Create an Organization

An organization should be as large as can be easily managed in order to maximize economies of scale and reduce data silos.
You can create an organization on your first sign in.
TIP: The user who creates an organization is the owner for that organization.
An organization:
  • can be as large as can be easily managed
  • defines how data and entitlements are shared by users
  • can use the Organization Access checkbox to make the organization public or private
  • cannot be permanently deleted
    TIP: You can archive redundant organizations. See Archive an Organization.
When creating an 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.
  1. To create an organization:
  2. From the FactoryTalk Hub menu, select
    Organization
    .
  3. On the
    Organizations
    page, in the top-right corner, select
    Create 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.
    NOTE: The system automatically populates the owner field based on the user logged as creating the organization.
    Email Domain
    (required) - The email domain that identifies authorized users of this organization.
    NOTE: The system automatically populates the email domain field based on the user logged as creating the organization.
    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
    . See Allocate Entitlements.
  7. To invite users to your new organization, select
    Send Invites
    . See Send Invites.
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