Manage organizations and platform identities

Use Organizations to create and manage organization records. You need organizations.view to review organizations or organizations.edit to make changes. This area contains cross-organization information and should be limited to authorized platform staff.

Create an organization

1. Select Add organization.
2. Enter the organization name and the required customer, website, contact, and note information.
3. Create the first-owner invitation.
4. Send the invitation only through a verified contact channel.
5. Monitor the invitation status and resend or revoke it when necessary.

The first owner completes the invitation before setting up their account. If delivery fails, verify the recipient address and use the console to resend or revoke the invitation as appropriate.

Manage platform users

Use Users in the platform console to manage platform staff, roles, and supported sign-in methods. Platform authentication is separate from organization authentication. Use a dedicated platform account for platform work and do not use it for ordinary organization administration.

The built-in root platform account has a guarded TOTP-recovery procedure for a lost enrollment. Use it only when the root account cannot complete TOTP. It is not a normal MFA troubleshooting method.