Add organizations for user management

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Overview

A default organization is created when your Code42 environment is set up. This tutorial explains how to create additional organizations in your Code42 environment.

Video

See the video below to learn more about adding and configuring organizations. For more videos, visit the Code42 University.

Considerations

Organizations are a method for organizing users and applying shared settings.
A user can only belong to one organization at a time.
To change an organization's quotas for Incydr Basic, Advanced, and Gov F1, you must have a role with administrative rights to the organization's parent organization, such as the Cross Org Admin role.

Incydr Professional, Enterprise, Horizon, and Gov F2

Create an organization

Sign in to the Code42 console.
Select Administration > Environment > Organizations from the navigation menu.
Click Create organization.
Enter a descriptive name for the organization.
Names must contain at least 3 characters, to a maximum of 220 characters.
To automatically assign the new organization to a parent organization, select an existing organization from the Parent organization list.
By default, new organizations are created as children of your top-level organization, but you can select a different parent organization if needed. When you add a child organization using the Actions menu on the organization detail screen, the new organization is automatically created as a child of that existing organization and this list is not available.
Click Create to add the new organization.

Organization inheritance
Child organizations inherit the device backup settings of their parent organization by default. To edit the settings for a child organization, open the organization details and change the Inherit settings from parent organization setting as needed.

Incydr Basic, Advanced, and Gov F1

Changing organizations can affect backups
If users are moved to a different organization, it could affect their backup. For example:

Different destinations offered: If the new organization does not offer the same destinations as the user's previous organization, any of the user's data from destinations that are no longer offered are put in to cold storage. Data in cold storage is deleted according to your cold storage retention policy.
Frequency and version settings: Any differences in the new organization's frequency and version settings are applied to the backup archive after the user device connects to the Code42 cloud instance. Depending on the new organization's frequency and version settings, some data could be removed.
Auto-start backups: If the new organization has any destinations configured to auto-start, the Code42 app begins backing up to those destinations immediately. Destinations that are not configured to auto-start appear in the Code42 app for the user to select.

Add an organization

Sign in to the Code42 console.
Select Administration > Environment > Organizations from the navigation menu.
Click Add an Organization .
Enter a descriptive name for the organization.
Click Add to create the organization.

Add a child organization

Sign in to the Code42 console.
Select Administration > Environment > Organizations from the navigation menu.
Click the name of the organization to which you want to add a child organization.
The organization's details appear.
From the action menu, select Add a Child Organization.
Enter a descriptive name for the organization.
Click Add to create the organization.

Organization inheritance
Child organizations inherit the device backup settings of their parent organization by default. To edit the settings for a child organization, open the organization details and select Device Backup Default Settings from the action menu. Then, disable the Use device defaults from parent setting.

Updated Code42 console view for Agent modernization
If the details below differ from your Code42 console experience, you may have Agent modernization enabled. Check the Code42 console account menu to confirm if Agent modernization is listed below your product plan. If so, see the Incydr Professional, Enterprise, Horizon, and Gov F2 section above for help.

See also Getting started with Incydr agent modernization for more information about the new and updated features of Agent modernization.

Next steps

Once your organization(s) are created, you can add users.