On the left navigation menu, click the Administration icon and then on the expanded left menu, select either Organizations or Users.
Selecting Organizations will display a list of current organizations that have been set up under the main organization account (identified as the Billing Entity). To remove sub-organizations that have been created under the main organization, click the trash can icon on the row of the organization’s name in the far right of the screen. This will not remove users associated with that organization, but may affect connections to backup applications, reports or dashboards specifically associated with that organization.
Selecting Users will display a list of current users under the main organization account (the Billing Entity that pays for Bocada Cloud) across all organizations that have been set up. To change a user’s role, or the association between a user and organization(s), click the pencil icon (edit) on the row of the user you want to make changes to. This will display an Edit User screen that shows the user’s name, and what role(s) have been assigned to them, any associations with an organization.
To change their role, either:
- Toggle on/off the Super Administrator or Billing Owner options if you want to add or remove those roles
- To edit a role: In the User Roles section, you can click the pencil icon to edit the organization and/or role(s) for the user
- To add a role: In the User Roles section, click the three dots on the far right and select New Organization Role. Then choose which organization you want to grant the user access to, and what role you would like to assign to them.
To learn more about user roles, go to the the support article: What are the different user roles and what can they do and not do?
To learn more about organizations, go to the support article: What is an Organization in Bocada Cloud?.