Working with Organizations

»What is an organization?

An Adaptable organization is a collection of apps and team members. The team members in the organization can manage the apps in the organization via the Adaptable web interface.

Each Adaptable organization also is a billing account that has separate payment and contact information.

»What is an organization member?

An organization member is a user with an account on Adaptable that you wish to grant access to be able to manage your apps on Adaptable. They are typically a person who works with you in a team at your company and is a developer or has DevOps expertise.

»Personal organization

Every Adaptable user has a personal organization created for them automatically. By default, apps are created in the user's personal organization.

A personal organization can only have one member, who is also the owner.

Apps in a personal organization each have their own individual subscription plans attached to them.

»Team organizations

You can also create additional organizations in order to share access to manage your apps with your team members.

You can assign each team member a role within the organization that grants the appropriate permissions for that person.

Each team organization is a separate billing account, with separate payment information and billing contact information.

Each team organization requires a Team subscription plan to become active before you can invite other team members and create apps in the organization.

»Creating an organization

To create a new organization, first go to your Organizations list. You can get to this page by clicking on the profile icon in the upper right of any page, then clicking Manage Organizations.

Once on the Organizations page, click the New Organization button.

Then choose a name for your organization and click Create Organization.

Before you can invite team members or create apps in the organization, you'll need to subscribe the organization to the Team subscription plan. Each organization must have its own subscription.

Click the Change Plan button, select the Team Plan, and complete the payment workflow.

Your organization is now active. You can invite team members and create apps.

»Inviting team members

To invite a team member to your organization, go to the Organization page. You can get to the page for an organization by clicking on the profile icon in the upper right of any page, then clicking Manage Organizations, then choosing the organization you would like to manage.

Click the Invite Members button, enter the user's email address, then click Invite. Users are initially given the developer role, but they can be given a role with more permissions after they accept the invite.

An invitation will be sent to the email address. The invited person can then click the link in the email to accept the invite.

If the invited person does not yet have an account on Adaptable, they can sign up for an Adaptable account during the process of accepting the invite.

When a user successfully accepts an invite to an organization, both the inviter and invited person get a confirmation email.

»Re-sending an invite email

To send an invite email again, click on the send icon to the right of the user's email address on the Invites tab.

»Revoking an invite

To revoke an invite that has not yet been accepted, click on the delete icon to the right of the user's email address on the Invites tab. After an invite has been revoked, the user will no longer be able to accept the invite and join the organization. However, you can invite the same user again at a later time if you wish.

»Managing team members

You can view the list of team members that have access to your organization on the Members tab of the Organization page. Each member is listed along with the role or roles they have been granted within the organization.

»Change roles for a member

To change the role or roles for an organization member, click the pencil icon to the right of the member's email address. Choose the roles for the member, then click Update Roles. Role changes take effect within a few moments.

To change roles for multiple members at a time, click the checkbox to the left of the members you wish to edit, then click the pencil icon in the header directly above the list of members.

»Removing members

To remove members from your organization, click the checkbox to the left of the members you wish to edit, then click the remove person icon in the header directly above the list of members. Member changes take effect within a few moments.

»Creating and managing apps

To view and manage the apps in your organization, go to your App Dashboard by clicking the App Dashboard button in the header of any page (or in the main menu in the upper right of the page on small screens).

The apps for the current organization are shown on this page. Clicking the New App button will create a new app in the current organization.

To view or create apps in a different organization, click the name of the organization in the dropdown menu at the top of the page.

»Moving apps between organizations

Apps can be moved from one organization to another as long as the user has the owner role in both organizations. The target organization must be either a personal organization or must have a valid organization subscription.

To move an app to a different organization, contact our friendly support team.

»Roles and permissions

Organizations have two roles that can be granted to an organization member: developer and owner.

»Developer

A member with the developer role has permissions to:

• Apps: Full control to view, create, modify, and delete all apps in the organization and to view, create, modify, and delete all cloud resources (such as databases) within those apps.

• Organization: View organization information.

• Members: View all organization members.

• Subscriptions: View organization subscriptions.

»Owner

A member with the owner role has all the permissions of the developer role plus:

• Organization: Full control to view, modify, and delete the organization.

• Members: Full control to view, create, modify and delete organization members and member invites.

• Subscriptions: Full control to view, create, modify and delete organization subscriptions.

• Billing information: Full control to view, create, modify, and delete organization billing information including payment methods, billing address, and contact information.

»Billing

To access and update payment information, billing address, and to view and pay invoices for an organization, go to your Billing page and then choose an organization.

The Billing page can also be accessed by clicking on the profile icon in the upper right of any page, then choosing Billing.

»Canceling an organization subscription

To cancel the subscription for an organization at the end of the current billing period, go to your Organizations page and choose an organization. Click the Plan tab, then the Change Plan button. Finally, click the Cancel Plan button.

The features of the Teams plan will continue to be available until the end of the current billing period. Any resource usage charges for apps in the organization will continue to accrue until the end of the billing period and will be charged after the billing cycle completes.