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.
Create an organization on your first sign in, or from the menu at any time.
NOTE: The user who creates an organization is the owner for that organization.
An organization:
  • can be as large as can be easily managed
  • define how data and entitlements are shared by users
  • can use the Organization Access checkbox to make the organization public or private
  • cannot be merged or deleted once created
    NOTE: Users cannot remove themselves from the organization, but owners or administrators can remove others. An administrator cannot remove access from the owner.
  1. To create an organization:
  2. On the FactoryTalk Hub menu, select
    Create an Organization
    .
  3. 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
    The geographic location of this organization.
    Description
    (optional) - A short description of the goal of the organization.
    Organization Access checkbox. Allow people affiliated with your company domain (email@yourcompany.com) to find and request access to this organization.
    Checking this box means that if your organization has a private email domain, it is publicly visible by default in the Join Organization screen for all users with the same email domain. Leaving the box unchecked means only people who receive an invitation or Join request link you have shared can see and join your organization.
  4. Select
    Next
    .
  5. Choose the services that are visible to members of the new organization. When they log into your new organization, they will only see tiles for the services you select.
  6. Select
    Create
    .
  7. A summary of your new organization is shown. Select the
    Allocate Entitlements
     button to allocate existing entitlements or to purchase entitlements for allocation.
  8. Your new organization appears as a selection in the upper right of the FactoryTalk Hub menu bar.
    To invite users to your new organization, see Send Invites.
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