Add Client to Rewst Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Add Client to Rewst Crate in our Crate Marketplace.

There are two ways to add clients to Rewst:

1. With the Add Client to Rewst Crate.

2. 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. Note that this Crate does not handle Microsoft Mappings.

Workflow breakdown

1. The workflow begins with the core_noop task which serves as the initialization point and processes the input data to prepare organization variables for creation by filtering out system-reserved keys and categorizing variables into integration and general configuration types.

2. The rewst_list_organizations task retrieves a list of all existing organizations within the current managing organization to check if the new client organization already exists in the Rewst platform.

3. If the organization name does not already exist in the system, the rewst_create_organization task creates a new organization in Rewst using the provided organization name and domain, establishing it as a managed organization under the current parent organization.

4. If the organization already exists, the workflow skips the creation step and retrieves the existing organization ID to proceed with configuration updates.

5. The create_integration_org_var task iterates through the filtered integration-specific organization variables and creates them as system-category variables within the target organization, configuring essential integration settings and connection parameters.

6. The invite_forms_users task processes the list of users designated for forms-only access and sends invitations to each user with the appropriate role permissions, granting them access to execute forms within the organization.

7. The invite_member_users task processes the list of users designated for full member access and sends invitations to each user with both forms and member role permissions, providing them with broader access to the organization's resources.

8. The create_general_org_var task iterates through the filtered general organization variables and creates them as general-category variables within the target organization, establishing configuration settings for identity providers, user management, and other operational parameters.

9. The workflow completes successfully after all organization variables have been created and all user invitations have been processed, resulting in a fully configured client organization ready for use within the Rewst platform.

Unpack the Add Client to Rewst Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for Add Client to Rewst.

   

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Add your Time Saved.

7. Click Unpack.

Adding the Crate

Use the Crate

After unpacking, use the Crate's form to add a client.

1. Navigate to Automations > Forms in the left side menu of your Rewst platform.

2. Search for Add New Client to Rewst.

3. Click ⋮ > Usages > View Direct URLs.

4. Click on the link for the organization which contains the user you wish to manage. This will launch the form in a new tab.

5. 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

Filling out the Form

Organization variables needed

Setting the following variables will allow a number of Crates, including the New User Onboarding Crate, to work without further client-specific setup:

• Primary Identity Provider: Azure Active Directory, On-prem AD, JumpCloud

• New User Approval Email: used if there needs to be an approver for new user creation

• User Name Format: Username Format for user creation Flast, First.Last etc

• User Start-Date Behavior: Document the start date in the ticket and create the user now, or pause workflow until the set user creation date

• Do not attempt to create a new o365 mailbox: check this box if you do not want a mailbox created for the user

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.

Got an idea for a new Crate? Rewst is constantly adding new Crates to our Crate Marketplace. Submit your idea or upvote existing ideas here in our Canny feedback collector.