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1Secure: clean up MSP-related wording #285

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5a5f33e
Merge branch 'feature/10.8/azure-files-and-OMBA' of https://github.co…
dimav78 Aug 1, 2025
df4d277
Merge branch 'dimav78-feature/10.8/azure-files-and-OMBA' into dev
dimav78 Aug 1, 2025
e7cfcd2
Update overview.md
dimav78 Aug 20, 2025
a3a8c86
Replace MSP with generic terminology: organizations for general featu…
dimav78 Oct 16, 2025
4709888
Replace MSP role column header with Administrator in roledefinitions.md
dimav78 Oct 16, 2025
c31c46a
Replace MSP references with managing organizations terminology in org…
dimav78 Oct 16, 2025
4beb936
Replace MSP references with organization terminology in addingusers.md
dimav78 Oct 16, 2025
8fbc025
Replace MSP references with organization terminology in login.md
dimav78 Oct 16, 2025
cd5df05
Add MSP example to managing organization reference in alertstimeline.md
dimav78 Oct 16, 2025
beca8ba
Add MSP example to managing organization reference in dashboard overv…
dimav78 Oct 16, 2025
c63e570
Remove claude-code-review workflow to fix PR validation error
dimav78 Oct 17, 2025
a71ce7c
Merge remote-tracking branch 'origin/dev' into 1secure-remove-msp-foc…
dimav78 Oct 17, 2025
82a7fed
Merge netwrix/dev and keep claude-code-review workflow
dimav78 Oct 17, 2025
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2 changes: 1 addition & 1 deletion docs/1secure/admin/dashboard/alertstimeline.md
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Expand Up @@ -25,7 +25,7 @@ To access the Alerts Timeline page, click **Home** at the top and do one of the

If you are a managed organization user, this page displays insights specific to your organization.

If you are a managing organization (MSP) user, this page provides insights for all your
If you are a managing organization (e.g., Managed Service Provider) user, this page provides insights for all your
organizations.

**Top 5 Alerts by Count**
Expand Down
2 changes: 1 addition & 1 deletion docs/1secure/admin/dashboard/overview.md
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Expand Up @@ -21,7 +21,7 @@ page of the application when you sign in.
If you are a managed organization user, this page displays insights specific to your organization.
See the [Organization Statistics](/docs/1secure/admin/dashboard/organizationstatistics.md) topic for additional information.

If you are a managing organization (MSP) user, this page provides insights for all your
If you are a managing organization (e.g., Managed Service Provider) user, this page provides insights for all your
organizations.

**Top 5 Triggered Alerts by Type**
Expand Down
6 changes: 3 additions & 3 deletions docs/1secure/admin/login/login.md
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Expand Up @@ -6,8 +6,8 @@ sidebar_position: 10

# First Login to 1Secure

This topic describes how an MSP can access the 1Secure tenant for the first time, activate their
account, and complete the initial login. After logging in, the MSP can add users to the tenant and
This topic describes how an organization can access the 1Secure tenant for the first time, activate their
account, and complete the initial login. After logging in, the organization can add users to the tenant and
assign them roles based on the required access levels.

When the Netwrix team adds a new user account for your organization, you will receive an email
Expand Down Expand Up @@ -81,7 +81,7 @@ authentication method. After that, one of the following happens:
After successful authorization, You are redirected to the dashboard. See the
[1Secure Dashboard](/docs/1secure/admin/dashboard/overview.md) topic for additional information.

Once the initial login is completed, an MSP can configure Single Sign On (SSO) using supported
Once the initial login is completed, an organization can configure Single Sign On (SSO) using supported
authentication services, including Entra ID, 1Secure Authentication, or OpenID Connect. See the
[SSO Configuration with Authentication Services](/docs/1secure/admin/login/sso.md#sso-configuration-with-authentication-services)
topic for additional information.
Expand Down
2 changes: 1 addition & 1 deletion docs/1secure/admin/login/sso.md
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Expand Up @@ -44,7 +44,7 @@ click **Continue**. Based on your authentication status, one of the following wi

## SSO Configuration with Authentication Services

To enable Single Sign-On (SSO) for tenant users, an MSP must configure SSO using one of the
To enable Single Sign-On (SSO) for tenant users, an organization must configure SSO using one of the
following authentication services:

- [Configure SSO with Microsoft Entra ID Authentication](#configure-sso-with-microsoft-entra-id-authentication)
Expand Down
10 changes: 5 additions & 5 deletions docs/1secure/admin/organizations/addingusers/addingusers.md
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Expand Up @@ -26,8 +26,8 @@ Image keys:

## Add Users to Managing Organization

The Users page allows a Managed Service Provider to provide the client's manager with access to
review reports or other activities. In this case, the MSP shall assign the Viewer rights to the
The Users page allows a managing organization to provide the client's manager with access to
review reports or other activities. In this case, the organization shall assign the Viewer rights to the
manager.

