Organizations

Organizations separate data stored in Fundamento from different users. Users within one Organization cannot view, share nor edit documents, databases, automations and etc. stored in other Organizations.

Users can be members of multiple Organizations, but within one browser session they operate in the context of a single Organization. If you want to view data from a few Organizations simultaneously from one device, you need to use separate browsers or separate browser user profiles.

Organizations page

All Organization related actions are performed from the Organizations page accessible from the user menu (top-right in the work area) under Organizations item: Location of Organizations page

Creating Organization

When signing up for an account in Fundamento, you will be prompted to create your first Organization. To create additional Organizations navigate to Organizations page and click Create button: Creating Organization, step 1

Creating Organization, step 2

Switching Organization

On the Organizations Page select the Organization you want to switch to and click Switch to button:

This will log you in to that Organization and redirect to its home Document. For every other tab in your browser opened on Fundamento instance you will need to do full page refresh manually to reflect the context switch.

Adding user to Organization

Requires Manager role to succeed.

On the Organizations Page select the Organization you want to add user to and click Add user button: Adding user to Organization, step 1

[Cloud] - adding user to Organization, step 2

[Self hosted] Adding user to Organization, step 2

For the Self Hosted Fundamento that’s enough - from now on the newly added User is active member of Organization. In our SaaS offering hosted on Fundamento.cloud , invitees need to first confirm the invitation from their Inbox and create Fundamento account:

Updating user Role

Requires Manager role to succeed.

On the Organizations Page select the Organization you want to update. Use there Promote to manager / Demote to member buttons to adjust user’s role.

Removing user from Organization

Requires Manager role to succeed.

On the Organizations Page select the Organization you want to remove user from and click Remove user button:

You can’t remove yourself from the Organization. You must first promote someone else to Manager role and ask that person to remove you.