Organization

The Organization feature allows you to centrally manage risks and permissions scattered across multiple Projects. Organization permissions are managed by a separate "Organization IAM." For details about Organization IAM, please refer to Organization IAM .

How to Use Organization

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Switching to Organization Mode

Switch to Organization Mode

1. While in Project Mode, click the Organization Mode button from the dropdown menu at the top right of the screen.
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2. If the switch is successful, the P in the top menu will change to O, and you will be redirected to the Project invitation screen.
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Switch to Project Mode

1. While in Organization Mode, click the Project Mode button from the dropdown menu at the top right of the screen.
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2. Once the switch is complete, the O in the top menu will change to P, and you will be redirected to the Project dashboard screen.
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Creating a New Organization

1. Click the O button in the top menu.
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2. In the Organization dialog, click the CREATE NEW ORGANIZATION button.
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3. On the Organization creation screen, enter the Organization name and an optional description, then click CREATE.
4. Once created, the Organization name will appear in the O section of the top menu, and you will be redirected to the Organization invitation screen.
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Editing an Organization

1. Click the O button in the top menu.
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2. In the Organization dialog, click the Edit ORGANIZATION button.
3. The Organization edit screen will be displayed.
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4. To change the Organization name or description, edit the Name or Description fields and click the Save button.

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Deleting an Organization

To delete an Organization, follow the steps below.

Warning

Please note that once an Organization is deleted, it may not be recoverable.

1. Click the O button in the top menu.
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2. In the Organization dialog, click the Edit ORGANIZATION button.
3. The Organization edit screen will be displayed.
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4. Click the Delete button.

Inviting Projects to an Organization

To centrally manage Projects in an Organization, invite Projects to the Organization. Projects can join the Organization by accepting or rejecting the invitation.

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Checking Invitation Status

You can check invitations on the Project Invitation or Organization Invitation screens.

• You can check the status of invitations in the Status column:
  • PENDING: Awaiting response
  • ACCEPTED: Accepted
  • REJECTED: Rejected
• You can check the project membership status in the Membership column:
  • Joined: The project belongs to the Organization
  • Not Joined: The project does not belong to the Organization

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Sending an Invitation

1. In Organization Mode, click Organization > Project Invitation from the left menu.

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2. Click the NEW button on the right side of the screen.

3. The Project dialog will appear. Click the project you want to invite.

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4. The invitation will be sent, and the status will become PENDING.

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Note

You can only invite Projects for which you have access rights. Also, if the Organization and Project are already linked, you cannot send a new invitation.

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Deleting a Project Invitation

Organizations can delete invitations they have sent.

1. In Organization Mode, on the Project Invitation screen, click the Delete Invitation button in the Action column of the invitation you want to delete.

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2. Click OK in the confirmation dialog.

3. The invitation will be deleted.

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Note

If you delete an invitation with the status ACCEPTED, the link with the Project will also be removed.

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Project Accepts or Rejects an Invitation

A Project that receives an invitation from an Organization can decide to join or not join the Organization by accepting or rejecting the invitation.

1. In Project Mode, click Project > Organization Invitation from the left menu to go to the Organization Invitation screen.

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2. In the Action column of the invitation you want to accept or reject, select Accept Invitation or Reject Invitation.

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3. Click OK in the confirmation dialog.

4. The invitation process will be completed:

   • If accepted: The Organization will join the Project, and the invitation status will become ACCEPTED.
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   • If rejected: The invitation status will become REJECTED.
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Note

You can change your decision to accept or reject the invitation later.

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