Creating a Child Organization Under Your MSP Parent Organization

When you create a new child organization you must do so as an administrator in an MSP parent organization.

The key elements to create a child organization include the capabilities you want to assign, child organization owners you identify, as well as the child organization's name and, optionally, a description and an external ID.

There are two options to create child organizations: by manually adding entries one by one, or by uploading a CSV file. If you have a large number of child organizations to create, Flexera recommends that you add them by uploading a CSV file using the template provided. You can add a maximum of 100 customers at a time when you manually add entries or when you upload a CSV file.

note

When you create child organizations, you cannot assign them to groups. You can only assign child organizations to groups after they are created. For more information, see Updating Child Organization Details.

To create child organizations manually:

1. Select Customers from the left-hand navigational panel. The Customers Overview page opens, listing all the child organizations.

2. Click Add New Customers.

3. Click Add Entry.

   A prompt appears in the first cell of the table.

   tip

   You can use the TAB key to move through the Name, Description, and External ID fields, or double-click a field to enter a value. You must click the Capabilities and Owners fields to open the slideouts so you can select values.

4. In the Name field, enter the name of the child organization that you want to add. The value can have a maximum of 512 characters.

5. Optional: In the Description field, enter a description for the child organization. The value can have a maximum of 4096 characters.

6. Optional: In the External ID field, enter the external ID of the child organization. The value can have a maximum of 256 characters.

7. Optional: To add capabilities to new customers:

   1. In Add New Customers, do one of the following:

      • If you want to add capabilities to a single customer, click the Capabilities field, or click the three dots to the right of that customer, and click Edit Capabilities.
      • If you want to add the same capabilities to more than one customer, select the check boxes for those customers, and then click Edit Capabilities, which appears above the table.

   2. In Edit Capabilities, select the capabilities that you want to assign to the selected customers.

      note

      When you select multiple customers who have different capabilities assigned and click Edit Capabilities above the table, the Edit Capabilities slideout opens. The slideout shows a check mark for capabilities assigned to all selected customers and a dash for capabilities assigned to some, but not all, of them.

   3. Repeat steps i. and ii. as required.

   4. Click Save.

      note

      Consider the following:

      • You can assign any subset of your organization's capabilities from the list to the child organization.
      • Child organizations do not automatically inherit the capabilities, roles, and permissions of their parent organization. You must deliberately assign capabilities and permissions to the child organizations you create for your customers.
      • By default, the Identity and Access Management capability is assigned to every child organization, but does not appear in the list of capabilities.
      • When you add the Managed Service Provider capability to child organizations:
        • You cannot remove this capability once a customer has created their first child organization.
        • If your customer has the Cloud Cost Optimization capability, the cost of services increases when they add a new child organization.
      • When you select the IT Visibility capability, four additional capabilities are automatically selected to be assigned to the child organizations as they are required for IT Visibility: Discovery and Inventory, One Technopedia Content, Contextual Data Services, and Data and Analytics. If you then remove IT Visibility from your selection, these four capabilities remain selected. You can individually deselect any of them as required.

8. To add owners to new customers:

   1. In Add New Customers, do one of the following:

      • If you want to add owners to a single customer, click the Owners field, or click the three dots to the right of that customer, and click Edit Owners.

      • If you want to add the same owners to more than one customer, select the check boxes for those customers, and then click Edit Owners, which appears above the table.

        note

        If you use the check box at the top of the table, you select or clear only the entries shown on the current page, not the entire list of existing users. To change how many customers are shown on each page, use the Items per page dropdown list at the lower-left corner of the table.

   2. In Edit Owners, select the owners that you want to assign to the selected customers.

   3. Optional: To add a new owner, click Add Owner, and enter the owner's Email, First Name, and Last Name, and select that owner to assign it to the selected customers.

      note

      • If you add an owner with an email address that already exists in your system, the values you enter for the First Name, and Last Name will overwrite the existing values for that owner across all customers. You will not create a duplicate owner.
      • If you add a new owner, assign the owner to customers, but then remove that owner from all selected customers before you save your entries in step 10, the owner will not be added to any child organizations.

   4. Repeat steps i. to iii. as required.

      note

      When you select multiple customers who have different owners assigned and click Edit Owners above the table, the Edit Owners slideout opens. The slideout shows a check mark for owners assigned to all selected customers and a dash for owners assigned to some, but not all, of them.

   5. Click Save.

      note

      Assign at least one owner to the child organization. Only users that are added as owners when the child organization is created will have access to the organization. Those users can initially manage the child organization and subsequently grant access to other users to administer or perform activities in the child organization. For more information, see Each Child Organization Requires at Least One Owner.

9. If you want to add more customers, repeat steps 3 to 8 as required.

   At any time before you click Save in step 10, you can cancel adding new customers by clicking Cancel.

10. When you have added all your customers, click Save.

    Your new customers are added to the bottom of your list of customers.

After the child organization is created, any user with access to the child organization is allowed to use the Flexera One Organization switcher to access the child organization.

