Organization management

TABLE OF CONTENTS

• Overview
• Create, edit and delete organizations
• Search and filtering

Manage your organizations as an operator

Overview

As an operator, you manage the organizations that are tied to you as an operator. Operators define configuration, branding, authentication, and content distribution boundaries.

You use the organization management page to:

• Create new organizations
• Modify existing organizations
• Delete organizations
• Control authentication per organization

Organizations sit above units. Units operate within an organization, while organizations define higher level governance and configuration.

Organizations overview

Create, edit and delete organizations

Create an organization

You create a new organization from the Organizations overview.

1. Open Organizations
2. Click New organization
3. Provide required organization details\ See this article for information on authentication setup.
4. Click Create

When you create an organization, it immediately becomes available in the hierarchy.

Creating an organization

What happens after creation

After you create an organization:

• It inherits branding from its operator organization
• It can receive published templates and content
• It can have its own units, members, and configuration

You should verify branding and authentication settings before onboarding users.

Edit an organization

You edit an organization to update its configuration or metadata.

1. Open Organizations
2. Select the organization from the list
3. Update fields such as name or configuration
4. Save changes
5. Changes apply immediately.

Editing considerations

Before editing an organization, consider:

1. Whether it has active users
2. Whether authentication settings are linked externally
3. Whether content is in the process of being published

Delete an organization

You delete an organization when it is no longer required.

1. Open Organizations
2. Select the organization
3. Choose the delete option
4. Confirm the action by entering the name of the organization

Deleting an organization

Important considerations before deletion

Before deleting an organization, ensure:

• It does not contain active units that must be preserved
• It does not contain important content
• No users depend on it for access

Deletion marks the organization for deletion, making it immediately unavailable. After 7 calendar days, it will be permanently deleted, and this action cannot be undone.

Search and filtering

You can search for organizations using the search field in the overview.

This is useful when managing large lists of organizations.