Organizations

An Organization is the company or entity requesting the data extraction. An Organization may be
comprised of multiple users. As you build Extractors and import data into DOC, you first must
define the Organization with which to associate the extracted data.

Certain information is defined at the Organization level. These items are global and impact the
entire Organization. At this level, Schemas, Destinations, and Integrations – for example – have a
global impact and may be used in different Projects and Collections.

This page contains two navigation pane options: Organizations and System Roles. The Organizations
option allows you to add and view Organizations. The System Roles option allows you to add, edit,
and delete users with System Roles (contingent upon your authorization level).

Add an Organization

organizations primary
organizations new

To add an Organization:

  1. From the left navigation pane, click Organizations.

  2. From the top right of the Organizations page, click the Add an Organization icon or
    plus (+) symbol.

  3. From the New Organization page, enter text in the Name field.

    The name you enter will autofill the Slug/ID field. You can associate Slug/IDs with many DOC
    platform objects, which serve as self-defined identifiers. Slug/IDs can be useful as you reference
    APIs or create variable names. You cannot change Slug/IDs. That noted, ensure they are meaningful.

  4. In the Legacy Platform ID field, enter the numeric value that corresponds to the SaaS
    application account ID.

    You can retrieve this value from the User ID field on the Account Settings page of the SaaS
    application, which is accessible via the Account icon in the left navigation pane. The value
    maps to a User ID. This value represents the user account that owns the Extractor for the
    Organization. Relative to the SaaS application, this value is useful when running Extractors
    and compiling billing information. The Legacy Platform ID links the SaaS and DOC applications.

  5. To store content, click Save. To disregard, click Cancel.

The table on the Organizations page displays the Name, Slug, and Created On columns.
The star (or Favorites icon), upon selection, fills with a dark hue and triggers movement
of the Mine toggle switch (top right) to the ON position. This action filters the table rows,
narrowing the table entries solely to Organizations designated as Favorites. You can reverse
this action by re-selecting the Favorites icon.

You can filter and sort these items; in addition, you can use the Search feature or scrollbar
to locate existing Organizations.

Add a System Role

organizations system roles primary
organizations add system user

To add a System Role:

  1. From the left navigation pane, click System Roles.

  2. From the top right of the System Roles page, click the Add System User icon or plus (+) symbol.

  3. From the Add System User modal that now appears, enter a numeric entry in the Add a User by ID
    field.

    You can retrieve this value from the Account Details modal, which is accessible via the Account
    Settings
    option in the left navigation pane.

  4. From the Roles drop-down list box, click the arrow and select from the list.

    Permissions are associated with each role, granting access to perform certain actions in the DOC
    environment. Users with System Roles, essentially, have all-access to the DOC application
    (despite their Org Roles). A Super_Admin, for example, may perform any task to include deleting users.

  5. To store content, click OK. To disregard, click Cancel.

The table on the System Roles page displays the User Name, Email, ID, and Roles columns.
The system auto-populates the User Name, Email, and ID based on the value you entered in the Add a
User by ID
field. The entry in the ID column represents the user’s System Role ID (as opposed
to the User ID).

You can filter and sort these items; in addition, you can use the Search feature or scrollbar
to locate existing users with System Roles.

Edit a System Role

To edit a System Role:

  1. From the System Roles page, use the Search feature or scrollbar (if necessary) to locate
    the user whose System Role you want to modify.

  2. Identify this entry, carefully ensuring that you want to change the System Role of this user.

  3. From the Roles column, click the drop-down arrow associated with the current System Role
    that you want to edit.

  4. From the list that appears, select the checkbox associated with the new role you want to assign.

    The system automatically assigns the new role.

Delete a System Role

To delete a System Role:

  1. From the System Roles page, use the Search feature or scrollbar (if necessary) to locate
    the user whose System Role you want to delete.

  2. Identify this entry, carefully ensuring that you want to delete the System Role of this user.

  3. Click the Delete button.

    The system automatically deletes the System Role.