Only Admins with Play God access to your account 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 portals to Freshworks Organization. Watch our demo video here to understand the migration process better: Watch Now 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? 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, you can 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 security 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 to 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. 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.
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