Managing Organization Details and Accounts

This page explains how Tetra Data Platform (TDP) Administrators can:

  • View Organization Details
  • Create and Manage Organizations (TetraScience Admins only)
  • Manage User Accounts
  • Change Password Policies

๐Ÿ“˜

Manage Personal Account and Service Users

View Organization Details

You can view your organization's account details such as the organization's name and slug. The organization's slug is important because you use it to make API calls.
To view your organization details:

  1. Click the profile icon.
  2. Click Account.
  3. On the left side of the page, click Organization. The organization's name and slug display near the top of the page, and users display in a table at the bottom of the page.
19001900

Organization Details page

Create and Manage Organizations

(TetraScience Admins only) As a TetraScience Admin, you can create and manage organizations:

  1. Click the profile icon.
  2. Click Account.
  3. On the left side of the page, click Manage Organizations to open the Manage Organizations page:
12191219

Manage Organizations as a TetraScience Admin

The page displays the organization's: name, slug, and email domain. The organization that is currently active is indicated with a grayed-out Current label. You can only have one active organization at a time.

  1. To change which organization is the active one, click Switch. That organization becomes active (indicated with a grayed-out Current label) while the previous one becomes inactive.
  2. Based on your specific AWS or network set up, creating a new organization may not be successful due to proxy or firewall restrictions. As a result, you may see various issues when uploading files, such as: KMS errors, missing Data Hub policy, and so on. To ensure that each organization you create is able to communicate with AWS through the API, you must click the red AWS button next to the organization name listed on the Manage Organizations page.
  3. To create a new organization, click Create Organization at the top of the page:
578578

Create New Organization

  1. From the Create New Organization dialog, enter the Organization name, Slug, and Email domain. Additionally, you can toggle the following administrative settings based on your particular company's security policies and requirements:
  • Enable audit trail (toggled on as the default)
  • Enforce additional password complexity
  • Enforce no password reuse
  • Enforce password expiry
  • Enable account lock
  1. Click Create Org. The newly created organization is added to the list on the Manage Organizations page.

Manage User Accounts

You can add, edit, disable, and activate user accounts for people in your organization.

Add a User Account

To add a user:

  1. Click Add User in the Organization Details page.
  2. In the Add a New User page, add the first name, last name, email, password, and assign a role to the user.
756756

Add a New User

  1. Click Add to add the new user to the bottom of the user table.

Edit a User Account

To edit either a regular or service user's role:

  1. In the Organization Details page, click the menu option next to the entry, and then click Edit.
932932

Organizational User Menu

  1. In the Edit User page, select the role that you want to assign to the user, and then click Update.
570570

Edit User Role

The user's role is changed.

Disable a User Account

To disable a user's account for a regular user or service user:

  1. In the Organizational Details page, click the menu option next to the entry, and then click Disable.
  2. The warning message appears. Click Disable to disable the user's account.
558558

Disable User Account Warning

The user's account is disabled.

Activate a Disabled User Account

If a user account has been disabled, you can re-activate. In the Organizational Details page, click the menu option next to the entry, and then click Activate . The user account is re-activated.

Change Password Policies

To change password policies:

  1. Click Change Password Policies in the Organization details page.
  2. Make the password policy changes.
  3. When complete, click Save.