Organizations

How to manage Organizations in BAP.

Organizations are the primary method of segregating templates and processes. Templates and Processes available to an organization will not necessarily be available to other Organizations.

Creating Organizations

Organizations can be created to BAP in two ways. Anyone can make a request from the login page, or if you are a Portal Administrator, directly from the BAP Settings view.

From the Login page (public facing)

When a user makes a request to join the Portal from the login page, a Portal Admin will receive notification of the request, and be able to accept or deny the request by logging into the Portal and going to the Organization settings page.

Create new Organization link on login page.

Form to request a new Organization to be created.

The Portal Admin will receive a notification like below for each request made.

Notifications for new organizations appear under Organizations in settings.

After which (if accepted) the organization would appear on the list of Organizations in the portal.

Accepting the requet adds the Organization to your BAP.

From the Organization settings (requires Portal Admin access)

If you have Portal Admin access, you can also create Organizations by going into Settings -> Organizations -> New organization.

Admin view for Organizations.

After filling in the form with the necessary details, a new Organization will be created.

The following details are available to set:

• Name (required): name of the Organization to be created. This name has to be unique.

• Contact email (required): first admin user for this Organization.

• Domains to auto assign to this Organization (optional): A list of email domains where new incoming users with email addresses from the listed domains will be automatically added to this organization (comma separated values).

• Assign Tag to Processes created by Organization (optional): this tag will automatically be assigned to processes created by this Organization in the BAP.

• Processes with Tag viewable by the Organization (optional): Processes created in the Frends platform with any of the listed Tags will be viewable to this Organization in the BAP. Processes MUST already be deployed to a production Agent Group.

• Agent Groups (required):

  • Test: test Agent Group where instances of a processes created by this Organization, will be used to run while in test

  • Production: production Agent Group where instances of a Process created by this Organization, will be used to run while in production.

Creating new Organization requires the form to be filled.

Managing Organizations

Once an Organization has been created, a user with Portal Admin access will be able to manage the Organization through the Organization setting page (Settings -> Organization -> "Settings" for targeted Organization).

Accessing Organization settings from BAP.

Which will bring you to the settings screen for that Organization.

Same form as for creation is available for modifying the Organizations.

Organization setting fields interactions:

• Users: list of users associated with this Organization (see Users section below for more details).

• Name: name of the Organization to be created. This name has to be unique.

• Contact email: first admin user for this Organization.

• Domains to auto assign to this Organization: A list of email domains where new incoming users with email addresses from the listed domains will be automatically added to this Organization (comma separated values).

• Assign Tag to Processes created by organization: this tag will automatically be assigned to Processes created by this Organization in the BAP.

• Processes with Tag viewable by the Organization: Processes created in the Frends platform with any of the listed Tags will be viewable to this Organization in the BAP. Processes MUST already be deployed to a production Agent Group (May take up to 10 minutes for the Processes to available/visible).

• Agent Groups:

  • Test: test Agent Group where instances of a Processes created by this Organization, will be used to run while in test

  • Production: production Agent Group where instances of a Process created by this Organization, will be used to run while in production.

• Integrations available to Organization: This list of tags will determine what templates are available to this Organization. Click on the "Configure" button the right to modify this list.

• Delete Organization: Organization along with Processes and users associations will be removed. WARNING: This action cannot be reversed.