📘 This article provides information on how to add, delete, and edit Organizations in Botify.
Overview
Organizations in Botify facilitate the management of projects and user permissions through teams. Teams are defined by a combination of projects, members, and rights (permissions). Users can be members of many teams, and projects can be assigned to many teams within an organization. Organizations are managed by Owner users.
Creating Organizations
Botify provides a wizard interface to step through creating an organization.
To create an organization:
Click the Create Organization link or the Organizations link in the top navigation bar:
In the Organization Name field, provide a name to identify the organization, then click the Create Organization button.
If you own any Botify projects, the "Transfer Projects to another Organization" step displays. Please refer to the Transferring Botify Projects article for this option. To skip this step, click the Not now button.
The Organization page displays. Proceed to add projects, teams, and optionally, Organization owners.
Your Botify user account is identified as the organization's Primary Owner (indicated by a gold star in the Owners block).
Adding Projects to an Organization
At least one project is required in an organization, which must be added to the organization before you can define teams.
To add a project:
In the Projects section, click the New Project button to create a new project to be managed by this Organization. To transfer projects, please refer to the Transferring Botify Projects article.
Complete all fields on the New Project page, and then click the Save button.
After the project is created, return to the Organization setup through the user menu in the bottom left corner of the navigation bar:
Select the name of the Organization you just created, and then proceed to add teams to the Organization.
Adding Teams to an Organization
Owner users can add teams to an Organization after adding at least one project.
To add a team:
In the Teams section, click the Add Team button.
In the Name field, provide a name to help identify the team.
Click on the "Assign Projects to this Team" field to select from the list of projects associated with the organization. At least one project is required, and you can select multiple projects.
Type an email address in the "Select Members for this Team" field and press your computer's Return/Enter key. Repeat this for all team members.
In the Permissions section, select the checkbox next to the role to assign to the team members, then click the Create Team button.
Click the organization name in the breadcrumbs to return to the Organization page.
👉 Adding team members automatically creates Botify user accounts for email addresses that are not already associated with an existing Botify account. Botify will automatically send an email invitation to the new address you provide when you add a new email address to an organization's team.
Deleting Teams from an Organization
Deleting a team removes the team and its members from the organization permanently, and Botify alerts will no longer be sent to the team members.
To delete a team from an organization:
Navigate to the organization’s Teams section, then click the team name to open it.
Click Delete Team.
Type the team name in the confirmation dialog, then click Confirm.
Creating Organization Owners
Owner users can identify additional Organization owners to allow multiple users to have full rights to the Organization. All owners have the same rights as the primary owner within the Organization.
To create an owner:
Navigate to an organization.
In the Owners section, identify the new owner's email address, and then press your keyboard's Return/Enter key to add the user as an owner of the organization.
To delete an owner, click the X in the box where the user's email address is displayed in the Owners block.
Managing Organization Members
Each Organization page includes a Members List where you can view permissions for members of all teams within the Organization and quickly remove members from the Organization. Access the Members list through the link at the top right of the Organization page:
The Members List identifies all organization members with their status within the Organization (Primary Owner, Owner, or team member), the projects, and the specific permissions assigned to each member through their respective team membership. Quickly remove members from the Organization by clicking the X at the far right of each row.
Accessing Organizations
All Organizations in which you are an Owner are available through the User menu in the primary navigation bar:
and the User menu in the global project navigation bar:
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