Organizations

Introduction

An organization is a group of people working on a common set of botlets, services, entities, and renderers. organizations act like containers for assets (i.e., botlets, services, entities, and renderers). They provide a means of access control for who can read, modify, and execute these assets.

You also have the option to create a child organization under a parent organization. A child organization is basically a sub folder and its assets all under a parent Organization. This is referred to as a “nested organization.” For more details about creating child organizations, see Creating a Nested Organization.

Creating an Organization

Since organizations are containers for assets, they must be created first in the Workspace. The reason for this is because botlets, services, entities, renderers, and skills cannot be created without a parent organization directory structure in the Workplace Items Tree.

Returning users to the Workspace

Note: If you are a returning user to the Workspace and you’ve already created an organization, you may omit the instructions on creating an organization if you prefer.

If you already have an organization directory in the Items Tree, then you are free to create botlets, services, entities, and renderers in any order that you decide. It is also not necessary to create all these assets as well. You can create the items under your organization that you just need.

To create an organization, refer to the steps below:

  1. In the Items Tree, click the Create new icon, and then click New organization.
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  1. Enter the new organization name in the text field, and then click Done.
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The result of the newly created organization (i.e., my_test_organization) displays its properties in the Control Panel Overview menu tab.

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Rules for Organization Names

When you create an organization name, ensure that you use all lower-case characters and avoid special symbols like # $ %, etc. Upper case characters and special symbols will cause an “invalid character” message.

Note: You can use underscore characters in an organization name.

For example:

my_first_organization

Creating a Nested Organization

Nested organizations are child organizations and their assets under one parent organization. As an example, Bing is a business unit of Microsoft Corporation. From the perspective of the Workspace, Microsoft is the parent organization and Bing is the child organization.

For example:

Parent organization – Microsoft

Child organization – Bing

Nested organization name – microsoft.bing

To create a nested organization, refer to the steps below. Ensure to append the parent organization name with the child organization name using a period (.)

  1. In the Items Tree, click the Create new icon, and then click New item.
  2. Next, append the parent organization name with a period (.), and then enter a name of the child organization (e.g., example_org.nested123).
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  1. Click the Next.

The image below shows an example of the new nested child organization listed under the parent organization in the Items Tree.

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The image below shows the parent organization’s properties in the Overview menu tab. In this example, it lists the child organization(s) that were created.

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Note: In the Overview menu tab of the parent organization, you can click View to access the Overview properties of the child organization.

Additional information about organization permissions

Permissions to child organizations are granted much the same way that permissions are granted to parent organizations. For more information about granting permissions to organizations and their assets, see Organization Permissions.

Deleting an Organization

The steps below describe how to delete an organization in the Workspace.

Caution: Be careful before deleting an organization from your Workspace. This action will not only remove the organization. It will also remove the botlets, services, entities, and renderers associated within the organization that is being removed.

To delete an organization in the Workspace, refer to the steps below:

  1. In the Items Tree, click the name of the organization (e.g., my_new_organization).
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  1. In the Workspace, click Delete (i.e., garbage can icon).
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  1. In the Delete Confirmation window, type the name of the organization to be removed, and then click OK.
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Note: Ensure to type the organization name exactly as it is listed in the Items Tree. If you incorrectly enter the organization name in the Delete Confirmation window, the OK button will remain grayed out.

This concludes the guided steps on how to create a new organization, a nested organization, and how to delete an organization in the Items Tree.