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Managing Organisations

note

This page is only relevant to users with the Super Administrator role. See Roles & Permissions.

The Organisations area, under Administration, is where platform-wide organisations are created and tracked. Each organisation is an isolated workspace with its own documents, document types, catalogues, and users.

Viewing organisations​

The list shows every organisation's name, creation date, and maximum user count, with a shortcut to configure or delete each one.

Creating an organisation​

Go to Organisations → Create Organisation and provide:

  • Organisation Name - how it will be identified throughout the platform.
  • Organisation Admin - the email address of the person who will administer this organisation.
  • Maximum Users - an optional cap on how many user accounts the organisation can have. Leave blank for unlimited.

Click Submit to create the organisation.

caution

Deleting an organisation is a significant, likely irreversible action, since it removes access to everything scoped to that organisation. Proceed carefully.