Setting Up Your Organization

Module: Endpoint Backup v2

Organizations give you control over groups of assets and users.

Synchronize your organization (recommended)

If you are already a UniView user and have synchronized your organizations, skip to "Create a Backup Policy."

New to UniView? Use our integration capabilities to synchronize your organization data from PSA tools or IT Glue, reducing manual setup!

• Autotask Instructions
• BMS Instructions
• Connectwise Instructions
• IT Glue Instructions

NOTE   Syncing your organization speeds up on-boarding, but you can import or manually create your organization(s) if you prefer.

Import your organization

Use the following steps to import your organization:

1. Click on the settings cog as shown below.
   
2. Navigate to the Organizations tab.
   
3. Click Import.
   
4. Select organizations to import.
5. Click Next Step.
6. Choose a group for your organization.
7. Click Save.

Manually create your organization

Use the following steps to manually create your organization:

1. Click on the settings cog as shown below.
   
   
2. Navigate to the Organizations tab.
   
3. Click New.
   
4. Enter a Name and select a Group for your organization.
5. Click Save.