Overview 

After you configure your client's organization, you will be redirected to the organization's Settings page, where you can:

• update Services settings
• review General settings such as contact details
• manage User settings including adding and deleting organization-level user accounts

STEP 1: Update Services settings

While still in the organization's Settings page, you can update the settings for Services.

For example, if you are working with a Microsoft 365 account, you can update the following settings:

 1.  In the read-only Current Backup section, you can view current backup statistics for the organization's account.

 2.  In the Enable services to backup section, use the toggles to turn on and off Office 365 services to be backed up.

 3.   In the User filter settings section, select the users you want to skip for backup. Use the External toggle to skip external user accounts from the backup process.

 4.  In the New Users section, you can automatically back up new user accounts and new SharePoint sites:

• Use the Automatically back up new Microsoft Office 365 users toggle to automatically back up all new user accounts.
• Use the Automatically back up new Microsoft Office 365 SharePoint sites toggle to automatically back up all new SharePoint sites.

STEP 2:  Review general settings

Click the General tab to view partner information, including partner ID, company name, and contact details.

STEP 3: Manage users

Click the Users tab to view, add or delete existing organization-level user accounts.

• To add a new organization-level user account, please reference How to create new organization-level user accounts 
• To delete an organization-level user account, please see How to delete organization-level accounts.

 SUPPORT  | 720-204-4500 | 800-352-0248 

• To learn more about any of our Axcient products,  sign up for free one-on-one training.
• Please contact your Partner Success Manager or Support if you have specific technical questions.
• Subscribe to the Axcient Status page for a list of status updates and scheduled maintenance

593