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 be 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. On the FactoryTalk Hub menu, select Create an Organization.
  2. 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 owner field is automatically populated by the system based on the user logged as creating the organization.
    Email Domain
    (required) - The email domain that identifies authorized users of this organization.
    NOTE: The email domain field is automatically populated by the system 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.
    Show this organization in the public list and in search results
    Other users with the same email domain can see your organization and request to join.
    Hide this organization in the public list and in search results, invite code required for members to join
    No one outside your email domain can see your organization name unless you invite them.
  3. Select Next.
  4. 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.
  5. Select Create.
  6. A summary of your new organization is shown. At this time you may select the Allocate Entitlements button to allocate existing entitlements or to purchase entitlements for allocation.
  7. Click Invite Users to invite people to your new organization by email.
  8. Your new organization appears as a selection in the upper right of the FactoryTalk Hub menu bar.
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