Managing Organizations

You can manage organizations A subset of an account. An Automox customer account can be tied to multiple organizations, and users can be invited to, and access multiple organizations. An organization contains users, devices, and policies. from the Setup and Configuration page. To access this page, select the Global View Centralized interface for managing multiple organizations under a single account. (Manage Orgs and Users) button at the top right of the Automox console.

Prerequisites:

You are an Account Administrator Account-level role managing billing, users, and organizations or Full Administrator or you have Organization: Manage permissions. See Roles and Permissions Management.
Only Account Administrators or custom roles with account-level based Organization: Create permissions can create organizations.

Note: You cannot remove an organization from the console. For help, submit a request in the Automox help center.

An organization is a collection of the devices A subset of Assets, a general term denoting anything that runs the Automox Agent and is registered with the system. of a company’s IT infrastructure. Users Represents a set of login credentials and contact information for an external user. A user is associated with an account. Once created a user should get privileges granted to act: - at an account level - at an organization level can be given a role A named descriptor of default or custom permissions/access that can be associated with a user for interaction with the platform within or across organizations. to access an organization with certain permissions. These permissions are then only related to the devices in that organization. A user can therefore be assigned different permissions for different organizations. (See Roles and Permissions Management.)

Viewing Organizations

The Organizations page shows all available organizations.

Prerequisities: You must have Organization: Read permissions.

The following information is available from the Organizations table:

Organizations Table Column	Description
Name	Name of the organization
Organization UUID	This is the universally unique identifier (UUID) associated with the organization
Organization ID	This lists the integer associated with the organization (org ID)
Created	Time and date that the organization was created
Modified	Time and date when the organization was updated or changed
Created by	Email address of the user who created the organization
Users	Number of users added to the organization
Devices	Number of devices added to the organization
SAML	Shows if SAML is enabled or disabled for the user
Status	Shows if this organization is enabled or disabled
Account UUID	This is the unique identifier for the Account. This column is hidden by default.
Global Organization UUID	This is the global-level Organization UUID. This column is hidden by default.
Actions	Edit Organization: You can modify the organization name and manage user roles assignments for this organization

Adding Organizations

You can configure organizations based on the needs of your company’s IT structure.

Prerequisites: You have Account Administrator or Organization: Create permissions. See Roles and Permissions Management

Follow these steps to add an organization.

From the Organizations page, click Add Organization.
Enter a name for the organization and click Create Organization. Account and global full administrators are automatically added to a new organization during the initial setup.
Note: The maximum name length is 45 characters. See Naming rules.
(Optional) To add users at the organization level only, go to Organizational Level Roles and select the email address from the Add User list. See also Managing Users.
Select the role for the added user.
Note: Account and global full administrators are automatically added to a new organization during the initial setup.
Click Save.

Naming rules

Maximum Length: The organization name must not exceed 45 characters.
Allowed Characters:
- Letters: Uppercase and lowercase (A-Z, a-z)
- Digits: 0-9
- Special Characters: Underscore (_), hyphen (-), pipe (|), comma (,), apostrophe ('), and space
Prohibited Characters: Any character or symbol not listed above is not allowed.

Editing Organizations

You can modify organizations from the Edit Organization page.

Prerequisites: You have Account Administrator, Full Administrator, or Organization: Manage permissions. See Roles and Permissions Management

Follow these steps to edit an organization.

Go to the Organizations page.
You can access the Edit Organization page in two ways:
- Click the name of the organization you want to edit, or
- Go to the Actions menu (...) and click Edit Organization.

The Edit Organization page includes the following sections:

Details

This section provides an overview of the information listed on the main organization page, but for this one organization. You can find the following details about this organization:

Account UUID, Global Organization UUID, Organization UUID, Organization ID, Creation Date, and number of users associated with this organization listed by role level.

You can modify the organization name here.

Account Roles

This lists all account-level roles associated with this organization. To modify these, go to the Roles and Permissions tab.

Global Roles

This lists all global-level roles associated with this organization. To modify these, go to the Roles and Permissions tab.

Organization Level Roles

This lists all users and their assigned roles for this individual organization. From here you can take the following actions:

Add a user and assign a corresponding role or roles
Modify the role for an existing user
Remove a user. (Click the x next to the user to remove them from this organization.)
Confirm any modifications.

Note:

When you remove a user from a specific organization, it does not remove the user from the company account.
A user may be listed multiple times if they are assigned multiple roles within the same organization.