Managing Organizations

Organizations facilitate user management and authorization. You can create, modify, move, and delete organizations, and add users to organizations. For details about organization-based authorization, see Configuring Authorization Policies for Application Organizations.

To add a large number of organizations, synchronize organization data from your identity sources or import organization data with a template.

• Import from identity sources: Configure data import logic to synchronize organization data from upstream identity sources to OneAccess. For details, see Managing Identity Source.
• Import with a template: Add organization data to the template and then import the organization data to OneAccess. For details, see Organizations.

1. Log in to the administrator portal.
2. On the top navigation bar, choose Users > Organizations and Users.
3. On the Organizations and Users page, switch to the Organizations tab.
4. On the organization list page, click Create Organization.
   

   • To create a top-level organization, click the plus sign (+) in the lower left (see the following figure).

     

   • In the organization tree on the left, click on the right of the organization and select Create Sub-organization by referring to Figure 1, to quickly add a sub-organization. Alternatively, select the added top organization in the organization navigation tree on the left and click Create Organization to add a sub-organization.
     Figure 1 Creating a sub-organization
     

5. On the Create Organization page, specify organization parameters.

   Table 1 Organization information

   Parameter	Description
   * Organization Type	You can select an organization type from the drop-down list box. The options are Department, Unit, Company, and Group.
   * Organization Code	Unique identifier of the organization.
   *Organization Name	Organization name. Organizations at the same level must have different names.
   Sequence	Position of the organization in the organization tree. By default, new organizations are displayed at the end.
   Parent Organization	Leave this parameter empty when adding a top organization. Displayed as the organization you selected when you create a sub-organization

6. Click OK.

Modifying an Organization

In the organization list, click Modify in the row that contains the target organization, and modify the ID, name, and position. You can move an organization to another parent organization. For details, see Moving an Organization.

To modify an organization, select it in the left pane, choose > Modify Organization (see Figure 2).

Figure 2 Modifying an organization

1. In the organization list, locate the target organization and click Move in the Operation column. The Select Organization dialog box is displayed. Alternatively, in the organization tree on the left, click on the right of the organization and click Move Organization to quickly move the organization.
2. In the Select Organization dialog box, select an upper-level parent organization.
   

   • If the organization to be moved is a sub-organization and you want to set it as the top organization, click Set as Top-level organizations.
   • If the organization to be moved is not a sub-organization, you only need to select the top-level organization in the Select Organization dialog box.

3. Click OK. In the displayed dialog box, click OK.