA tool from the drop-down menu. To learn how to integrate with your PSA tool, refer to Integrations in Configuring global account settings.

    6. NOTE  You also have the option to map organizations in bulk from the Setup Organizations page. Refer to Performing organization mapping.

  6. In the Organization Groups field, the All Organizations group is prepopulated and cannot be removed, as all organizations are added to this group. To add this organization to any additional groups, select one or more groups from the drop-down menu. To learn how to create organization groups to segment organization data and control user access to that data, refer to Using organization groups.
  7. Optionally, from the remaining drop-down menus, assign any user from your account as the engineer for the organization and either that same user or a different user as the Virtual Chief Information Officer (vCIO) for the organization.
  8. Click Add to create the organization.

Your new organization now appears in the list of organizations on the Organizations page and can be edited and managed throughout myITprocess.

To manage an existing organization in myITprocess, complete the following steps:

  1. In the top navigation menu, click Organizations.
  2. Click the row of the organization you want to view or edit to open the Organization details pane.
  3. From the three-dot menu in the upper-right corner of the pane, select Edit organization details.
  4. Edit the fields as required and click Save.

You can leverage the options in the Quick access and Organization reports sections to quickly navigate to organization management features across myITprocess.

Deactivating an organization removes it from your license count, and its template will no longer be modified.

IMPORTANT  A deactivated organization cannot be reactivated until at least 12 months have passed since deactivation.

To deactivate an organization your team no longer needs to manage in myITprocess, complete the following steps:

  1. In the top navigation menu, click Organizations.
  2. Click the row of the organization you want to view or edit to open the Organization details pane.
  3. From the three-dot menu in the upper-right corner of the pane, select Deactivate organization.

The organization is grayed out in the list of organizations on the Organizations page but can be restored after 12 months.

If the option to reactivate a deactivated organization is missing, the organization was deactivated less than 12 months ago and cannot yet be reactivated. If you require reactivation before the 12-month mark, submit a Kaseya Helpdesk request.

To reactivate an organization, complete the following steps:

  1. In the top navigation menu, click Organizations.
  2. Click the row of the organization you want to view or edit to open the Organization details pane.

    3. TIP  To filter the list by deactivated organizations, click the filter icon in the upper-right corner of the page and select Deactivated in the Account Status drop-down menu.

  3. From the three-dot menu in the upper-right corner of the pane, select Reactivate organization.

The organization is no longer grayed out in the list of organizations on the Organizations page and can be edited as required.

Next, you will want to update this organization's template to reflect up-to-date information. Refer to Showing/hiding sections and categories in client templates .