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      Axcient x360Cloud

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      x360Sync Administrator Guide

      Introduction to x360Sync for Administrators

      Install and Configure the x360Sync Server (Private Cloud)

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        Planning worksheet for organizations - x360Sync

        Integrate with ConnectWise - x360Sync

        Integrate with Autotask - x360Sync

        Create and configure organizations - x360Sync

        Create a new organization - x360Sync

        Update settings and policies for an organization - x360Sync

        Configure data retention policies for an organization - x360Sync

        Manage inherited policies in suborganizations - x360Sync

        Specify an email server - x360Sync

        Set custom branding - x360Sync

        Customize the web UI stylesheet (private cloud) - x360Sync

        Set up File Server Enablement - x360Sync

        Specify a UNC path for File Server Enablement - x360Sync

        Specify the from email address for system-generated emails - x360Sync

        Create email templates - x360Sync

        Customize email templates - x360Sync

        Disable or delete an organization - x360Sync

        Turn on Privacy Mode - x360Sync

        Configure the Web Preview server (private cloud) - x360Sync

        Configure the Web Editor server (private cloud) - x360Sync

        Create service plans - x360Sync

        Files and extensions excluded from the sync process - x360Sync

        Create an organization slug - x360Sync

        Make the most of multitenancy - x360Sync

        Configure bandwidth throttling - x360Sync

        Use the same authentication source for multiple organizations - x360Sync

        Enable full disk access on Mac - x360Sync

      Create and manage x360Sync accounts and machines

      Create and manage Team Shares and Share Links in x360Sync

      Enable WebDAV for x360Sync

      Manage file locking and file sync warnings in x360Sync

      Create and manage x360Sync backups

      Manage and monitor x360Sync

        Best practices for x360Sync administrators

        System requirements - x360Sync

        Value proposition - x360Sync

        Introduction to x360Sync for Administrators

      x360Sync FAQs & Troubleshooting

      2025 Release Notes - x360Sync

      2024 Release Notes - x360Sync

      2023 Release Notes - x360Sync

      2022 Release Notes - x360Sync

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      2020 Release Notes - x360Sync

      x360Sync ARCHIVE

        Introduction to x360Sync

        x360Sync Recovery Playbook

        Onboarding - x360Sync Playbook

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      Axcient Knowledgebase  /  Axcient x360Sync   /  x360Sync Administrator Guide  /  Create and configure x360Sync organizations  /  Make the most of multitenancy - x360Sync

      Make the most of multitenancy - x360Sync

      Super Administrator

      Written By Tami Sutcliffe (Super Administrator)

      Updated at August 1st, 2024

      In the administrative web portal, you can use the Organization navigation menu to create and manage organizations and suborganizations. x360Sync's unique multitenant environment allows you to manage all of these organizations in one central location. 

      All of your organizations and suborganizations will be organized in a hierarchy within the Organization navigation menu, allowing for a scalable environment that can grow and change according to your needs.

      Master Organization

      The master organization—which is system generated—will display at the top-level of the hierarchy, and all other organizations and suborganizations will sit below the master organization. The name of the master organization will be the company name that you used when first registering as a partner. For private cloud partners, the master organization will be titled, All Organizations.

      Best Practice: This master organization should remain empty; except for a few trusted administrators, users should not be given access to the master organization, and it should never be configured for internal or customer use. Master organizations should remain unpopulated for the following two reasons:

      • Organization administrators have the ability to view content and user account information within the organization to which they have been assigned. Additionally, unless Privacy Mode has been enabled, they also have the ability to view this information in lower-level organizations. To mitigate the chance of exposing sensitive customer data to unauthorized individuals, you should only create organization administrator users within the organization to which they need access.
      • The master organization’s Dashboard provides a totaled overview of all organization data usage, activity, and so forth. If the master organization is actively used as an organization, there is no way to view the actual usage for this organization apart from suborganizations’ usage.

      Structuring Organizations

      Instead of populating the master organization with user accounts and data, you should instead create organizations and suborganizations under the Master Organization.

      1. Master Organization—each new system is populated with a master organization, which displays at the top-level of the hierarchy. The name of your master organization is based on your registration settings. The master organization should remain empty, and can be used to see an overall view of all of your organizations. Additionally, it is important to only add a minimal number of administrator accounts to this top level, as accounts added to this level will have access rights to every organization in the system.
      2. An Internal Organization—you can create a separate organization for your company’s own use.
      3. A Customer’s Organization—you can create organizations for each of your customers. Optionally, you can assign organization administrators to these specific organizations. These organization administrators only have privileges to administer the organization to which they have been assigned.
      4. A Suborganization—you can optionally create lower-level organizations that sit under the parent organization.

      Suborganizations

      By default, suborganizations inherit many features and settings from parent organizations, but also allow you to configure different settings if needed.

      For example, if you want to turn on Privacy Mode for one or two users (for example, a CEO), create a suborganization, add this user, and then turn on Privacy Mode at the suborganization level.

      Or, if you want to restrict storage quota for a Team Share, create a suborganization for this Team Share, and configure storage quota policies accordingly.

      Organization Policies and Settings

      When a new organization is created, you will use the Settings tab to configure settings for the organization, including:

      • General information for an organization, including the name, URL, and so forth
      • Policies, which control the way in which an organization manages data, users, files and folders, API tokens, bandwidth, and other features
      • Email settings, which allow you to specify an email server used for distributing emails
      • Authentication source, which allows you to import users from Active Directory or other related systems
      • Integration with a PSA system (if your organization uses a PSA system), to help you better manage alerts and notifications for individual organizations
      • Custom branding, to allow you to define logos and colors used within the system
      • Privacy Mode option, which allows you to limit your view of lower-level organizational data

      For more information, please reference the Create and Configure Organizations and Manage Inherited Policies knowledgebase articles.


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