Org Management
Your organisation's place in the Onyx hierarchy, and creating child organisations for the partners and customers you manage.
Settings › Org Management shows your organisation and the organisations directly below it.
Your organisation
The card at the top shows your organisation's name and type, and:
| Fact | |
|---|---|
| Hierarchy Level | For example Partner, Distributor, Franchise or Customer |
| Child Organizations | How many organisations sit directly below yours |
| Managed Users | How many people are in your organisation and those below it |
To change your organisation's name or website, use General Settings.
Child organisations
For organisation admins
Only organisation admins see the child organisations and can create them.
Child organizations: Organizations directly managed below yours, for example the partners, distributors or customers you look after. Click one to open its details: its Primary domain, its own child organisations, View users (opens User Management for it) and Create child organization.
What you can create depends on your level: a distributor creates partners and customers, a partner creates customers, and a customer creates none.
Create a child organisation
Choose Create organization (top right), or Create child organization in a child organisation's details to create one beneath it. Onyx Platform validates the hierarchy and sends the first administrator invitation.
Fill in:
| Field | |
|---|---|
| Organization name | |
| Parent organization | Where it sits in your hierarchy |
| Organization type | The types your level allows |
| Hubs | What it gets: A customer gets Support Hub; A new organization gets Deal Hub and Support Hub, from the hubs its parent has |
| Organization domain | For example example.com |
| First administrator email, First name, Last name | The person who will run it |
| Invitation expires | 2 days, 7 days, 14 days or 30 days (default 7) |
Choose Create and invite administrator. You'll see Child organization created: it is ready and its first administrator has been invited.
The new administrator can then invite their own team from User Management.