Organizations Overview

Goal

View and manage the organizations available to your account from the Organization Manager, and switch the active organization context that scopes everything else in the portal (projects, devices, users, licensing).

Before you start

• Prerequisites: A signed-in account that is a member of one or more organizations.
• Required role/permission: Viewing the organization list is available to members; creating, editing, or deleting an organization requires administrative permission. Without it the management controls are hidden or disabled (see Viewer (read-only) overview).
• Settings that affect behavior:
  • Active organization — almost every other page is scoped to the currently selected organization. Switching it changes which projects, devices, and licenses you see.
  • Licensing — an organization’s available features and seat limits are governed by its licenses; see Licensing.

Deleting an organization is destructive and removes its projects, devices, and members. In the E2E suite this is gated to orgs named E2E-DESTRUCTIVE-*.

Steps

1. From the portal, open Organization Manager at /portal/general/organizationManager.
2. Review the list of organizations you belong to.
3. To create one, use the Create / Add organization action and complete the form (name and any required details).
4. To edit an organization, open it and update its fields, then save.
5. Switch the active organization to change the context used by the rest of the portal.

1. Open the Organization Manager

   

Related

• Organization management
• Users overview
• Licensing