Set up child organizations

Four ways to set up child organizations

To make automations work for your managed clients/customers, set them up as child organizations.

We recommend using the Bulk Create Client from PSA crate to add the majority of your customers quickly, and using the Add Client to Rewst crate for each new client you add in the future. You can also add organizations manually or through the Microsoft CSP integration.

Four ways to add child organizations in Rewst (2:41 min)

Configure child organization variables

Set child organization variables in Rewst to customize automation settings for your customers and to override the global defaults from your MSP organization variables as needed. We recommend using the Configure Organizational Variables crate to do this. You can also make updates manually via Configuration > Organization Variables in the Rewst left-side navigation menu.

Setting child organization variables (3:47 min)

Complete the organization mapping process

Map your child organizations in Rewst to connect them with your integrated tools, enabling seamless automation for your customers. For written instructions, refer to our documentation.

Organization mapping demo (2:45 min)

Each new customer must be mapped to integrations. Using the Add Client to Rewst crate can streamline this process.

Want live support? Register for these online group sessions:

• PSA integration set-up sessions include an overview of crates you can use to import your child organizations — Bulk Create Client from PSA and Add Client to Rewst.

• Onboarding office hours are a great opportunity to ask general questions about setting up child organizations.

Continue the onboarding checklist