Configure Organizational Variables Crate

If you're new to organization variables, read through our documentation on them here before unpacking this Crate.

If you’re new to Crates, read through our introductory Crate documentation here. Find this Crate in our Crate Marketplace.

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.

Set up the Configure Organizational Variables Crate

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

2. Search for Configure Organizational Variables .

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Enter your Time Saved.

   
7. Click Unpack.

Unpacking this Crate adds two forms to your Rewst platform.

• [ROC] Rewst: Configure Organizational Variables

• [ROC] Rewst: Simple Organizational Variable Form for Child Accounts

Use the forms

1. Navigate to Automations > 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.

Use the table at the bottom of this page for a definition of each field

Set organization variables for suborganizations

To customize variables for client organizations:

1. Navigate to Automations > 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

These settings are specific to the User Onboarding and Offboarding Crates

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.

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