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Organisations

Organizations in AutomatR are the highest level of structuring available in AutomatR Automation Cloud. Every new signup for Automation Cloud creates an organization. You can sign up as an individual to try out their products, or as a company looking to leverage AutomatR capabilities for your needs.

Organizations are identified by their unique URL, which is automatically derived from the Company Name you provided during signup, or from the First Name and Last name if a company name was not provided. It is generated with certain limitations, such as no Unicode characters, spaces, and it must be unique.

An Automation Cloud organization is available at a unique URL, such as https://tf.hyperthread.in/myCompany. If you have the organization administrator role, you can view and change your organization settings. The Profile page displays all the relevant information about your organization.

Create a new Organization in AutomatR Automation Cloud​

  • To create a new organization in AutomatR Automation Cloud, you need to log in to the Accounts portal as a system administrator.
  • The Profile page opens by default. You can review your Company and Contact details on the Profile page.
  • Navigate to the Hubs page.
  • In the top right, click Add(+) button.
  • The Add Hub form opens at the right of the window.
  • Fill in the Hub Name field and the select the Hub Type as CLoud. Click Add to create the organization.
  • If you want to use host licensing, allocate licenses to the new organization.

Roles in Organizations​

In AutomatR Automation Cloud, there are two different types of roles that can be assigned to users who are part of an organization. These roles set access for users at the organization level, and some roles also let users see and update personally identifiable information and organization and entity information.

Here are the available roles in AutomatR Automation Cloud:

  1. Administrator: The administrator has full control over the organization and can manage all aspects of it.
  2. Workspace Manager: The Workspace Manager can view and manage resources within the organization, but cannot manage the organization itself.

User permissions are granted to users to allow access to specific resources, such as devices, files or folders, applications, and specific functions within an application. User permissions also specify the type of access for each object within a system.

In general, authentication is performed before user permissions are granted, and authorization is the process of granting user permissions. User authentication involves verifying a user’s identity before allowing them to access a system or application. Authentication requires the user to prove their identity using one or more authentication factors (for example, a digital signature, ID, security token), or information the user knows (such as a password or PIN). User authorization is the process of determining which resources users are allowed to access. For example, users in a website content management system (CMS) can be assigned permissions to comment on articles (guest), author and edit articles (contributor), and change website look and feel and configuration (administrator). Authorization can also segment content in an application and allow each user to access content that is relevant to them.

Delete an Organization in AutomatR Automation Cloud​

  • To delete an organization in AutomatR Automation Cloud, you need to log in to the Accounts portal as a system administrator.
  • Once you are logged in, Navigate to the Hubs page.
  • Click at the right end of the row and select Delete Hub.
  • The Delete Hub confirmation dialog opens, click Delete. Please note that this action is irreversible and all data associated with the organization will be permanently deleted.