Manage organizations

The CloudBolt Platform organizes access into a hierarchy of organizations, each with its own users, roles, and data access boundaries. Use sub-organizations to reflect your internal structure or, for managed service providers and resellers, the individual customers you manage.

When you sign up, CloudBolt automatically creates an organization for your company, and you’re granted the Admin role as the first user so you can add teammates and assign roles.

Prerequisites

• Viewing and managing organizations requires access to a CloudBolt Platform user account with the Admin role.

Organization context

The CloudBolt Platform allows you to navigate between organizations of which you are a member. Each organization represents a separate working environment, or context, with its own data and users.

The context defines the currently active organization, determining:

• Available resources, including cloud accounts and cost data based on the configured connections.
• Available users.
• Available administrative actions, such as viewing organizations or assigning roles.

When you switch organizations, you are changing the scope of your interaction with the platform. Dashboards, reports, and settings reflect the selected organization.

Switch context when you need to:

• View or manage data belonging to another organization.
• Perform administrative tasks, such as managing users or roles, in a different organization.
• View sub-organizations under a different parent organization.

This is especially important if you manage multiple customers or belong to multiple departments or business units within your company.

Switch organizations

To switch organizations:

1. Log in to the CloudBolt Platform.
2. In the sidebar, select Switch Organization.
3. Choose the organization you want to make active. Actions are now performed in the selected organization.

Refer to Switch Organization for details.

View and manage organizations

To view and manage organizations:

1. Log in to the CloudBolt Platform as a user with the Admin role.
2. In the sidebar, select Settings.
3. Select Organizations.
4. Review the organization tree, including any sub-organizations.

Refer to Organizations for details on creating and configuring organizations.

Add users to an organization

Refer to Manage users for details on adding users to an organization.