The Organizations section allows MSPs to create and manage multiple customer environments from a single dashboard. When no organizations exist, the page displays an empty state prompting you to add your first organization. Once organizations are created, they appear in a structured list with key operational details.
Step 1: Open the Add Organization Flow
From the left navigation menu, select Organizations, then click Add. This opens the Add organization wizard, which guides you through the setup process.
Step 2: Enter Organization Details
In the Organization details step, provide the core information used to identify and configure the organization:
Upload an organization logo (optional)
Set the HQ location
Select the industry
Enter the company name
Define the organization’s portal URL (
*.eu.trio.so)
The portal URL is permanent and will be used to access the organization’s Trio environment.
Step 3: Assign Admins
In the Admin assignment step, assign one or more administrators to manage the organization.
Important:
Admins must already exist in the MSP account before they can be assigned here. Only previously added admins will appear in the selection list.
Assigned admins will have access to manage devices, policies, users, and security settings within the organization.
Step 4: Save and Create the Organization
After completing the required fields and admin assignment, click Save. A success message confirms that the organization has been created.
Organization List View
Once organizations are added, they appear in the Organizations list view. Each row displays:
Organization name and portal link
Region
Assigned owner
Number of admins
OS coverage and device counts
Trio license status
From this list, you can open any organization to manage its details, devices, policies, and security configuration.