# Organizations

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 <a href="#h_fed20a8c27" id="h_fed20a8c27"></a>

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) <a href="#h_c67aa6e156" id="h_c67aa6e156"></a>

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.

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FGBJ4HRn6ihqsUoaYxAQe%2Fscreenshot-rocks%20(68).png?alt=media&#x26;token=8db9aad4-8e01-42e6-9fc3-15630203e08b" alt=""><figcaption><p>Create new Organization link on login page.</p></figcaption></figure>

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FtGJh5534m7OoczxtcSLg%2Fscreenshot-rocks%20(69).png?alt=media&#x26;token=14243795-aa27-4e93-bcb5-b6d552438fd1" alt=""><figcaption><p>Form to request a new Organization to be created.</p></figcaption></figure>

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

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2F0n0YbPGC0h9OkqgljMgI%2Fscreenshot-rocks%20(70).png?alt=media&#x26;token=f608dfc0-b3a6-4a54-ac0a-565c67842c81" alt=""><figcaption><p>Notifications for new organizations appear under Organizations in settings.</p></figcaption></figure>

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

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FikSTrmxhAnBUysqgupuw%2Fscreenshot-rocks%20(71).png?alt=media&#x26;token=b1bc1dde-f6a0-498d-b0cf-ee8b463262a9" alt=""><figcaption><p>Accepting the requet adds the Organization to your BAP.</p></figcaption></figure>

### From the Organization settings (requires Portal Admin access) <a href="#h_300db85a9e" id="h_300db85a9e"></a>

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

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2F4XmCE3VfamN7wjk6ibxB%2Fscreenshot-rocks%20(72).png?alt=media&#x26;token=fd17cb92-4aab-425d-a4a6-98098b4b8c10" alt=""><figcaption><p>Admin view for Organizations.</p></figcaption></figure>

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.

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2Ffbt4h3Qv43NVvT2hihRU%2Fscreenshot-rocks%20(73).png?alt=media&#x26;token=a2ea945f-c050-40e7-8346-beb24643dd99" alt=""><figcaption><p>Creating new Organization requires the form to be filled.</p></figcaption></figure>

## Managing Organizations <a href="#h_8fb5d8e267" id="h_8fb5d8e267"></a>

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).

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FbQsiS1t0zt02zn0SXv4m%2Fscreenshot-rocks%20(74).png?alt=media&#x26;token=7aa36f76-376a-451a-b86f-374471ca6d50" alt=""><figcaption><p>Accessing Organization settings from BAP.</p></figcaption></figure>

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

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FO2iQMP0w02yhUpqyrfX9%2Fscreenshot-rocks%20(75).png?alt=media&#x26;token=82e8e05c-6499-49be-a867-9c21aaddd5b7" alt=""><figcaption><p>Same form as for creation is available for modifying the Organizations.</p></figcaption></figure>

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.


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