# Configure Organizational Variables Crate {% hint style="info" %} If you're new to organization variables, read through [our documentation on them here](/documentation/integrations/organization-variables.md) before unpacking this Crate. If you’re new to Crates, read through our introductory Crate documentation [here](https://docs.rewst.help/prebuilt-automations/crates). Find this Crate in our Crate Marketplace. {% endhint %} ## What does the Configure Organizational Variables Crate do? The Configure Organizational Variables Crate is used to help you set the essential variables that will allow Rewst's prebuilt Crates to work. Based on the inputs, the workflow dynamically configures organizational variables. It evaluates the provided information to determine the correct path through conditional tasks, ensuring each organization is set up with the appropriate configurations. The workflow supports integrations with various systems (PSAs, RMMs, M365) and configures settings like ticket types, SLAs, email domains, and user management preferences accordingly. * Specify the type of system (PSA, RMM, M365) to determine the relevant configurations. * Customize ticket types, statuses, and other ticket-related settings. * Configure settings related to new user approval, password storage, and identity provider selection. * Adjust settings for specific integrations, such as board IDs, SLA configurations, and technician roles. The workflow does not handle manual data entry or corrections. If any configurations need to be adjusted that are outside the scope of the predefined inputs, manual intervention is required. Additionally, the workflow is not designed to perform system-wide audits or reconfigurations; it focuses on initial setup and specific adjustments. ## Unpack the Configure Organizational Variables Crate 1. Navigate to **Marketplace > Crates** in the left side menu of the Rewst platform. 2. Search for `Configure Organizational Variables` .\ \ ![](/files/faAZMarbEgVaRfY72K3B) 3. Click on the Crate tile to begin unpacking. 4. Click **Unpack Crate**. 5. Click **Continue**. 6. Enter your **Time Saved**.
7. Click **Unpack**. {% hint style="success" %} Unpacking this Crate adds two forms to your Rewst platform. * \[ROC] Rewst: Configure Organizational Variables * \[ROC] Rewst: Simple Organizational Variable Form for Child Accounts {% endhint %}
### Use the forms 1. Navigate to **Automations > Assets> Forms > \[ROC] Rewst: Configure Organizational Variables**. 2. Click **⋮**. 3. Click **Usages > View Direct URLs**. 4. Choose your MSP URL. 5. Select **Standard** in the form options. 6. **Fill out** the form. {% hint style="info" %} Use the table at the bottom of this page for a definition of each field {% endhint %}
### Set organization variables for suborganizations To customize variables for client organizations: 1. Navigate to **Automations > Assets> Forms > \[ROC] Rewst: Simple Organizational Variable Form for Child Accounts**. 2. Click **⋮**. 3. Click **Usages > View Direct URLs**. 4. Select the URL of the client you would like to configure.
#### PSA configuration | Field label | Description | | ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | Default PSA | Select your PSA | | Default Ticket Location | The board you want Rewst generated tickets to go onto | | Default Ticket Status | The status when Rewst is actively working on a ticket | | Ticket Status while Waiting for Input | The status when Rewst is waiting for a techs input on a ticket, such as when waiting on a license to be purchased | | Ticket Status when Workflow Complete | The status when Rewst has finished the workflow and is ready for a tech to review | | No Time in Tickets |

Only Use Notes: Will not add time entries to the ticket
Add Time Entries: Will add time entries into the ticket

| | Default Tech ID | Define the Tech ID of the member that Rewst will impersonate for Time Entries | | Default Work Role | Define the Work Role for the Tech that Rewst will impersonate for Time Entries | | Default Work Type | Define the Work Type for the Tech that Rewst will impersonate for Time Entries | | Default Priority | Priority for Rewst created tickets | | Send From Address | Define the reply to address when sending emails to ensure replies automatically get created in your PSA. This will likely be your support email | #### **Identity and access management** | Field label | Description | | --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Default RMM | Select your RMM | | Primary Identity Provider |

Select what your organization uses for IDP.
Note if you use a hybrid setup with or with out ADsync you will want to select On-Prem

| | Preferred Domain Controller | Enter the domain controller's (DC) host name for Rewst to run PowerShell on — e.g., DC-01; fully qualified name not required. Note: Rewst auto-selects a DC for most RMMs, but you must specify one for N-able N-sight, N-able N-central, and ConnectWise Control. | | Preferred ADConnect Server | The name of the Server running ADConnect | | On-Prem Exchange Server | Name of the On-Prem Exchange Server (if you are not running On-Prem Exchange, leave blank) | #### Licensing and purchases | Field label | Description | | ------------------------------- | ---------------------------- | | Microsoft Licensing Distributor | Select your license provider | #### Password management | Field label | Description | | ----------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | Store Password in Ticket | Define whether to add the onboarding user one time password into the ticket internal notes. This is specific to the User Onboarding Crate | | Onboarding - Password Save Location | Select another location to create the user onboard password. Such as PSA, ItGlue, Hudu | | PWPush URL | Add the URL for your PWPush if you have selected that option above | #### User onboarding and offboarding defaults {% hint style="warning" %} **These settings are specific to the User Onboarding and Offboarding Crates** {% endhint %} | Field label | Description | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | User Onboarding & Offboarding Defaultsand | These settings are specific to the user onboarding workflow | | User Start-Date Behavior |

Start Automation Immediately: WIll create the user immediately regardless of the account creation date specified in the user onboarding form
Pause Workflow until Start Date Specified: Pause the workflow until the account creation date specified in the user onboarding form

| | Type for Created New User Ticket | Select the ticket type for a user onboard creation | | Subtype for Created New User Ticket | Select the subtype for a user onboard creation | | Item for Created New User Ticket | Select the item for the user onboard creation | | User Name Format | Select the username format for new users for your organization. Note you can specify a different username for each of your organizations with the "\[ROC] Rewst: Simple Organizational Variable Form for Child Accounts form" | | No AD Sync | Check if you have an OnPrem AD with no Ad Sync | | Miscellaneous Settings | | | Preferred Phone Number Format | Select a Preferred Phone number format | | M365 Usage Location | Select a default M365 Usage Location | | New User Approval Email | If set, Rewst will send an email to this address requesting approval before it continues the user onboarding workflow. | {% hint style="info" %} 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](https://rewst.canny.io/crates). {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.rewst.help/documentation/crates/existing-crate-documentation/configure-organization-variables.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.