Skip to main content

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​

ActionOwnerDistributorResellerCustomer
Create Distributors✓✗✗✗
Manage Distributors✓✗✗✗
Create Resellers✓✓✗✗
Manage Resellers✓✓ (own)✗✗
Create Customers✓✓✓✗
Manage Customers✓✓ (own)✓ (own)✗
View All Data✓✗✗✗

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:
    • Company name: Distributor company name (e.g., "ACME Distribution Ltd")
    • Description (optional): Additional information
    • VAT number: unique VAT identification for a company
  4. 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:
    • Company name: Reseller company name (e.g., "ACME Distribution Ltd")
    • Description (optional): Additional information
    • VAT number: unique VAT identification for a company
  4. Click Create reseller

Example:

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

If you are 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:
    • Company name: Customer company name (e.g., "ACME Distribution Ltd")
    • Description (optional): Additional information
    • VAT number: unique VAT identification for a company
  4. 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:
    • Organization name
    • Description
    • Number of users
    • Number of systems
    • Creation date

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:
    • Company name
    • Description
    • VAT
  4. Click Save [Type]

Deleting Organizations​

danger

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 menu)
  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