Add Client to Rewst Crate
There are two ways to add clients to Rewst:
With the Add Client to Rewst Crate.
Through your CSP integration.
This page will cover how to do this with the Add Client to Rewst Crate. You can find alternative instructions for the second method here.
What does the Add Client to Rewst Crate do?
The Add Client to Rewst Crate lets you easily use a form to add a new client to Rewst, and map your installed integrations to the organization.
Unpack the Add Client to Rewst Crate
Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.
Search for
Add Client to Rewst
.Click on the Crate tile to begin unpacking.
Click Unpack Crate.
Click Continue.
Add your Time Saved.
Click Unpack.

Use the Crate
After unpacking, use the Crate's form to add a client.
Navigate to Automations > Forms in the left side menu of your Rewst platform.
Search for
Add New Client to Rewst
.Click ⋮> Usages > View Direct URLs.
Click on the link for the organization which contains the user you wish to manage. This will launch the form in a new tab.
Fill out the form as follows:
What you need to fill out the form
Once you're in the form, you'll see the following fields:
Company Name: The name of the company you want to add to Rewst
Customer Primary Domain: The domain of the company - for example,
Rewstyhouse.com .
This form will also give you the option to map the following installed integration categories:
PSA
RMM
Network Monitoring & Remote Admin
Documentation & CRM
Licensing & Distribution
Backup & Security
With the above filled out and configured, you can add or invite users to the new site as the following roles:
Forms-only User: Only able to view Rewst forms
Member Users: Able to view forms, results, and create workflows in Rewst

When all fields and desired settings have been updated, remember to click Submit.
Make sure you map the Microsoft Cloud Solution Provider (CSP) tenant for your customer
You will then want to find the CSP tenant for your new customer and map it to the Rewst organization that you have created. You can do this by navigating to Configuration > Integrations > Microsoft Cloud to find the relevant CSP tenant.
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