In this article

MSP account users with Admin permissions or higher use this guide to navigate the MSP Organizations menu, where you create and edit MSP Organizations (sub-orgs) for clients. 

From this menu you can access your own MSP account and any sub-org to make changes to local Users, Sites, Filtering Policies, etc. as desired. 

Access the MSP Organizations menu

The menu is always available in the top-most navigation bar of the app, next to the company logo. 

Use this menu to: 

• Toggle between the MSP dashboard and sub-orgs
• Add new sub-orgs
• Search existing sub-orgs 

The MSP dashboard

The MSP dashboard is denoted by a few distinct features:

• A globe icon next to the Organization name
• A separate MSP Dashboard section of the MSP menu
• The dashboard includes different features:
  • Global Policies instead of Policies
  • MSP instead of Organizations
  • A link to the Partner Portal 

The image above shows an MSP dashboard view. 

This is where to manage the MSP Organization's profile (from the MSP tab), MSP Users, and Whitelabel the account. 

Add new client sub-organizations

Add new MSP Organizations for clients from the MSP Organizations menu.

1. Select the MSP globe icon, name, or drop down caret
2. Scroll to the bottom of the menu
3. Select Add Organization
   
   
4. Enter the sub-org information:
   1. Name
   2. Address
   3. External ID (this is helpful in Block Page notifications: this ID will populate in the email content if your choose to send the alerts from @netalerts.io)
   4. Subscription plan
5. Select Save to create the sub-org
6. The dashboard will refresh with a success popup. Click OK to exit the popup

The new sub-org is now available in the MSP Organization menu. Navigate to the sub-org to setup the client's account and manage it's settings. 

Manage client sub-organizations

Navigate to a client's sub-org from the MSP Organizations menu.

1. Select the MSP globe icon, name, or drop down caret
2. Under MSP Organizations, select the sub-org name. MSPs with a lot of sub-orgs can Search organizations from the search bar
   

The dashboard will refresh and show the selected sub-org's dashboard.

As the owner of the sub-org account, all of the standard dashboard features are available, including making user accounts for on-site IT staff at that location.

The standard dashboard options are discussed further in our Dashboard Overview.

Delete client sub-organizations

Follow these steps to delete a sub-org. This action can only be completed by MSP account owners and super admin users. 

Step one: Remove DNSFilter deployments from end-user devices

Failure to remove deployments from devices can interrupt internet connectivity for the device. 

1. Following the steps above, navigate to the sub-org you wish to delete
2. Navigate to Sites 
3. Remove the IP/Hostname(s) from all Site deployments
4. Delete all Site deployments
   
5. Navigate to Roaming Clients
6. Uninstall all Roaming Clients. Here are the Windows and macOS instruction
   
7. Reconfigure devices using a DNS Relay or NAT IPs to another DNS server

Once DNS service is reconfigured across the Organization it can be deleted. 

Step two: Delete the Organization

1. Navigate to Organizations and select Profile
2. Scroll to Delete Organization
3. Select Delete Organization
   
   
4. Confirm in the popup screen

The sub-org will be removed from the MSP's Organizations, all data will be deleted, and DNSFilter will stop serving DNS requests immediately.