Guide: Organization & Account Creation

Keywords: Account Creation, Multi-Tenant, Create New Organization, Create Sub-Organization, Manage Organizational Hierarchy, User Accounts

Summary

This guide walks a high-level organization through the steps required to create new sub-organizations and onboard new users/customers.

Managing Organizations

First, head to the Account Management tab to view the current authorized users in an organization. From the top title bar Organization dropdown, choose the organization to view/edit.

New Organizations

To create a new Organization / Sub-Organization, click on the ‘Edit Organization’ button, then type in the name and select a parent organization

Upon completion, a success message will display and the organization will be added at the appropriate level of hierarchy within the Main Organization’s structure

An organizational hierarchy can built by continuing to add sub-organizations. The top title bar Organization dropdown shows the hierarchy.

Modify & Delete Organizations

Organizations can be renamed or deleted by clicking the corresponding buttons in the Edit Organization dialog box.

Deleting an organization also deletes all user accounts associate with that organization

Inviting New Users

To create / invite a new user to the platform, click the ‘Invite User’ button.

A new user email address should be entered where the invitation will be sent.

The Account Expires On field is an optional field that specifies when an account will expire - leaving it blank will keep the account active until it is manually deleted.

Under Organization Name, select the Organization for which the user will belong, as well as the Access Privileges / Role and Scope (Sites / Services Lines) that the Access Privileges will apply to. For the scope, choose ‘All Sites’ / ‘All Service Lines’ to give access to all the assets under the Organization.

For a newly created organization, individual Sites / Service Lines will not be available and ‘All Sites’ / ‘All Service Lines’ must be selected. The scope of permissions can be changed at a later date, after assets have been added to the Organization.