Overview
Organization Management is the Account Admin surface for defining and maintaining the organizations under which all other platform objects are scoped. An organization is a named tenant — typically a division, business unit, or customer account — with identifying details and a set of configuration parameters that govern data scoping and Dashboard filtering for users in that organization.
Organization Management is accessed from Admin → Organization Management. The page lists all organizations the signed-in Account Admin can manage and provides creation, edit, and delete actions. Organizations are the outermost scope in the Datanyx access model: users, groups, roles, and shared content all belong to exactly one organization.
When to use it
- A new tenant — division, customer, business unit — is being onboarded and needs its own segregated user, role, and data scope.
- An existing organization’s identifying details (address, phone, external mapping) have changed.
- Dashboard filtering needs to be applied automatically for users in a specific organization based on a column value.
- An organization is being decommissioned and its data must be removed from active scoping.
Identifying details
| Client Name | Display name for the organization. |
| Address | Postal address for the organization. Does not affect access or scoping. |
| Phone Number | Primary contact number. |
| External ID | Identifier used to correlate the organization with records in external systems. |
Configuration parameters
Configuration parameters are key-value pairs attached to an organization. Each parameter has a type that determines how the value is used: General parameters are stored as organization metadata, while Filter parameters drive automatic, hidden filtering on Lens Dashboards.
| Key | Column name the parameter binds to. For Filter-type parameters, must match the column name in the Reports the filter should affect. |
| Value | Value the column should equal (or be matched against) for users in this organization. |
| Type | Either General or Filter. General stores the value as metadata. Filter applies the value as a hidden Dashboard filter. |
Organization list columns
| Organization name | Identifier set at the time of first user creation. |
| External ID | External identifier set at creation. |
| Settings | Edit and delete actions. |
Key behaviors
Outermost access scope. Organizations sit at the top of the Datanyx access hierarchy. Users, groups, roles, data sources, Reports, Workflows, and security tags are all scoped to a single organization. A user can be assigned to more than one organization under the User Management tab by editing that user.
Filter-type parameters drive Dashboard filtering. When a configuration parameter has Type = Filter, every Dashboard a user in this organization opens is filtered using the parameter’s Key, Value, and Filter Operation. The filter is hidden — the user does not see a filter chip and cannot disable it. This is how the same Report can show different rows to users in different organizations without per-organization Report duplication.
Multiple Filter parameters combine. An organization can carry multiple Filter-type parameters. Each parameter’s filter is applied independently to every Dashboard.