What Is an Organization?
The initial steps for working with organizations
An Organization is a management interface designed to set up several Spaces at one place. This feature is designed to allow company executives to unify the management and control of all Spaces in one central menu.
If you already have several Spaces and several users, it is time to start, this feature will be one of your more useful tools.
Because the goal is centralisation, usually an enterprise will use just one Organization.
First Steps
Unlike your first Space, no Organization is created automatically. Condition to start the construction of your Organization network, is that this capacity must be part of your subscription plan. Once the activations are ready, we can start with the creation of a new Organization.
New Organization
Go to your DecisionRules side menu and click on "Organizations". A new window with a list of all your Organizations will open. To create a new one, go to the top right side of your window, and click on + Create Organization . The app will require from you the name of the new Organization and its description. When the two fields are complete, select the "Create" button.
Now you can press the new item that appeared in your list. The menu of your new Organization will open.
Switching between Organizations
If you want to return to the Organization List, to switch to the settings of another organization, just click on the Organizations section in your side menu again.
Organization description
Before connecting Spaces and roles, or changing settings, try to design your organization in a paper or canvas. How many Spaces you have, which members, for which kind of rules? Draw your designs according to your form of thinking, maybe you like graphs, or indexes, or poems.
Once you have a clear picture of your expectations, you are ready to build your Organization. The main four structures are:
Members with specific roles at the organization level
Members with specific roles at the spaces level
The organization of your Spaces in Departments
Secure core info like the billing data or the SSO settings.
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