Managing Organizations

As a global administrator, you can create and manage organizations and users across all organizations from theSetup and Configuration page. You can access this page from the Manage Organizations and Users button at the top right of the Automox console.

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.)

Viewing Organizations

The Setup & Configuration page shows all available organizations. The following information is available:

Organization 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

You can view the organization you are logged in to at the top right of the console. Use the drop-down menu to navigate between organizations.

Adding Organizations

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

Follow these steps to add an organization.

1. From the Setup & Configuration → Organizationpage, click Add Organization.
2. On the Add Organization page, under Details enter a name for the organization. (Note: The maximum name length is 45 characters. See Naming rules below.)
3. (Optional) Enter the email address for the user you want to add. See Adding Users for details.
4. Select the role for the added user.
   Note: Global Administrators are automatically added to a new organization during setup.
5. 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 Organization

You can modify organizations from the Edit Organization page.

Follow these steps to edit an organization.

1. Go to the Setup & Configuration → Organization 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 column and click Edit Organization. 

From the Edit Organization page you can manage users associated with the organization.

Go to the Users section to do the following:

• Add a user and assign a corresponding role
• Modify the role for an existing user
• Remove a user. Click the x next to the user to remove them from this organization.

Related Topics

• Understanding Global Access Management
• Roles and Permissions
• Managing Users
• Global Session Expiration Settings