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Customize sidebars based on groups
These instructions will allow you to set different sidebars according to your user group requirements by hiding and showing items. Prerequisites * A Manager and Administrator role is required. Instructions Creating the standard layout A standard layout containing any number and combination of sections and items can be…
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Organizations sidebar
IT Glue supports a standard left-hand navigation sidebar on organizations. You can customize the sidebar to add new shortcuts to help your team navigate to important information quickly and also change the way shortcuts are grouped. When you are just setting up an account, you'll begin with a blank slate. As soon as you…
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Organizations home page
Every organization has a home page with an activity feed and a dashboard that provides navigational and informational views of the organization. Below is an example dashboard with a description of the various parts that are included. Quick Notes - Information at a glance. This is a good place to highlight temporary…
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Add a note to an organization
Notes capture details about the organization that you want to give visibility to. For example: * You create a note that gives your team a critical project update and lists a point of contact for more information. * You create a note to inform your team about a recent staff termination at the client organization. * You…
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Set an Organization's primary location
IT Glue lets you specify the primary location of the organization. If a client moves or their primary location changes for any other reason, make sure you update the primary location in IT Glue. If syncing with a PSA Edit the primary location in your PSA, so that any dependent items within the PSA are adjusted as required.…
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When to use sub-organizations
This article is intended for account administrators. When thinking about how to use sub-organizations, there are a few points to consider. Let's start by defining the key terms and then explain how sub-organizations can be useful. Organizations * Represent the top-level structure of clients and can have as many locations…
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Add and delete organizations
These instructions show you how to add organizations manually, or delete organizations that you no longer need, such as when a client is no longer a client. Prerequisites * If you're syncing with a PSA, it is often recommended to create a new client's organization from your PSA. See our Overview of client onboarding…
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About organizations
From the Organizations list view (accessible by clicking Organizations from the top navigation bar), you can view, add, edit, and delete organizations. Organizations Organizations are unique containers for your IT documentation and provide a secure framework for limiting access. For example, you may limit an external…