Admin - General Settings

Created by Binny Jeshan, Modified on Tue, 25 Mar at 7:03 AM by Binny Jeshan

Administrative General Settings

Guidelines for admin users on Shasta Cloud to configure MSP and Org settings, including fields like name, address, and state, updating logos, and billing details with clear steps and requirements.

TABLE OF CONTENTS


Prerequisites

  • User must be an admin role user and logged into Shasta Cloud.


Step-by-Step Instructions


Configuring the MSP Overview Settings

Step-1: Click “Admin → Settings” in the Left Pane.

Step-2: Configure or modify the information

Once the MSP was created initially these fields are configured. In order to edit perform the following steps per below information

  • Fill in all the necessary fields on this screen, ensuring that all mandatory fields are completed.
  • The following table outlines the available fields and their respective allowed values.

Attribute

Data Type

Mandatory

Limit

Minimum value

Maximum value

Notes

Name

Alpha-Numeric

Yes

3 to 45

-

-


Address

Alpha-Numeric

Yes

250

-


Auto-suggests Google Maps data base address as you type

Notes

Alpha-Numeric

No

320

-

-


Note that, when the address field is typed in with a valid Map address that is available in Google Maps database, the text box would suggest picking up the best matching address location. Choose the appropriate location or proceed to type in your custom address suitably.

Step-3: Optionally configure a logo or reset if required. To reset, click “Reset” as indicated in the example above, and configure your own MSP logo. Note that once Reset is done, the pre-existing logo gets removed instantly and administrator has to upload new logo.

Note: Allowed file types are: png, jpg, jpeg only.

Click “Update” to Proceed, or “Discard” to drop all modifications.


Configuring the Org Overview Settings

Prerequisites

  • User must be an admin role user and logged into Shasta Cloud, and navigated to the necessary Org.

Step-1: Click “Admin → Settings” in the Left Pane.

Step-2: Configure or modify the information

Once the org was created initially these fields are configured. In order to edit perform the following steps per below information

  • Fill in all the necessary fields on this screen, ensuring that all mandatory fields are completed.
  • The following table outlines the available fields and their respective allowed values.

Attribute

Data Type

Mandatory

Limit

Minimum value

Maximum value

Notes

Name

Alpha-Numeric

Yes

3 to 45

-

-


Address

Alpha-Numeric

Yes

250

-


Auto-suggests Google Maps data base address as you type

Notes

Alpha-Numeric

No

320

-

-


State

Options:
1) Disabled 2) Live 3) Onboarding 4) Opportunity

Yes


-

-

-

On Disabled state there is a mandatory Expected Reason text


Note that, when the address field is typed in with a valid Map address that is available in Google Maps database, the text box would suggest picking up the best matching address location. Choose the appropriate location or proceed to type in your custom address suitably.


Step-3: Optionally, when one has to set the State to Disabled, then a reason code must be provided.

Click “Update” to Proceed, or “Discard” to drop all modifications.


Update billing details for MSP or Organization

Step-1: Click “Admin → Settings” in the Left Pane.


Step-2: Click “Billing” tab. Fillin in the required information, and “Save

 
For further assistance if you encounter issues, please reach out to Shasta Cloud support.



Article Revision: 3.2

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