Onboarding Checklist
Set up your Rewst environment, step by step
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Set up your Rewst environment, step by step
Last updated
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Follow this checklist to set up your Rewst environment and get value from the platform immediately with popular crates — prebuilt automations for common MSP processes.
Want live support? Register for online group sessions for onboarding office hours and to get help with integrations, crates, and more!
Learn about the main areas you'll be working in as you set things up.
Need to add someone at your organization to Rewst? Invite them as an Admin or Member: Add a user to a parent organization.
Begin by integrating each tool for your MSP. Later, you'll come back to finish the organization mapping process for your customers.
Understanding Rewst organizations and organization variables is essential to setting up the platform. The Intro to organizations and organization variables page guides you through:
Visualizing the "parent > child" organization hierarchy
Using the "Configure Organizational Variables" crate to get started with org variables
You don't want to limit automations to just work for your MSP organization, right? Let's make sure you add your customers. The Set up child organizations page guides you through:
Four ways to set up child organizations
How to override default org variables and create unique org variables if needed
How to complete the organization mapping process for your integrations
What's in a crate? Watch this video to dive into crate components and how they work.
You've already used a few crates — e.g., "Configure Organizational Variables" — to set up your environment. Now, unpack crates that leverage your new integrations! Check out Stewart's 30 favorite crates.
Navigate through your Rewst environment to check that everything is set up correctly.
In Settings > Users, check that you've invited other users for your organization.
In Settings > Organizations, check that all managed customer accounts are set up.
In Configuration > Integrations, check that you've successfully integrated and authorized each tool for your MSP and that you've completed the organization mapping process.
PSA
RMM
Cloud tool(s)
Documentation tool
Licensing tool
In Configuration > Organization Variables, check that you've set up org variables for your MSP that are configured as the "defaults" for child organizations as needed.
In Configuration > Organization Variables, filter each child organization to check that org variables are set up (e.g. to override the defaults where needed).
In Automations, check Workflows and Forms for unpacked crate components. For a simple way to find a crate’s starting point, go to Crates > Crate Marketplace, select the crate, and select "View Workflow."
Want more help? Schedule a Technical Readiness Check with a Rewst Implementation Specialist!
