Organizations#
An organization is a group of Anaconda Cloud accounts with a managed set of rights and permissions. Creating an organization for your team in Anaconda Cloud allows you to:
Provide a common collaboration space
Ensure consistent tooling
Manage access and costs
Note
Anaconda Cloud users can create and belong to multiple organizations.
Creating an organization#
Open the user dropdown menu and select Organizations.
Click Form New Organization.
Follow the on-screen instructions to set up your organization. Don’t worry if you don’t have all the necessary information; you can come back and complete your organization’s information at a later time.
Note
As the creator, you are the owner and default admin of the organization.
The Organization Name is the publicly displayed name of your organization and can be changed at any time after it is created.
The Organization ID is the organization’s Uniform Resource Locater (URL) identifier. The Organization’s URL must be unique. Once the Organization ID is assigned, it cannot be changed.
Subscribing your organization#
Once you have formed your organization, you will need to purchase a subscription for it. If you need to purchase multiple licenses, you can purchase a subscription with multiple seats (licenses) to manage users:
Sign in to your Anaconda Cloud account.
Open the user dropdown menu and select Organizations.
Select the organization you are purchasing a subscription for.
Select Subscription in the left-hand navigation.
Click Change Plan.
Choose a monthly or yearly subscription, then click Subscribe.
Enter a promo code (if available) and change the number of seats you would like to purchase, then click Continue to Payment.
Note
If you did not form an organization before attempting to purchase a subscription, you will need to provide the organization information now.
Enter your organization’s billing information and click Subscribe.
You will receive two emails. One is an invoice for your subscription purchase. The other is a welcome email for the organization you created.
Inviting members to your organization#
With an organization created and multi-license subscription purchased, you are ready to invite users to your organization and assign them seats (licenses):
Select your organization.
Select Invitations in the left-hand navigation.
Select Invite Members, enter your team member’s email address, and then press tab. Repeat this process to continue adding members.
Note
Alternatively, you can select Bulk Upload and upload a
.csvfile containing your team members’ email addresses (for larger organizations).
Click Invite Members to send the invitations.
Once you invite your member(s), they will receive an email to join the organization. Accepting the invitation in the email redirects them to the Anaconda Cloud login page. Once logged in, they can accept the invitation and join the organization.
Note
If the invited team member does not have a Anaconda Cloud account, they can create one using the email that the invite was sent to, then join the organization.
Reissuing an invitation#
Invitations expire after seven days. You can reissue an invitation to a user to provide them with another seven days to accept the invitation:
Select your organization.
Select Invitations in the left-hand navigation.
Select the user you need to reissue an invitation for.
Click Resend Email Invite.
If you need to resend multiple invitations at once:
Select your organization.
Select Invitations in the left-hand navigation.
Click Resend Emails.
Select the checkboxes for users whose invitations you want to reissue, then click Resend Invitations.
Click Resend to confirm you want to reissue the invitations.
Removing an invitation#
If you have invited someone to your organization in error, you can remove the invitation you sent. This also prevents the invitation recipient from being able to join your organization:
Select your organization.
Select Invitations in the left-hand navigation.
Select the user whose invitation you need to remove.
Click Remove Invite.
If you need to remove multiple invitations at once:
Select your organization.
Select Invitations in the left-hand navigation.
Click Remove Invitations.
Select the invitations you want to remove, then click Remove Invitations.
Click Remove to confirm you want to remove the invitations.
Assigning organization seats#
Once a member has accepted their invitation, you must assign them a seat (license) before they can issue themselves a token and access your org channels.
Select your organization.
Select Users from the left-hand navigation.
Select the user you need to assign a seat to.
Click Assign Seat.
If you need to assign seats to multiple users:
Select your organization.
Select Users from the left-hand navigation.
Click Assign Seats.
Select the checkboxes for users you want to assign a seat to, then click Assign Users.
Click Assign to confirm.
Note
Once you assign a member a seat in your organization, they will receive an email with a link to the organization in their Anaconda Cloud account. Instruct them to open the link and go to the Token Access page to issue themself a token. For more information, see Tokens.
Changing a member’s role#
A user’s role determines their permissions within the organization. To change a user’s role:
Select your organization.
Select Users from the left-hand navigation.
Select the user whose permissions you need to change.
Click Assign as Account Admin, Assign as Billing Manager, or Assign as Member. Available options are based on the user’s current role.
Note
You must be an administrator to update user roles. Administrators cannot change their own role.
Confirm your role assignment to set the user’s permissions.
Revoking a members seat#
If you have a user who no longer requires a seat in your organization, you can revoke their seat while retaining the user as a member of the organization. Revoking a members seat will invalidate their token and prevent them from accessing your organization channels. To revoke a members seat:
Select your organization.
Select Users from the left-hand navigation.
Select the user whose seat is being revoked.
Click Revoke Seat.
Click Revoke Seat to confirm.
If you need to revoke multiple seats at once:
Select your organization.
Select Users from the left-hand navigation.
Click Revoke Seats.
Select the checkboxes for the users whose seats are being revoked, then click Revoke Seats.
Click Revoke to confirm.
Removing a user from the organization#
If you want to remove a member from your organization completely:
Select your organization.
Select Users from the left-hand navigation.
Select the user you’re removing from the organization.
Click Remove from Organization.
Click Remove User to confirm.
Purchasing additional seats#
You can purchase additional seats for your organization at any time.
Select your organization.
Select Subscription from the left hand navigation.
Click Manage Subscription to purchase additional seats.
Leaving an organization#
To leave an organization you’re a member of:
Select your organization.
Click Leave <ORG_NAME> Organization.
Note
Users with the administrator role cannot leave the organization.