Organization

An Organization is the most comprehensive unit of SmartDocumentor. Organization is where workspaces are created and where we have all the users who can interact with the platform. In practical terms, whenever a user is created, their own Organization is also created. Users can be invited to be part of a variety of organizations.

To access the Organization menu, the user must be the admin owner.

Organization settings

In this menu, we can see four tabs: "Basic", "Users", "Secrets", and "Connectors".

Basic

It is a simple screen where the Organization code (automatically generated by SmartDocumentor) and the name of the Organization are displayed in read-only mode. This name can be changed at any time.

Users

This is where the Organisation's users are defined. In this case, only the Admin and Manager roles have full access to all workspaces by default. Other roles aren't automatically assigned access at their creation, which means they must be assigned to workspaces once they've been created or created from the workspace. The roles of each user are transversal throughout the platform.

Secrets

In this tab, the user can create secrets to connect to the SmartDocumentor integration API, thus allowing for more extensibility of the platform. A ClientId and a ClientSecret will be automatically created. The ClientSecret will only be shown to the user once, so it should be stored in a safe place. There is a section in this documentation dedicated to explaining these concepts in more detail, please visit Creating Secrets.