Customers using SOOS Organization Management can link multiple sub-organization accounts and toggle between their respective dashboards, all with a single login! This way you can keep your individual team projects separate from one another and view a "top level' view of security performance across all teams in one place.
Enabling Organization Management
When SOOS enables Organization Management on your existing account, a new "Parent" account will be generated, and the existing account will become one of the "child" accounts, or sub-orgs. Note that the name of the new parent account will be identical to the name of the original account. It is the responsibility of the Admin user to update the Company Names appropriately to differentiate the two.
Configuring Organization Management
- Use the Org Management dropdown to select the Parent Account, then access Organization in the user dropdown in the left nav menu.
- Once on the Organization Settings page add each desired sub-organization to the list with a corresponding administrative email. Note - the email used does not create a user under that sub-org.
- A warning will be provided as a reminder of the contracted number of sub-orgs allowed.
- When finished, each sub-organization will be listed in the Organization dropdown in the left nav menu.
The Dashboard for the Parent account will display a roll-up of data and other metrics from all sub-orgs.
Adding Users
All users who existed under the original account (which is now Sub Org 1) will remain with that account. The only user on the new Parent account will be the original administrator, this is the individual associated with the email address listed as the Administrative Email under the Organization Settings.
- All users invited to the main parent account will have access to each sub-organization using the dropdown, they do not need to be invited to each sub-org. Parent organization users will maintain the same user role across all linked sub-orgs.
- To invite users to specific sub-orgs, select the desired sub-org from the dropdown and proceed with inviting users as usual.
- Users belonging to sub-orgs will not see the dropdown displaying linked organizations when they log in.
- Users who require access to multiple sub-orgs, but not to the main Parent account will need to be invited to each individual sub-org using a unique email address each time.
Moving Users to different sub-orgs
Administrators can move users from sub-org to parent or from parent to sub-org as needed. Users cannot be moved directly from one sub-org to another, they will need to be moved from one sub-org to the parent, then moved again to the new desired sub-org.
Use the arrow icon in the Users list to initiate a move.
This feature is not included in the standard SOOS trial. Please contact support@soos.io or complete our Talk with an Expert form to meet with SOOS and learn more about our Organization Management licensing options.