Create organizations

You can create organizations in 10Duke SysAdmin.

Step 1: Create an organization

1. In SysAdmin in the left sidebar, go to IDENTITY > Organizations.

2. Select Actions > Create. A dialog opens.

3. In Name, define a name for the organization.

4. In Description (optional), write a short description.

5. In Type (optional), select a type that best matches the organization (company or project) or define a custom type by entering the name in the field.

   This field is only metadata for administrative purposes, it’s not used by the system.

6. Click Save to create the organization.

The organization’s details open below the table.

Step 2: Define custom properties for the organization (optional)

By using optional custom properties, you can attach your own metadata to the organization in 10Duke Enterprise, and refer to that metadata in API requests.

Custom properties are typically used with integrations to external systems. For example, with a CRM integration, you could attach the organization ID used in the CRM to the organization in 10Duke Enterprise.

To define a custom property:

1. Go to the Custom properties tab.

2. Enter the key-value pair in the fields and click Add. The key must be unique across the organization’s properties.

You cannot edit custom properties. If changes are needed, delete the old custom property and create a new one.

To delete a custom property, click Delete next to it. To delete all custom properties, click Delete all.

The API client is responsible for defining and managing the property key namespace.

Next steps

1. Create at least one entitlement for the organization.

2. Grant licenses to the organization.

3. Create user groups and users for the organization:

   • 10Duke Enterprise has automatically created a user group of type employees for the new organization, and you can create more user groups if needed. Authorize the user groups to access the organization’s licenses.

   • Invite users to the organization.

   • If the organization will be managing their licenses and users themselves in OrgAdmin, grant organization administrator access to the necessary users. You can use the OrgAdmin role that 10Duke Enterprise has automatically created for your new organization.

4. If the customer company manages their user data in an identity provider and wants to use that for user authentication, connect to the external identity provider from 10Duke Enterprise.

5. If the organization uses device-based licenses, create device client groups for the organization, authorize the groups to access licenses, and invite device clients to the groups.