Within the Stackfield Enterprise plan, several organizations can run on one account and be managed together. For this purpose, a so-called umbrella organization is necessary to be able to assign all organizations ( sub-organizations) to it.
With a click on your profile picture in the lower left corner you can select the option Organization Settings
or switch between different organizations.
Access Organization Settings / switch between organizations
How do I create an umbrella organization and who can access it?
When booking an Enterprise Package, your organization will be provided with an umbrella organization. You can then choose the name of the umbrella organization and who is allowed to manage it. Simply tell us the name / the user.
Note: The admins of the umbrella organization are not automatically added as admins to the sub-organization(s).
How can I add an organization to the Enterprise package?
Step 1: Create a new organization
Note: This step is optional. It is also possible to add existing organizations to an umbrella organization.
A new organization can be created via the plus icon at the very top of the sidebar or via the more button (symbol: three dots) within the Organization Settings.
Create a new organization (= sub-organization)
Step 2: Copy the Id of the sub-organization
To be able to assign an organization to an umbrella organization, its ID is required. The ID can be found at the bottom of the tab Settings within the Organization Settings. Just click on the icon next to the ID to copy it to the clipboard.
Copy the Organization-Id of the sub-organization
Step 3: Add the organization's Id to the umbrella organization
Next, switch to the umbrella organization via the "Switch Organizations..." button and click on "Add Sub-Organization" within the tab Sub-Organizations. Now, a dialog box appears wherein you can paste the Organization-ID (e.g. with CTRL + V) and save it.
Add Organization-Id to the umbrella organization
What can I view and manage within an umbrella organization?
Sub-organizations and their members
Within the tab Sub-Organizations all organizations of the Enterprise package (Procedure: Add organizations to an umbrella organization), as well as the members they contain, are listed. To view all members (including any organizations they are in) of the Enterprise package at once, click on the tab Members. Use the search to filter the selection to limit the overview.
The user administration does not take place in the umbrella organization, but in the Organization Settings of the respective organization.
: The removal of a sub-organization from the umbrella organization can currently only be performed by us. Our Support
will be happy to help you here! The deletion of an organization
itself can be done without our help.
Manage settings for all organizations centrally
All settings of the umbrella organization can be activated (Green: Yes) or deactivated (Gray: No) for all organizations in the tab Settings.
If you want the settings to be inherited, you can select a wide range of options in the tab Settings and via the then newly appearing tabs Permissions, Modules and Integrations (see: Customizing the settings of an organization). These then apply to all sub-organizations and can only be viewed within the respective sub-organization, however they cannot be changed there.
Inherit settings to all sub-organizations
If the settings of the umbrella organization are not inherited, each sub-organization can adjust the settings itself.
Note: It is not possible to delete an entire sub-organization via the umbrella organization.
Information on the subscription and invoices
The Enterprise Plan includes a collective invoicing via the umbrella organization. All subscription information is stored within the Payment tab. For each user with the role Admin, Member or Guest a license is required. No license is required for the role External. By clicking the button "Your Invoices" and selecting "Download PDF", the invoice you need will be downloaded to your device.
Information on your subscription in the "Payment" tab
Via the more button (symbol: three dots) next to "Organization Settings", a data processing agreement for the umbrella organization ( and therefore also its sub-organization(s)) can be viewed.
Note: The tab Payment is no longer located in their organization settings within the sub-organizations.