Manage details and settings of your companies.
As an MSP Owner you will be able to manage all companies in your account, by navigating to the "Companies" tab from the left sidebar of your MSP portal and clicking on the "List" option you will be able to see the list of your companies, from this list you have the option to see the basic information of your companies and by clicking on their names you can manage some details like:
- Company Information (Name, Address, Country, City, Timezone, etc...)
- Manage Notifications (Configure email notifications at the company level).
- Users List (Here you can see all users added to the company but in order to add or edit them you need to jump inside that company by clicking on the "Go to Company" button at the right side of the view.
- Admins List (See and manage the list of admins who has access to that specific company).
- Campaigns (See list of campaigns created from the MSP directly on the child company).
NOTE: Since June 20th, 2024 the company settings have been moved to the company portal, you can now access them by clicking on the "Go to Company" button and clicking on the "Settings" option from the left sidebar. Here you can manage some company configurations like Single Sign On (SSO), M365 Sync, Report a Phish, Opt-in Emails, or edit training subscriptions). Learn more about this by reading this article: Managing Company Settings.
If you want to see more details about campaigns, users, reports, and training assignments will be necessary to jump inside each company, you can do it by clicking on the "Go to Company" button on the profile of each company or from the companies list by clicking on the blue icon at the right side of the list.
How to add new companies
If you are a new MSP on board and don't have any company on your list you can create a new one by navigating to your MSP portal clicking on the Companies tab from the left sidebar and hitting the button "Create New Company" or by clicking on the following link: https://app.symbolsecurity.com/admin/companies/new/.
In order to create a new company you need to fill in the following information:
- Company Name
- Country
- City
- State
- Address
- Zip code
- Timezone
Once you create a new company you can start adding your list of users, and start creating campaigns and training assignments for them.
Note: Companies cannot be deleted from the app right now, but if you want to remove one company from your list don't hesitate to contact us at support@symbolsecurity.com