Follow the instructions to add a user.
Expand Down Expand Up @@ -57,19 +57,19 @@ Users**.
| Request deletion for a child tenant | + | + | - |
| Check/Manage child organization settings | + | + | - |
| Add/Manage child-level users | + | + | - |
| Add/Manage MSP-level users | + | - | - |
| Add/Manage parent organization-level users | + | - | - |
| Resend Invite for already added users | + | + | - |
| Customize existing Alerts | + | + | - |
| Edit Alerts delivery settings | + | - | - |
| Activate/Deactivate alerts | + | + | - |
| Managing and assigning alert profiles for child tenants | + | + | - |
| Managing integrations | + | - | - |
| Requesting deletion for MSP-level tenants | + | - | - |
| Requesting deletion for parent organization-level tenants | + | - | - |
| Performing Search | + | + | + |
| Saving/Deleting a custom report/folder | + | + | - |
| Exporting report data | + | + | - |
| Managing/Configuring agent Self-update | + | - | - |
| Segregating access to child tenants for MSP users | + | - | - |
| Segregating access to child tenants for parent org users | + | - | - |

**Step 3 –** Select the Grant user temporary access check box if you need to allow access to
specific user for certain period.
Expand Down
44 changes: 22 additions & 22 deletions docs/1secure/admin/organizations/addingusers/roledefinitions.md
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Expand Up @@ -10,17 +10,17 @@ The following tables describe permissions by role for each type of screen or act

## Alerts Overview

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ------------------- | ------------- | --------------- | ------------------------- |
| **Alerts Overview** | Yes | Yes | Yes |
| Switch Organization | Yes | No | No |
| Edit Alert Settings | Yes | No | No |
| Go to ARs | Yes | Yes | Yes |

## Configuration

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| --------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| --------------------- | ------------- | --------------- | ------------------------- |
| **Configuration** | Yes | No | Yes |
| Managed Organizations | Yes | No | No |
| Users | Yes | No | No |
Expand All @@ -32,15 +32,15 @@ The following tables describe permissions by role for each type of screen or act

## Configuration Credentials

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ---------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ---------------- | ------------- | --------------- | ------------------------- |
| **Credentials** | Yes | No | Yes |
| Edit Credentials | Yes | No | Yes |

## Configuration Sites/Agent

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| --------------------------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| --------------------------------------- | ------------- | --------------- | ------------------------- |
| **Sites** | Yes | No | Yes |
| Edit Site | Yes | No | Yes |
| Delete Site | Yes | No | Yes |
Expand All @@ -50,8 +50,8 @@ The following tables describe permissions by role for each type of screen or act

## Configuration Sources

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ----------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ----------------------- | ------------- | --------------- | ------------------------- |
| **Sources** | Yes | No | Yes |
| Add Source | Yes | No | Yes |
| Edit Source | Yes | No | Yes |
Expand All @@ -62,17 +62,17 @@ The following tables describe permissions by role for each type of screen or act

## Configuration Users

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ------------- | ------------- | --------------- | ------------------------- |
| **Users** | Yes | No | Yes |
| Add User | Yes | No | only business viewers |
| Edit User | Yes | No | only business viewers |
| Delete User | Yes | No | only business viewers |

## Organization Configuration

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ---------------------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ---------------------------------- | ------------- | --------------- | ------------------------- |
| **Organization Configuration** | Yes | No | Yes |
| Sources | Yes | No | Yes |
| Sites | Yes | No | Yes |
Expand All @@ -86,8 +86,8 @@ The following tables describe permissions by role for each type of screen or act

This table explains the functionality that each role can perform on an organization dashboard.

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ------------------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ------------------------------- | ------------- | --------------- | ------------------------- |
| **View Organization Dashboard** | Yes | Yes | Yes |
| Switch Organization | Yes | No | No |
| Go to Investigation | Yes | Yes | Yes |
Expand All @@ -97,8 +97,8 @@ This table explains the functionality that each role can perform on an organizat

## Risk Assessment Dashboard

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ----------------------------- | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ----------------------------- | ------------- | --------------- | ------------------------- |
| **Risk Assessment Dashboard** | Yes | Yes | Yes |
| Switch Organization | Yes | No | No |
| Select Time Frame | Yes | Yes | Yes |
Expand All @@ -110,8 +110,8 @@ This table explains the functionality that each role can perform on an organizat

## Reports

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| -------------------------------- | --- | ------------------------ | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| -------------------------------- | ------------- | ------------------------ | ------------------------- |
| **Reports** | Yes | Yes | Yes |
| Switch Organization | Yes | No | No |
| New Investigation | Yes | Yes | Yes |
Expand All @@ -128,8 +128,8 @@ This table explains the functionality that each role can perform on an organizat

## Subscriptions

| Screen/Action | MSP | Business Viewer | Co-managing Administrator |
| ------------------------ | --- | --------------- | ------------------------- |
| Screen/Action | Administrator | Business Viewer | Co-managing Administrator |
| ------------------------ | ------------- | --------------- | ------------------------- |
| **Subscriptions** | Yes | No | Yes |
| Turn on/off subscription | Yes | No | Yes |
| Delete subscription | Yes | No | Yes |
Expand Down
4 changes: 2 additions & 2 deletions docs/1secure/admin/organizations/overview.md
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Expand Up @@ -13,12 +13,12 @@ to the authorized administrators of a company or Managed Service Provider on the
The topics in this section provide information for: adding your organization, adding users, adding
data source, and other configurations for the Managed Service Provider.

