Managing organizations and subscriptions
An organization is a tenant within the Blue Cedar Platform—a cohort of users with a set of subscriptions that gives them rights to a defined set of capabilities on the Platform. Data is managed at the organizations level.
When you log into the Blue Cedar Platform as a platform administrator, you can access the Organizations List. This is the screen where you create a new organization and view a list of all the organizations created on the platform. The list is searchable and sortable and provides links to each organization's details.
Platform administrator
As a platform administrator, you can create organizations and users for an organization, and override the default Notice & Consent settings:
- Make sure that Platform is the selected organization in the menu in the top left.
- Use the search bar or sort on Organization Name to find an organization.
- Click on the organization name.
The organization details section gives you these tabs:
- General Information: Organization name, creation and updated dates.
- Subscriptions: Information about the organization's subscriptions.
Note: Although there is currently only one subscription level available, it will be possible for an organization to have more than one subscription. - Users: List of users for the organization. This screen is where you can add users, manage user roles, and reset passwords.
- Notice & Consent: Settings for this organization. This screen is where you can override the platform's default Notice & Consent settings for the users in this organization. This is the text that platform users have to acknowledge when they log into the Blue Cedar Platform. (It doesn't affect mobile app users.) See Setting Notice and Consent messages for platform users for details.
Platform administrator's view as a organization administrator
As a platform administrator, you can also view the organizational data such as app lists, workflows, and extensions. You cannot do everything an organization administrator can do, but you can view for the purposes of troubleshooting.
- Choose the selected organization in the menu in the top left. The organization-specific view lets you navigate the Dashboard, Apps, Admin, and Extensions as an organization administrator.
Organization administrator
An organization administrator can see all of the same information for their organization. However, most of General Information, Subscription, and Notice & Consent information is read-only. Exceptions include:
- General Information: Organization administrators can change the organization name and upload a logo.
- Users: Organization administrators can manage users for that organization.
Other platform administrator topics
- Creating a new organization
- Deleting an organization
- Setting Notice and Consent messages for platform users
- Managing users