Monetize360

Organization Introduction

Learn about Organization management - hierarchical organizations, users, groups, roles, and permissions

Organization

Organization management enables you to structure your system with hierarchical organizations, manage users, groups, roles, and permissions. This provides a comprehensive access control and multi-tenancy system.

What is Organization Management?

Organization management enables you to:

  • Create Hierarchical Organizations: Build parent-child organization structures
  • Manage Users: Create and manage users across multiple organizations
  • Organize with Groups: Create groups to organize users
  • Define Roles: Create roles with specific permissions
  • Control Access: Manage permissions through roles and groups
  • Multi-Tenancy: Support multiple organizations in a single system

Key Concepts

Organizations

Organizations are hierarchical entities that represent companies, departments, or business units:

  • Hierarchical Structure: Organizations can have parent-child relationships
  • Root Organizations: Top-level organizations without parents
  • Child Organizations: Sub-organizations that belong to parent organizations
  • Organization Tree: Visual representation of organization hierarchy

Users

Users are individuals who access the system:

  • Multiple Organizations: Users can belong to multiple organizations
  • Primary Organization: One organization is designated as primary
  • User Roles: Users can have direct role assignments
  • Group Membership: Users can belong to groups

Groups

Groups are collections of users within an organization:

  • Hierarchical Structure: Groups can have parent-child relationships
  • Organization Scoped: Groups belong to specific organizations
  • Role Assignment: Groups can have roles assigned
  • Inheritance: Groups can inherit permissions from parent groups

Roles

Roles define sets of permissions:

  • Organization Scoped: Roles belong to specific organizations
  • Permission Assignment: Roles have permissions assigned
  • Permission Groups: Roles can include permission groups
  • User Assignment: Roles can be assigned to users or groups

Permissions

Permissions define what actions can be performed:

  • Resource Types: Permissions apply to resources (tables, rows, columns, JSON keys)
  • Actions: Permissions define actions (read, write, delete, etc.)
  • Conditions: Permissions can have conditions (ABAC - Attribute-Based Access Control)
  • Permission Groups: Permissions can be organized into groups

How Organization Management Works

Hierarchical Structure

Organizations form a tree structure:

  • Root Level: Top-level organizations
  • Child Levels: Sub-organizations nested under parents
  • Visualization: Organization tree displayed as a graph/flow diagram
  • Navigation: Navigate through organization hierarchy

User Management

Users are managed across organizations:

  • User Creation: Create users and assign to organizations
  • Multiple Organizations: Assign users to multiple organizations
  • Role Assignment: Assign roles directly to users
  • Group Membership: Add users to groups

Group Management

Groups organize users within organizations:

  • Group Creation: Create groups within organizations
  • Hierarchical Groups: Create parent-child group structures
  • User Assignment: Add users to groups
  • Role Assignment: Assign roles to groups

Role Management

Roles define permission sets:

  • Role Creation: Create roles within organizations
  • Permission Assignment: Assign permissions to roles
  • Permission Groups: Include permission groups in roles
  • User/Group Assignment: Assign roles to users or groups

Permission System

Permissions control access:

  • Resource-Based: Permissions apply to specific resources
  • Action-Based: Permissions define allowed actions
  • Conditional: Permissions can have conditions
  • Inheritance: Permissions can be inherited through groups

Organization Features

Organization Tree

Visual representation of organization hierarchy:

  • Graph View: Interactive graph showing organization relationships
  • Node Representation: Each organization shown as a node
  • Parent-Child Links: Visual connections between parent and child organizations
  • Navigation: Click nodes to view details or add children

Multi-Organization Support

Users can belong to multiple organizations:

  • Organization Selection: Users can switch between organizations
  • Primary Organization: One organization designated as primary
  • Cross-Organization Access: Users can access resources from multiple organizations
  • Organization Context: System context switches based on selected organization

Access Control

Comprehensive access control system:

  • Role-Based Access Control (RBAC): Permissions assigned through roles
  • Group-Based Access: Permissions inherited through group membership
  • User-Level Permissions: Direct permission assignments to users
  • Resource-Level Control: Permissions apply to specific resources

Using Organization Management

Organization management features can be:

  • Created: Create organizations, users, groups, and roles
  • Edited: Modify organization structure, user assignments, group membership, and role permissions
  • Deleted: Remove organizations, users, groups, and roles (with proper validation)
  • Visualized: View organization hierarchy as a tree/graph
  • Managed: Manage permissions and access control

Getting Started

  1. Managing Organizations: Learn how to create and manage organizations
  2. Managing Users: Learn how to create and manage users
  3. Managing Groups: Learn how to create and manage groups
  4. Managing Roles: Learn how to create and manage roles