NinjaOne Endpoint Management: Creating and Editing Organizations

Topic

This article describes how to work with organizations in NinjaOne.

Environment

NinjaOne Endpoint Management

Description

Organizations let you configure the customers, departments, and components you onboard and manage with NinjaOne. They are the shells in which you assign policies, other settings, and locations to devices.

Creating a New Organization

Follow these steps to create a new Organization in NinjaOne:

From any page in the NinjaOne console, click the + icon, then select Organization from the drop-down menu.

add item_organization.png — **Figure 1:** Add an organization in NinjaOne

Name the Organization, provide an optional description, and configure the time window during which to receive alerts. When finished, click the Save button.

Configuring Organization Settings

The navigation pane on the organization configuration page contains a list of tabs you can use to set up your organization according to your needs. Depending on the features and integrations enabled, the tabs shown may vary from those shown in the following screenshots.

Always click Save after making changes to any settings in the organization editor.

**Figure 2:** Configuration option tabs (click to enlarge)

Configuration Tab Explanations

Use this table to learn about the configuration options in each tab.

Tab	Purpose
General	Enter the Organization name and an optional description. Configure the time window when you want to receive alerts for this Organization. Toggle the Systray icon on or off for this Organization. For more information, refer to Branding: Systray Icon.
Devices	Configure security approval settings for incoming devices within the Organization. View pending, approved, and rejected devices. Override or clear device status. Refer to Node Approval for more information. Add scheduled or ad hoc Active Directory discovery jobs. For more information, refer to Discovery Jobs.
Virtualization	Configure VMware monitoring for the Organization. Refer to VMware Monitoring for more information. Configure Hyper-V monitoring for the Organization. Refer to Hyper-V Monitoring for more details.
Locations	Create, edit, or delete different office locations within the Organization. Refer to Organizations: Locations to learn more. Configure WSUS, backup, or policy settings based on location. To learn more, read Assign Policy by Location.
Cache	Create and manage organization cache servers. For more information, refer to NinjaOne Patch Management: Patch Caching
Credentials	Add credentials to the Organization's credential store. Set the default credentials for devices within the Organization. Refer to NinjaOne Organizations: Credential Exchange for more information.
Network Storage	Configure and edit network storage and backup paths. Check out NinjaOne Backup: Network Storage to discover more.
Policies	The Policies option in the Organization editor has multiple tabs: Agent and MDM Policies: Select the default policy for the devices in your Organization. NinjaOne automatically assigns a default policy for Windows Workstation, Windows Server, and Mac. You can edit these defaults or create new policies to meet your needs. NMS Policies: Choose this tab to review default NMS policies for each network component that can be monitored via the Ninja NMS agent. Refer to NMS: Device Roles and Policies for more information.
NinjaOne Remote	If NinjaOne Remote is enabled, you can remotely modify the settings for each Organization. The Advanced tab lets you use the global default settings or customize the settings at the Organization level. To find out more, read Getting Started With NinjaOne Remote.
Splashtop	Splashtop is a remote connection tool for screen sharing that features a lightweight agent and highly secure encryption. For more information, refer to the Splashtop: Setup Guide.
Backup	Enable the backup engine and configure device deployment. To discover more, read Ninja Data Protection: Setup Guide.
End Users	Add and manage end users in the Organization so they can remotely access their devices. To find out more, refer to End User Sharing and Device Access.
Patching	Add a WSUS server for the Organization to use with OS patching. Refer to Policies: Windows Patch Management and WSUS Server Setup to learn more.
Documentation	Add devices that will function as Documentation delegates. Read NinjaOne Documentation: Apps and Services for additional information.
Contacts	Import known contacts for this Organization.

Additional Remote Access Settings

If Remote Access is active, you can choose which device types can use the remote access tool (Windows Workstation, Windows Server, or macOS) and whether to require end user confirmation to connect.

Importing Organizations

To import organizations, perform the following steps:

Navigate to Administration → Organizations and click Import Organizations.

import organizations.png — **Figure 3:** Import organizations in NinjaOne

On an Excel spreadsheet, enter all organization names you would like to add to NinjaOne into a single column. Copy the column data.
In NinjaOne, paste the column data into the designated field on the Import Organizations modal.

import organizations_paste data.png — **Figure 4:** Paste the import data in NinjaOne

If you want the new organizations to copy settings from an existing organization, select the existing organization from the drop-down menu. The copied data will apply to all organizations being imported. If you do not make a selection, the imported organizations will not have any settings configured.

**Figure 5:** Copy organization settings

Displaying Organization Data

You can control which columns display data in the Organizations tab in Administration. Click the gear icon to add or remove columns.

9.0_Organizations_AddColumns.png — **Figure 6:** Data display options (click to enlarge)

Select which columns to add/remove from the Columns drop-down menu.
Click and drag columns to change the display order.
Click the X icon next to a column name to remove it.

Editing Organizations

Technicians with system administrator privileges set to "Update" for Organization access (refer to User Permissions: Permission Options) can edit multiple organization settings simultaneously. This feature enables configuration for remote access provider settings across organizations for Splashtop and NinjaOne Remote.

You can edit an individual organization or (with the correct permissions) multiple organizations at once.

To edit a single organization, click the organization name in Administration → Organizations.
To edit settings for one or more organizations, follow these steps:

In the Organizations List, select the checkboxes next to the organization that need updating, then click the Edit settings drop-down menu. menu.

**Figure 7:** Copy Organization settings (click to enlarge)

Select an option from the drop-down list, perform your configuration changes, then click the Update button.

9.0_Organizations_EditSplashtop.png — **Figure 8:** The Edit Organization modal (click to enlarge)

Copying an Organization

To copy an organization and all of its conifgurations, perform the following steps:

Navigate to Administration → Organizations, place your mouse cursor over an organization, then choose Copy from the drop-down menu when it appears.

**Figure 9:** Organization actions (click to enlarge)

Click Copy, then rename the new Organization and select which settings to duplicate. Click Save to finish.

Finding the Organization ID

Some processes or integrations in NinjaOne may require the organization ID:

In Administration → Organizations, move your cursor over the organization name.
Click the ellipsis icon in the row and select Copy Org ID.

**Figure 10:** Copy an Organization ID number (click to enlarge)

Deleting an Organization

To delete an organization, perform the following steps:

Navigate to Administration → Organizations, place your mouse cursor over an organization, and then choose Delete from the drop-down menu when it appears.
The system will show an alert message warning that you cannot undo the Organization deletion. Enter your email to confirm the deletion.