Set up your organization

Organization

During onboarding, if your company’s domain does not exist on Veriam, you will be prompted to onboard your company by entering details like name, size, and industry. Once this information is entered and saved, the organization is created and can be further customized with sub-organizations, organizational units, groups, and users on the Customer Portal. These features allow for the organization to be structured in a way that reflect their organizational structure, their access management needs and it can be changed at any time.

Sub-organizations

Sub-organizations are subsets of the main organization that can be created to further categorize and structure the organization. They can be set up by navigating to the 'Sub-organizations' tab in the Organization page of the Customer Portal. Users can then click on the 'Create Sub-organization' button and enter relevant details such as the name and admin email address of the sub-organization. After saving the information, the sub-organization is created and can be further customized by the admin with its own organizational units, groups, and users, allowing for further granularity in structuring the organization.

Organizational Units

Organizational Units are specific departments, teams, or divisions within the organization or its sub-organizations. They can be created to further streamline the structure and functionality of the organization. To create an Organizational Unit, navigate to Customer Portal to the 'Organizational Units' tab in the dashboard, then click on the 'Create Organizational Unit' button. You will be prompted to enter relevant details such as the name and description of the unit. After saving the information, the Organizational Unit is created and can be customized further by assigning users to it.

Managing users in an Organizational Unit involves assigning them to the unit. This can be done by navigating to the Organizational Unit's details page and clicking on the 'Add New' button on the Users tab. Here, you can add users to the unit. This allows for greater control over the users' activities and access within the specific Organizational Unit.

Users can only belong in one organizational unit.

Groups

Groups are another way to structure and categorize users within the organization. They can represent different roles, project teams, or any other collection of users that need to be grouped together for administrative or management purposes.

To set up a group, navigate to the Customer Portal to the 'Groups' tab in the dashboard. Click on the 'Create Group' button, and you will be prompted to enter relevant details such as the group name and description. After saving this information, the group is created.

Managing users within a group involves adding or removing users from the group. You can do this by navigating to the group's details page and clicking on the 'Users' tab. Here, you can add users to the group or remove users from the group as needed.

Unlike organizational units, users can belong to multiple groups. This allows for greater flexibility in managing user roles and access within the organization.