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.

UsersCustomer Portal
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