Organizations Management¶

Learn how to manage the business hierarchy in My platform.

Understanding Organization Hierarchy¶

My uses a hierarchical organization structure that reflects the business relationships:

Owner (Nethesis)
    ↓
Distributors
    ↓
Resellers
    ↓
Customers

Organization Types¶

Owner (Nethesis) - Top-level organization - Complete platform control - Can manage all distributors, resellers, and customers - Only one Owner organization exists

Distributors - Created by Owner - Can manage their resellers and customers - Cannot see other distributors' data - Full control over their branch of the hierarchy

Resellers - Created by Owner or Distributors - Can manage their customers - Cannot see other resellers' data - Work within their assigned distributor

Customers - Created by Owner, Distributors, or Resellers - End-user organizations - Can only view their own data - Cannot create sub-organizations

Permissions by Organization Type¶

Creating Organizations¶

Prerequisites¶

• You must be logged in with appropriate permissions
• Owner users can create all organization types
• Distributor users can create resellers and customers
• Reseller users can create customers only

Creating a Distributor¶

Required Role: Owner organization member

1. Navigate to Organizations > Distributors
2. Click Create distributor
3. Fill in the form:
4. Company name: Distributor company name (e.g., "ACME Distribution Ltd")
5. Description (optional): Additional information
6. VAT number: unique VAT identification for a company
7. Click Create distributor

Example:

Name: ACME Distribution Europe
Description: Main distributor for European market
VAT: 12345678901

Creating a Reseller¶

Required Role: Owner or Distributor organization member

1. Navigate to Organizations > Resellers
2. Click Create reseller
3. Fill in the form:
4. Company name: Reseller company name (e.g., "ACME Distribution Ltd")
5. Description (optional): Additional information
6. VAT number: unique VAT identification for a company
7. Click Create reseller

Example:

Name: Tech Solutions Italia
Description: IT solutions provider for SMB market
VAT: 12345678901

Note: If you're logged in as a Distributor, you can only create resellers under your own organization.

Creating a Customer¶

Required Role: Owner, Distributor, or Reseller organization member

1. Navigate to Organizations > Customers
2. Click Create customer
3. Fill in the form:
4. Company name: Customer company name (e.g., "ACME Distribution Ltd")
5. Description (optional): Additional information
6. VAT number: unique VAT identification for a company
7. Click Create customer

Example:

Name: Pizza Express Milano
Description: Restaurant chain with 5 locations
VAT: 12345678901

Viewing Organizations¶

Organization List¶

Each organization type has its own list view:

1. Navigate to [Type] (Distributors/Resellers/Customers)
2. View the list with the following information:
3. Organization name
4. Description
5. Number of users
6. Number of systems
7. Creation date

Filtering and Search¶

Use the filter options to find specific organizations:

• Search by name: Type in the search box
• Sort by: Name, description

Organization Details¶

Click on an organization to view detailed information:

• Overview: Name, description, creation date
• Users: All users belonging to this organization
• Systems: Systems associated with this organization (if applicable)
• Statistics: Usage metrics and activity

Managing Organizations¶

Editing Organization Information¶

1. Navigate to the organization details page
2. Click Edit
3. Update the fields:
4. Company name
5. Description
6. VAT
7. Click Save [Type]

Deleting Organizations¶

⚠️ Warning: Deleting an organization is permanent and will: - Remove all users in that organization - Delete all systems associated with it - Remove all child organizations (cascade delete)

To delete an organization:

1. Navigate to the organization page
2. Click Delete (use the kebab menù)
3. Click Delete

Suspending Organizations¶

Instead of deleting, you can suspend an organization:

1. Navigate to the organization page
2. Click Suspend
3. Confirm the action

Effects of suspension: - Users cannot log in - Systems cannot send data - Can be reactivated later

To reactivate: 1. Filter by "Suspended" status 2. Select the organization 3. Click Reactivate

Organization Statistics¶

Viewing Statistics¶

Navigate to Dashboard to see:

• Distributors Overview:
• Total number of distributors
• Active vs. suspended

• Trend graph (last 30/60/90 days)

• Resellers Overview:

• Total resellers per distributor
• Active vs. suspended

• Trend graph

• Customers Overview:

• Total customers
• Distribution by reseller/distributor
• Growth trend

Exporting Data¶

Export organization data for reporting:

1. Navigate to the organization list
2. Apply filters if needed
3. Click Export
4. Choose format: CSV or PDF
5. Download the file

Best Practices¶

Naming Conventions¶

• Use clear, descriptive names
• Include geographical information if relevant (e.g., "ACME Europe", "Tech Solutions Italia")
• Avoid special characters in names
• Keep names concise but meaningful

Organization Structure¶

• Plan your hierarchy before creating organizations
• Keep the structure simple and logical
• Avoid creating unnecessary intermediate levels
• Document the business relationships

Access Control¶

• Assign users to the correct organization
• Review organization membership regularly
• Use descriptive organization names for clarity
• Keep contact information up to date

Troubleshooting¶

Cannot Create Organization¶

Problem: "Access denied" error when creating an organization

Solutions: - Verify you have the correct role (Owner/Distributor/Reseller) - Check you're trying to create the correct organization type - Ensure your organization membership is correct - Contact your administrator

Cannot See Organization¶

Problem: Expected organization not visible in the list

Solutions: - Check if organization is suspended (use filters) - Verify you have permission to view that organization type - Ensure you're viewing the correct organization level - Check if the organization belongs to your hierarchy branch

Cannot Delete Organization¶

Problem: Delete button is disabled or shows error

Solutions: - Remove all systems from the organization first - Delete all child organizations first - Check if you have permission to delete - Ensure the organization is not the Owner organization

Next Steps¶

After creating organizations:

• Create users and assign them to organizations
• Create systems associated with customer organizations
• Set up appropriate permissions for each user

Related Documentation¶

• Users Management
• Systems Management