As the MSP, how can I invite or add a business under my organization?

Created by stg - shasta, Modified on Thu, 19 Jan, 2023 at 7:28 PM by stg - shasta

Follow below steps to invite or add a business under an organization: 

Step 1: From Left menu, select ‘Organization’ --> Managed Organization. 

Step 2: To invite a business, click on ‘Invite’ button at the top right corner of the screen. 

Step 3: Enter E-Mail, Name and select Type as ‘Business’. 

 

Step 4: Click on Invite Organization’ button to send the invite. 

NOTE: System will send the invitation to the user on the specified email with login credentials. 

      OR 

Step 2: To add a business, click on ‘Add’ button at the top right side of the screen  

Step 3:  Add logo and enter the Name, Address, Organization Type as ‘Business’.          

       

Step 4: Click on ‘Add’ button to add the business. 


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