Managed Service Providers (MSPs) are in a unique situation of needing to manage multiple distinct customer organizations in dashboard. These customers often need to have independently managed licensing, users, and VPN peers. This page outlines tools, best practices, and recommended steps for managing multiple organizations as an MSP.
In order to create a new organization for a customer/company, that will then contain their various networks, perform the following steps:
If the Organization dropdown is already present:
If the Organization dropdown is not present:
If an Organization dropdown is not presented at this time, the account password may need to be updated in order to sync across organizations.
When creating new networks and organizations as an MSP, there are some best practices that increase the ease of management and prevent scalability problems as the service grows.
There are a number of features and tools in Dashboard designed to aid new customer deployment, and make the MSP experience as seamless as possible. Please refer to the following articles for more information:
To aid MSPs in the management of multiple customer organizations, the MSP Portal will automatically be displayed for any user account with access to multiple organizations. This consists of two components:
For additional information, refer to our documentation on the MSP Portal and how it operates.
Note: Do not use 2-factor authentication with organizations utilizing the MSP portal. As the authentication modes vary, access will not be available to all organizations from the Organization dropdown or MSP portal. This is enabled/disabled from the My profile page.