Step-by-step: Creating Your First Organization
This guide walks you through creating your first Organization in Simplified Solutions. Creating an Organization is the first required step before you can install agents or protect devices.
Most users can complete this process in just a few minutes.
Start the Organization Setup
After signing in, you will be prompted to choose how you want to proceed. Select the option to set up a new Organization.
If you are already signed in and want to create an additional Organization later, you can do so from My Organizations.
Enter Organization Information
Begin by entering a name for your Organization. This is typically your company name, department name, or another label that helps you identify the group of devices you are managing.
The name can be changed later, so it does not need to be final.
Select a Subscription Tier
Choose the subscription tier that best matches your needs.
Each tier enables a different set of features, such as monitoring, patching, advanced security, and backups. The selected tier applies to all devices within the Organization.
You can upgrade or downgrade your subscription later if your needs change.
Enter Billing Details
To complete Organization setup, you will be asked to enter billing information.
Billing details are required to activate the Organization, but you are not charged immediately. Charges are calculated based on active devices and invoiced later according to the billing cycle.
Payment information is processed securely and is not stored on Simplified Solutions servers.
Create the Organization
Once all required fields are completed, submit the form to create the Organization.
After creation, the Organization becomes active and you will be taken into the portal, where you can begin generating installers and enrolling devices.
What to Do After Creation
With your Organization created, the next steps are to invite other users if needed and build your first installer.
Everything else in the setup process builds on this Organization.