Create an Organization

An organization or sub-organization should be as large as can be easily managed in order to maximize economies of scale and reduce data silos.
The user who creates an organization is the owner of that organization.
An organization or sub-organization:
  • can be as large as can be easily managed
  • defines how data and entitlements are shared by users
  • cannot be permanently deleted
    TIP: You can archive redundant organizations.
  • (For organization only)
     can use the Organization Access check box to make the organization public or private
  1. To create an organization or sub-organization:
  2. From the FactoryTalk Hub menu, select
    Organizations
     or
    Sub-organizations
    .
  3. On the
    Organizations
     or
    Sub-organization
     page, in the top-right corner, select
    Create organization
     or
    Create sub-organization
    .
  4. Enter the organization details.
    Name
    Description
    Add Organization Logo
    Optional
    : Allows you to add a graphic to help your colleagues identify the organization.
    Name of the Organization
    (required) - Name of the organization that will be using services and SaaS provisioned for this FactoryTalk Hub. The name does not have to be unique but should be distinct and descriptive.
    Owner Name
    Name (required) - The name of the person who is responsible for administration of this FactoryTalk Hub organization.
    TIP: The system automatically populates the owner field based on the user logged as creating the organization.
    (For organization only)
    Email Domain
    (required) - The email domain that identifies authorized users of this organization.
    TIP: The system automatically populates the email domain field based on the user logged as creating the organization.
    An email domain is used to allow other users to find an organization which is marked as public. Users with matching email domains can find this organization and request access to it.
    Location
    Optional
    : The geographic location of this organization.
    Description
    Optional
    : A short description of the goal of the organization.
  5. Select
    Create
    .
    A summary of your new organization displays.
  6. To allocate existing entitlements or to purchase entitlements for allocation, select the
    Allocate Entitlements
    .
  7. To invite users, select
    Send Invites
    . See Send Invites.
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