Directives

Directives allow the creation of client-type organizations through a template, so each time an organization is registered, it can be done following a pattern that can be used to apply certain configurations, such as user access or FlexxAgent activation. They are useful for assigning certain characteristics to one or more report groups, thus facilitating the management of these and saving time for users of managed service provider (MSP) organizations.

From the general view of Directives in Portal, you can access a list and description of the created directives. By clicking on View Details, you can get more information, such as the report groups to which it is being applied and the names of the users responsible for its management.

Each time a new organization is registered, the report groups that are defined in the directive will be created. At the same time, from the directive itself, it can be determined whether partner-type users will have access to manage an organization in Portal or not.

New Directive

To create a new directive, just click New and insert the requested information: Name, description, associated product, and user information for the people who will manage it.

You can also assign a directive to an organization from Tenants.