The MSP Organizations menu allows you to manage your MSP account as well as create and edit sub-organization accounts for your clients. This drop-down will allow you access to your MSP as well as the sub-organization dashboard for each of your clients. Here you may perform changes to their local users, sites, and filtering policies as desired.
It can be accessed on the top left, immediately to the right of your organization logo.
Managing your MSP Organization
Clicking on your account in the MSP area of the organizations drop-down menu will select your MSP account, and enable you to manage your organizational profile. The MSP section on the left side of the dashboard (underneath Reporting) will be available. In addition to standard Dashboard Overview features, you can manage MSP Users and your MSP Whitelabel settings.
Managing your Customer Sub-organizations
Clicking on an account in the Customers area will take you to their dashboard so that you can make changes to their respective sub-organization. All of the standard dashboard features are available to you, including making users accounts for on-site IT staff at that location. The standard dashboard options are discussed further in our Dashboard Overview.
If you have recently won new business with an additional client, you can easily start to provide service to them by clicking Add Organization. This will allow you to create a new sub-organization for them and begin to add networks.
Deleting a Customer Sub-organization
To remove a customer Sub-organization, navigate to the Sub-organization you wish to delete. Before deleting the Sub-organization, be sure to remove the IP/Hostname(s) from the Site Deployment(s), then proceed to delete the Site Deployment.
Next, navigate to Organization > Profile from the sidebar on the left of your DNSFilter Dashboard. Toward the bottom of the view, you will see a section titled Delete Organization with a red button underneath; simply click this button to delete the organization.