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.

Use the forms

  1. Navigate to Automations > Forms > [ROC] Rewst: Configure Organizational Variables.

  2. Click â‹® .

  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 â‹® .

  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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