Organizations

An organization groups users who belong to the same company, and it is how you link a single license to multiple users. You assign the license to the organization, and its admin (a user with the organization-admin role) distributes access through user groups from the customer portal. This lets you sell to a company rather than a single user, while the organization admin manages license distribution instead.

Creating an organization

  1. Go to the Customers -> Organizations page in the admin portal.
  2. Click Create and provide the organization's details.

Creating an organization admin

  1. Go to the Customers -> Users page in the admin portal and click Create.
  2. In the Role field, select organization-admin.
  3. In the Organization field, select the organization to link to this admin.

For details on user roles, see Users.

Linking a license to an organization

  1. Go to the Licenses page in the admin portal.
  2. Click Create to create a new license, or edit an existing license.
  3. Open the Customer tab and link the organization.

For everything an organization admin can do, see role-based access in the customer portal documentation.

Storing your own data on organizations

You can store your own data on organizations, such as their address and other company details, with organization custom attributes. Your app can read the attributes of the license's organization. You choose whether organization admins and resellers can also see them; individual users never do.

UsersCustomer Portal
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