To create child organizations using a CSV file:

1. Select Customers from the left-hand navigational panel. The Customers Overview page opens, listing all the child organizations.

2. Click Add New Customers.

3. Click CSV Template to download the template CSV file, add your data, and then save your file.

   note

   • Each file that you upload can have a maximum of 100 entries, and be 1 MB.
   • You can only add the Name, Description, and External ID in that order in your CSV file.
   • Name can be a maximum of 512 characters.
   • Description can be a maximum of 4096 characters.
   • External ID can be a maximum of 256 characters.

4. Click Upload CSV.

5. To upload your file with your new entries, do one of the following:

   • Drag and drop your file into the slideout.
   • Click Browse Files, and select your file.

6. When your file appears in the slideout, click Import Data.

   tip

   At any time before you click Import Data, you can remove the file you uploaded by clicking the Remove uploaded file icon to the right of the file name, or cancel the upload by clicking Cancel.

7. Optional: To add capabilities to new customers:

   1. In Add New Customers, do one of the following:

      • If you want to add capabilities to a single customer, click the Capabilities field, or click the three dots to the right for that customer, and click Edit Capabilities.
      • If you want to add the same capabilities to more than one customer, select the check boxes for those customers, and then click Edit Capabilities, which appears above the table.

   2. In Edit Capabilities, select the capabilities that you want to assign to the selected customers.

      note

      When you select multiple customers who have different capabilities assigned and click Edit Capabilities above the table, the Edit Capabilities slideout opens. The slideout shows a check mark for capabilities assigned to all selected customers and a dash for capabilities assigned to some, but not all, of them.

   3. Repeat steps i. and ii. as required.

   4. Click Save.

      note

      Consider the following:

      • You can assign any subset of your organization's capabilities from the list to the child organization.
      • Child organizations do not automatically inherit the capabilities, roles, and permissions of their parent organization. You must deliberately assign capabilities and permissions to the child organizations you create for your customers.
      • By default, the Identity and Access Management capability is assigned to every child organization, but does not appear in the list of capabilities.
      • When you add the Managed Service Provider capability to child organizations:
        • You cannot remove this capability once a customer has created their first child organization.
        • If your customer has the Cloud Cost Optimization capability, the cost of services increases when they add a new child organization.
      • When you select the IT Visibility capability, four additional capabilities are automatically selected to be assigned to the child organizations as they are required for IT Visibility: Discovery and Inventory, One Technopedia Content, Contextual Data Services, and Data and Analytics. If you then remove IT Visibility from your selection, these four capabilities remain selected. You can individually deselect any of them as required.

8. To add owners to new customers:

   1. In Add New Customers, do one of the following:

      • If you want to add owners to a single customer, click the Owners field, or click the three dots to the right, and click Edit Owners.

      • If you want to add the same owners to more than one customer, select the check boxes for those customers, and then click Edit Owners, which appears above the table.

        note

        If you use the check box at the top of the table, you select or clear only the entries shown on the current page, not the entire list of existing users. To change how many customers are shown on each page, use the Items per page dropdown list at the lower-left corner of the table.

   2. In Edit Owners, select the owners that you want to assign to the selected customers.

   3. Optional: To add a new owner, click Add Owner, and enter the owner's Email, First Name, and Last Name, and select that owner to assign it to the selected customers.

      note

      • If you add an owner with an email address that already exists in your system, the values you enter for the First Name, and Last Name will overwrite those values for the existing owner across all customers. You will not create a duplicate owner.
      • If you add a new owner, assign the owner to customers, but then remove that owner from all selected customers before you save your entries in step 10, the owner will not be added to any child organizations.

   4. Repeat steps i. to iii. as required.

      note

      When you select multiple customers who have different owners assigned and click Edit Owners above the table, the Edit Owners slideout opens. The slideout shows a check mark for owners assigned to all selected customers and a dash for owners assigned to some, but not all, of them.

   5. Click Save.

      note

      Assign at least one owner to the child organization. Only users that are added as owners when the child organization is created will have access to the organization. Those users can initially manage the child organization and subsequently grant access to other users to administer or perform activities in the child organization. For more information, see Each Child Organization Requires at Least One Owner.

9. Optional: You can add more customers manually if required. For more information, see steps 3 to 8 in the section above "To create a child organization manually".

   At any time before you click Save in step 10, you can cancel adding customers by clicking Cancel.

10. When you have added all your customers, click Save.

    Your new customers are added to the bottom of your list of customers.

After the child organization is created, any user with access to the child organization is allowed to use the Flexera One Organization switcher to access the child organization.

To delete entries while you are creating a batch of customers to add:

1. In Add New Customers, do one of the following:
   • If you want to delete a single customer, click the three dots to the right of that customer.
   • If you want to delete more than one customer, select the check boxes for those customers, and then click Delete, which appears above the table.
2. In Confirm Entry Deletion or Confirm Entries Deletion, click Delete.