MSP ACCOUNTS THAT WORK UPGRADE
To reconfigure your SSO setup, click on “portal settings” for the portal / account you want to reconfigure from the View upgrade readiness pane. You will therefore need to reconfigure your SSO to work with Freshworks Organization instead of Freshservice. Going forward, Freshworks Organization will interact with your SSO identity provider, complete your authentication process, and then authorize you to access your Freshservice account. Step 1 - Reconfigure SSO in Freshworks Organization Now that you're done with Step 0, if you have “SSO not verified status” for your accounts / portals, you will need to migrate the setup to Freshworks Organization. Note: Creation of new portals will be disabled until you upgrade to Freshworks Organization Here you will find a 2-step self-service wizard to help you migrate your SSO configuration to Freshworks Organization. Click on Go to Portal Settings for the portal you need to migrate the policy for. SSO setup needs to be completed for your accounts/portals on Freshworks Organization. This means that your SSO setup has been successfully completed in Freshworks Organization. This means there has been a mismatch after your Google/ Password-based login settings from Freshservice were auto-migrated to Freshworks Organization. This means the login settings set up for your account/portal has been auto-migrated as it was using Google / Password-based login.Ĭheck your login policies set up on Freshworks Organization. When you click on upgrade readiness, every account / portal will have a status mapped against it to help you understand the course of action that you need to take. You can view if the pre-upgrade login methods have been matched with post-upgrade login methods by clicking on “ View upgrade readiness of all portals”. Navigate to Admin > Helpdesk Security Settings to view the migration wizard.Ģ. Only Admins with Play God access across all the portals and accounts in your Multi-Account configuration will be able to view and use this self-service wizard. To enable you to seamlessly upgrade to Freshworks Organization, we have enabled a self-service wizard to help you migrate the login policies of your accounts and portals to Freshworks Organization. Step 0 - Getting started with the upgrade Watch our demo video to understand the migration process better: Watch Now You can read them step-by-step as you proceed through the process. To help you understand the upgrade process better, we have broken down the process into 3 steps. How do I upgrade to Freshworks Organization?
MSP ACCOUNTS THAT WORK HOW TO
To understand in detail on how to set up security policies using Freshworks Organization, you can read our article here. When you need exclusive security policies to be set up with different identity providers, create custom policies and map them to the respective Freshservice accounts, portals, or other Freshworks Products. To manage your login policies efficiently across your Freshworks products and accounts, Freshworks Organization offers two types of login policies.Īll Freshservice accounts, portals, and other Freshworks products that do not have custom policies in place will use the default login policy. To suit your business needs, you can create multiple portals as required for your end-users from Admin > Support Channels > Support Portals. It’s typically used for agents to login to the Freshservice account. To understand the upgrade process better, here are some terms and concepts associated with setting up security policies in Freshworks Organization for MSP accounts:įreshservice provides two kinds of portals to enable you to manage your clients better.Įvery Freshservice account has a default login portal, which can be set up from Admin Settings > Helpdesk security. īefore you get started on how to upgrade. To learn more, refer to the detailed documentation of the changes here. With this upgrade to Freshworks Organization, you will see some changes in your product experience. Introducing Freshworks Organization, which comes with:Ī centralized dashboard for user management and security settings across Freshworks products and Freshservice accounts that you useĪ unified login experience for your requesters and agentsĪ Switcher for users to seamlessly navigate between other Freshworks accounts and products.
MSP ACCOUNTS THAT WORK PASSWORD
From password policies to user management, a unified approach to managing them across products enables admins to have more centralized control. Separate administrative settings across multiple accounts and products are always difficult to control and manage.