After authorizing in a system, Managed Service Providers (MSP) need to configure their organization.
After authorizing in a system, managing organizations (e.g., Managed Service Providers) need to configure their organization.
The Organization is the name of the company you use to log in. See the
[First Login to 1Secure](/docs/1secure/admin/login/login.md) topic for additional information.

In system, there are parent tenants and child tenants. _Parent tenant_ or Managing Organization is
the MSP you are authorizing with. The MSP or parent tenant may have lots of clients or _child
the organization you are authorizing with. The managing organization or parent tenant may have lots of clients or _child
tenants_ (Managed Organization), which you can review and add on the Managed Organization page.

Below you can see home pages of:
Expand Down
6 changes: 3 additions & 3 deletions docs/1secure/admin/riskprofiles/riskassessmentdashboard.md
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Expand Up @@ -6,13 +6,13 @@ sidebar_position: 30

# Risk Assessment Dashboard

The Risk Assessment dashboard is designed as a diagnostic tool for Managed Service Providers (MSPs)
The Risk Assessment dashboard is designed as a diagnostic tool for managing organizations (e.g., Managed Service Providers)
and managed organization users to assess and monitor the security posture of an organization. By
regularly reviewing this dashboard, you can get a comprehensive view of the security risks for an
organization, track risk levels, address vulnerabilities, and ensure that your environment aligns
with industry best practices and standards such as NIST.

- If you are a managing organization (MSP) user, this page provides insights for all your
- If you are a managing organization (e.g., Managed Service Provider) user, this page provides insights for all your
organizations.
- If you are a managed organization user, this page displays insights specific to your organization.

Expand Down Expand Up @@ -51,7 +51,7 @@ Multiple filters are available on this page to enable you to filter data as desi
one or more filters at a time.

- Organizations – Select an organization from the drop-down menu located at the top left of the
dashboard. This option is only available to managing organization (MSP) users.
dashboard. This option is only available to managing organization (e.g., Managed Service Provider) users.
- Trend since – Select a time period from this drop-down menu to view the risk-related data for that
period. For example, if you select Last week, the data will reflect information for the last week.
By default, Last month is selected. Options are:
Expand Down
2 changes: 1 addition & 1 deletion docs/1secure/admin/riskprofiles/riskprofiles.md
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Expand Up @@ -6,7 +6,7 @@ sidebar_position: 60

# Manage Risk Profiles

In Netwrix 1Secure, the Managed Service Provider (MSP) can create risk profiles.  A risk profile
In Netwrix 1Secure, the managing organization (e.g., Managed Service Provider) can create risk profiles. A risk profile
consists of a set of risk metrics, each with preconfigured risk thresholds that represent low,
medium, and high risk levels for the metric. You cannot add new metrics but you can change the risk
thresholds for each metric. A risk metric is a measurable security parameter that helps analyze
Expand Down
6 changes: 3 additions & 3 deletions docs/1secure/admin/searchandreports/subscriptions.md
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Expand Up @@ -6,9 +6,9 @@ sidebar_position: 80

# Subscriptions

The Subscriptions feature allows Managed Service Providers (MSPs) to schedule certain reports
The Subscriptions feature allows organizations to schedule certain reports
(including Risk Assessment Dashboard reports), send them to specific email addresses automatically,
or upload reports to a designated folder in SharePoint Online. This enables MSPs to:
or upload reports to a designated folder in SharePoint Online. This enables organizations to:

- Carry out reporting obligations with the clients
- Store an audit trail for compliance purposes
Expand Down Expand Up @@ -114,7 +114,7 @@ report:
/Shared Documents/FolderName)

:::note
For MSP organizations, reports will always be saved to the location in a sub-folder
For parent organizations, reports will always be saved to the location in a sub-folder
named after the child organization.
:::

Expand Down
10 changes: 5 additions & 5 deletions docs/1secure/integration/overview.md
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Expand Up @@ -6,12 +6,12 @@ sidebar_position: 60

# Third-party Systems

Managed Service Providers use a service ticket to track an issue, usually by someone in an IT role.
Each issue gets its own ticket, and the ticket remains open until the issue is resolved. Once the
issue is resolved, IT closes the ticket.
Organizations use a service ticket to track an issue, usually by someone in an IT role. Each issue
gets its own ticket, and the ticket remains open until the issue is resolved. Once the issue is
resolved, IT closes the ticket.

There are two ticket-related services Netwrix 1Secure uses - ConnectWise and ServiceNow. The system
shall display the service, which the MSP applies.
shall display the service that the organization applies.

There is also a SharePoint Online integration which you can use for report subscriptions. This
feature is useful when you create the report and deliver it to a specific folder in SharePoint
Expand All @@ -23,4 +23,4 @@ See the following topics for additional information:
import DocCardList from '@theme/DocCardList';

<DocCardList />
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