Manage - General tab

System > Orgs/Groups/Depts/Staff > Manage > General tab

Click New to display the Add Organization window, or click a row in the middle panel, then click Edit to display the Change Organization window. Enter the following attributes:

• New/Convert - Select New Organization if no other data source exists to convert from. If Service Billing is installed you can create a organization by converting an existing customer record or vendor record.
• ID - The record identifier. Can only be changed using the Rename button.
• Org Name - The display name for the identifier.
• Org Type - The type of organization. See Organization Types.
• Default Dept. Name - The default department for the organization.
• Default MachGroup Name - The default machine group for the organization.
• Org Web Site - The organization's web site.
• Number of Employees - The number of employees in the organization.
• Annual Revenue - The annual revenue of the organization.
• Preferred Method of Contact - The organization's preferred method of contact: Phone, Email, Mail, Fax.
• Parent Organization - The parent organization of this organization. The parent organization must be previously defined to display in this drop-down list.
• Primary Phone - The primary phone of the organization.
• Primary Email - The primary email of the organization.
• Primary Contact - The primary contact for the organization. A contact is a staff member of a department.
• The address of the organization:
  • Country
  • Street
  • City
  • US State
  • Zip Code
• Map - Clicking this hyperlink displays the location of the address in Google maps.

Three pre-defined organizations are provided:

• myOrg is the organization of the service provider using the VSA. All other organizations in the VSA are second party organizations doing business with myOrg. The default name of myOrg, called My Organization, should be renamed to match the service provider's company or organization name. This name displays at the top of various reports to brand the report. Agents installed to internally managed machines can be assigned to this organization. VSA user logons are typically associated with staff records in the myOrg organization. myOrg cannot be assigned a parent organization.
• Kserver is the org assigned to agents installed on your Kaseya Server. This makes it easy to apply specialized settings to the Kaseya Server, which is typically maintained differently from other agent managed machines.
• Unnamed is the default organization to assign an agent. Maintaining multiple agent install packages in Agent > Deploy Agents, one for each organization, can be time consuming. Instead some server providers use a single agent package for the unnamed organization and perform all installs using this package. System > Naming Policy can reassign new agents to the correct organization.group ID automatically—the first time the agents check in—based on each managed machine’s IP or connection gateway. Agent > Copy Settings may be used afterwards, to manually copy specific kinds of agent settings by machine ID template to the type of machine revealed by the initial audit.