Managing organizations

In the Organizations tab of the Administration page, you can view all the organizations and their members belonging to a certain tenant, add new members to the selected organization, remove members, or set a member as the owner of the organization.

Organizations in IBM Process Mining are groups of users who work on the same projects under a common tenant. When a user is added to an organization, all projects in the organization are available to the user. Therefore, if you want to share your process mining project with a user, they must be added to your organization.

Adding members to organizations

To add a user into an organization, complete the following steps:
  1. On the home page, click the Administration tab.
  2. Go to the Organizations tab.
  3. From the Tenant list, select the required tenant.
  4. From the Organizations list, select the required organization. You can use the search bar to find it by name.
  5. Click Add member.
  6. Search for the user you want to add and select their account.
  7. Click Invite.

Removing members from organizations

To set a member as the owner of the organization, complete the following steps:
  1. On the home page, click the Administration tab.
  2. Go to the Organizations tab.
  3. From the Tenant list, select the required tenant.
  4. From the Organizations list, select the required organization. You can use the search bar to find it by name.
  5. Find the member that you want to remove from the organization and click Delete.
  6. Type this user's username to confirm that you want to remove this user.

Editing organization owners

To set a member as the owner of the organization, complete the following steps:
  1. On the home page, click the Administration tab.
  2. Go to the Organizations tab.
  3. From the Tenant list, select the required tenant.
  4. From the Organizations list, select the required organization. You can use the search bar to find it by name.
  5. Find the member that you want to make the owner of this organization and click Make owner
  6. Confirm that you want this user to become the owner.