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Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to create an organization

Add a further organization: a division, business unit, or customer account to segment users, roles, groups, and data. Your workspace already has one organization, created when the first user was set up; this covers every one after that.

Before you begin

You need:

  • The Account Admin role: Organization Management is restricted to Account Admins
  • The organization’s identifying details: address, phone number, and external ID if you use one
  • A decision on whether this organization needs filter parameters

Your workspace already has at least one organization. When the first user was created, they were prompted to create an organization straight away. Datanyx doesn’t allow orphan users, so every user has to belong to one. This article covers adding organizations beyond that first one.

Steps

Step 1. Open Organization Management

From the main navigation, click Admin, then open the Organization Management tab.

Step 2. Start a new organization

Click the add icon in the bottom-right corner of the screen. The Add Client pop-up opens.

Step 3. Fill in the identifying details

  1. Client Name: the display name for the organization. This is what appears wherever users pick or are assigned an organization, so use the name people actually call it.
  2. Address: postal address. (Not mandatory)
  3. Phone Number: primary contact number. (Not mandatory)
  4. External ID: the identifier that maps this organization to records in an external system. Leave it empty if you’re not integrating with one. (Not mandatory)

Step 4. Add configuration parameters, if you need them

Under Configuration Parameters, click the add icon for each parameter you want to add. Each has a Key, a Value, a Type, and for Filter-type parameters, a Filter Operation.

Type General carries a value with the organization and does nothing else. Type Filter applies the value as a hidden filter on every Dashboard for users in this organization.

Filter-type parameters change what data people see, silently. They’re powerful and easy to get wrong, and a mistake here produces a Dashboard that looks fine and shows the wrong rows.

You can skip this now and add parameters later by editing the organization. It’s often easier once your data sources are connected and you know the real column names.

Step 5. Save

Click Save. The organization appears in the Organization Management list.

Result

The organization exists and can now be assigned to users, and used to scope roles and groups. Any Filter-type parameters you configured apply to every user in it from their next Dashboard load.

Everything created inside the organization from here like users, roles, groups, Reports is scoped to it.

Common issues

  1. The Configuration Parameters list is empty after saving. The pop-up was likely saved before the parameter rows were committed. Re-open the organization, re-add the parameters, and save again.
  2. A filter parameter isn’t affecting Dashboards. The Key has to match a column name in the underlying data exactly, including case.
  3. I can’t assign a user to the organization. Check you’re editing the user’s organization list, not the group. Users are assigned to organizations from their profile.
  4. I don’t see the organization my workspace started with. It was created during first-user setup and sits in this list alongside any you add. It behaves no differently from the rest and you can edit it, add parameters to it, and assign users to it as normal.
  5. I created it in the wrong place and want to start over. Deleting an organization has consequences for everything scoped to it.