Add organizations for user management

Updated April 30, 2024 16:34

Overview

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

Considerations

Organizations are a method for organizing users and applying shared settings.
A user can only belong to one organization at a time.

Insider risk agent

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.

Backup agent

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 agent begins backing up to those destinations immediately. Destinations that are not configured to auto-start appear in the Code42 agent for the user to select.

Add an organization

Sign in to the Code42 console.
Select Administration > Environment > Organizations.
Click Create organization.
Enter a descriptive name for the organization.
Select the parent organization.
Click Create.

Add a child organization

Sign in to the Code42 console.
Select Administration > Environment > Organizations.
Select the organization to which you want to add a child organization.
The organization's details appear.
From the Actions menu, select Add child organization.
Enter a descriptive name for the organization.
Click Create.

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 defaults from the Actions menu. Then, disable the Use device defaults from parent setting.

Next steps

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

Overview

Considerations

Insider risk agent

Create an organization

Backup agent

Add an organization

Add a child organization

Next steps

Related topics