Setting up your TechAlign organization is the essential first step to streamline technical alignment and QBR automation for your MSP. This guide walks you through initial configuration, inviting your team, assigning roles, and ensuring your account is ready for efficient IT standards reviews and client engagement. Let’s establish a strong foundation for success with TechAlign.
Completing Your Organization Profile
Navigate to ‘Settings’ and select ‘Organization Profile’.
Enter your company’s details, including name, address, and contact information.
Upload your MSP logo for brand consistency in reports and QBRs.
Save your changes to update your organization’s identity across TechAlign.
Inviting Team Members and Assigning Roles
Go to ‘Team Management’ and select ‘Invite Member’.
Enter the team member’s email address.
Choose the appropriate TechAlign role: Alignment Engineer, vCIO, Admin, or Owner.
Send invitation; team members receive an email to join and complete registration.
Understanding User Roles and Permissions
Alignment Engineer: Manages technical assessments and documents client environments.
vCIO: Reviews assessments, customizes QBRs, and leads business review meetings.
Admin: Handles configuration, user management, and workflow oversight.
Owner: Has full access across all organizational and billing settings.
Initial Platform Configuration Tips
Set notification preferences to stay informed about assessment and QBR activity.
Establish assessment templates relevant to your client base for fast onboarding.
Configure security settings, including MFA, for enhanced data protection.
Conclusion: Ready for Streamlined Success
By following these onboarding steps, your TechAlign organization will be optimized for efficiency, security, and collaboration. With your team roles defined and core settings in place, you’re prepared to drive consistent technical alignment and deliver exceptional, data-driven QBRs to clients.