Adding a new Datto SaaS Protection organization

IMPORTANT   

  • The Backupify app must be installed in your Google Workspace environment before you can add an organization. (See Installing the Backupify app from the Google Workspace Store).
  • It is recommended that you review the entire article before performing the required tasks as you may need to obtain information from the organization to complete certain steps.

Adding (onboarding) a new Datto SaaS Protection organization to your environment is an easy and straightforward process. This article describes the steps you perform to add a new organization.

Add an organization to Datto SaaS Protection

To add an organization:

  1. In the Datto Partner Portal, select Status > SaaS Protection Status.
  2. Click Add SaaS Protection Organization.

NOTE  The Add SaaS Protection Organization button is available only to admins. If you wish to make this function available to a technician at your company, contact Support.

  1. The Add Organization dialog walks you through adding a new organization. Refer to the following table for details about each step in the dialog.

Organization

In the Organization step, you will define the product to be backed up, storage region, NFR status, and the organization to link to the new SaaS Protection account.

  1. In the Organization field, enter the name of the new organization (or select an existing organization from the list if creating a dual provisioned account).

NOTE  To link the new SaaS account to an existing organization that already has a SaaS account linked to it, select the existing organization (e.g., add a Google SaaS account to an organization that already has a Microsoft 365 SaaS account linked to it. This is known as a dual provisioned account). Doing so will restrict some options (region, commitment, licensing) in the creation process as backup configuration settings must be the same across all domains in an organization. These settings have been pre-selected and cannot be changed.

  1. For Is this a Not for Resale (NFR) account?, No is selected by default. If applicable, select Yes. More information on the NFR program can be found here: Not-for-Resale (NFR) program for Datto SaaS Protection.

  1. In the Region where data is stored list, select the region where the organization's backups will be stored. The organization may have policies regarding this. Datto's cloud servers are located in each of the regions listed. The organization's storage location cannot be changed after the account has been created.
  2. For Select which product will be backed up, select the Google Workspace option.
  3. Click Next to proceed.

Kaseya 365 User example:

SaaS Protection Standard example:

Legacy SaaS Protection example:

Commitment

The organization's retention setting determines how long historical backup data is retained. Choosing the Infinite setting will retain backup history until the subscription is canceled.

  1. Select the commitment term and retention model for the organization:

  • For Kaseya 365 User subscriptions, select Kaseya 365 User in the Commitment and Retention dropdown and Infinite in the Retention Period dropdown.

  • For newer SaaS Protection subscriptions, select SaaS Protection Standard in the Commitment and Retention dropdown and Infinite in the Retention Period dropdown.

  • For legacy SaaS Protection subscriptions, select one of the month-to-month or yearly options in the Commitment and Retention dropdown. If necessary, adjust the Retention Period value and modifier.

  1. Click Next to proceed.

NOTE  For more information, see Understanding the pricing model. This article shows how to check which subscription type you are using and describes retention for each subscription type.

Organization Management

In this step, you will select whether you or your organization will manage the SaaS Protection account. The selection you make determines who authorizes and manages the SaaS Protection account. For more information on organizations and users in the Datto Partner Portal, see Manage company and organization users.

  1. In SaaS Protection organization managed by, select Partner or Organization. Partner is selected by default.

NOTE  If you are a direct customer and not buying via an MSP, the organization must be partner managed and you cannot select the Organization setting.

  1. For Do you have global admin credentials for the product being protected, select Yes or No.

    If No is selected, enter an email address in the Email field. An email will be sent to this address to create and authorize the account.

  2. Click Next to proceed.

Licensing

In this step, you can choose whether to use auto-add to automatically protect new users and enable a user license cap to prevent the organization from consuming too many SaaS Protection licenses. To make managing user licenses easier, it is recommended that you leave the Auto-add users toggle enabled.

  1. Auto-add users is enabled by default. You can disable auto-add by clicking the toggle.
  2. To limit the number of licensed users that Datto SaaS Protection can protect and charge for, turn on the Enable user license cap toggle and enter a value for User license cap.
  3. Click Next to proceed.

Confirm

Review the configuration of the new SaaS Protection organization and provide global admin credentials.

  1. After reading the Acknowledgment section, check the box to agree.
  2. Click Add Organization.
  3. If Yes was selected for Do you have global admin credentials?, you will be redirected to outside of the Datto Partner Portal to provide those credentials.

For information about working with existing SaaS Protection organizations, see the article Exploring the SaaS Protection Status page.