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Change Organization Information

Learn how to update and modify your organization's information efficiently with our comprehensive guide.

Written by Noah Garland

Updated at November 27th, 2024

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Table of Contents

Steps to Edit Organization Information:

Steps to Edit Organization Information:

Log in to the CYRISMA MSP Home Page.

Navigate to Admin > Organizations:

  • On the left-hand menu, click on Admin.
  • Select Organizations from the dropdown.

Find Your Organization:

  • Locate your organization in the list of organizations.
  • In the organization row, click the pencil icon to open the editing form.

Edit the Organization Details: In the edit form, you can modify the following fields:

  • Organization Name: Update the official name of your organization.
  • Notification Email: Enter the email address where system notifications should be sent.
  • Address Information: Update the organization’s address, including:
    • Address Line 1
    • Address Line 2
    • Town/City
    • State
    • Zip Code
  • Instance Label: Change or update the label used to identify this instance of your organization.
  • Country: Select the correct country for your organization’s location.
  • Type: Select the type of organization.
  • Industry: Choose the relevant industry.
  • Multi-Factor Authentication (MFA): Select the MFA option (None, Authenticator, or Email) as needed for your organization.

Upload a Custom Logo:

  • If you'd like to update your organization’s logo, click on the Upload Custom Logo button.
  • Choose a logo file from your device, and it will appear in the "Current Logo" section once uploaded.

License Information:

  • You can view your license usage details at the bottom of the form:
    • Total licenses: The total number of licenses available to your organization.
    • Used licenses: The number of licenses currently in use.
    • Available licenses: The remaining licenses available for use.

Save or Reset Your Changes:

  • Once all necessary changes have been made, click the Submit button to save your updates.
  • If you wish to clear all changes, click Reset.
  • If you want to exit without saving, click Close.

     
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