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 includes 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.

To create a child organization:

1.

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

2.

Click Add New Customer. The Add a new Customer slideout opens.

3.

In the Name field, enter the name of the child organization that you want to add.

4.

From the Capabilities list, select the capabilities that you want to assign to your child organization. You can assign any subset of your organization's capabilities from the list to the child organization.

Note:Consider the following:

•

Child organizations do not automatically inherit the capabilities, roles, and permission 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 (IAM) is assigned to every child organization. You cannot remove the IAM capability.

•

The capabilities required for FinOps/CCO operations are optima plus policy. For more information, see Capabilities To Be Assigned to the MSPs.

5.

In the Description field, enter the description about the child organization.

6.

In the External ID field, enter the external ID of the child organization.

7.

Click Add Owner. To add the owner details, do the following:

a.

In the First name field, enter the first name of the owner.

b.

In the Last name field, enter the last name of the owner.

c.

In the Email field, enter the email ID of the owner.

d.

Click the Save button. Hover over the button icon to view the button name.

Note:Assign at least one owner to the child organization. Only users identified 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.

8.

Click Add New Customer. After the child organization is created anybody with a role on the child organization is allowed to use the Flexera One Organization switcher to access the child organization.