Managing Organizations

You can manage organizations from the Setup and Configuration page. To access this page, select the Global View (Manage Orgs and Users) button at the top right of the Automox console.

Prerequisites:
  • You are an Account Administrator 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: It is not possible to remove an organization from the console. For assistance, please submit a request in our help center.

An organization is a collection of the devices of a company’s IT infrastructure. Users can be given a role 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:

Organizations Table Column

Description

Name

Name of the organization

Organization ID

This is the UUID associated with the organization

Legacy 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

Actions

Edit 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.

  1. From the Organizations page, click Add Organization.
  2. 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.
  3. Enter a name for the organization and click Create Organization.
    Note: The maximum name length is 45 characters. See Naming rules below.
  4. (Optional) Enter the email address for the user you want to add. See Adding Users for details.
  5. Select the role for the added user.
    Note: Account and global full administrators are automatically added to a new organization during the initial setup.
  6. Click Save.

Naming rules

  • Maximum Length: The 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.

  1. Go to the Organizations page.
  2. 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 is made up of 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 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.

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