For Organization with Sub-organizations

If your organization operates with sub-organizations, the My OPSWAT Portal allows you to manage users and roles across all levels efficiently.

User Management in Multi-level Organizations

To oversee users across your organization and its sub-organizations, the following conditions must be met:

• Sub-Organization Management Enabled: Your organization must have the "Manage Sub-organizations" setting enabled. Submit a support ticket or contact your Customer Success Manager to request this.
• User Management Permission: You have View Only or Full Access on the User Management role object. (See Roles for details).
• Sub-Organization User Permission: You must have View Only or Full Access permission on the User Management - Sub Organizations role object. Request your organization's Admin to grant this permission if necessary. (Refer to Sub-organization Roles for details)

Access the Users tab via My Organization > Users to:

• Filter users by

  • Organization (by selecting the organization in the dropdown list)
  • Status (Active or Pending)
  • Roles (User, Admin, Super Admin and custom roles of all selected organizations)

• Search all users by Role Name or Email

• Invite new users to the current organization and assign them roles.

• Remove Users from the current organization as needed.

• Export visible data in the Users tab directly to an Excel file.

• Create sub-organizations. When a sub-organization is created, the creator is automatically assigned the Super Admin role for that sub-organization.

• Join sub-organizations: Admins can add themselves to sub-organizations without any users by navigating to the three-dot menu > Join Organization > Confirm. By default, they are assigned as the Super Admin of that sub-organization and cannot leave if they are the sole Super Admin.

Role Management in Multi-level Organization

To oversee roles across your organization and its sub-organizations, the following conditions must be met:

• Sub-Organization Management Enabled: Your organization must have the "Manage Sub-organizations" setting enabled. Submit a support ticket or contact your Customer Success Manager to request this.
• Role Management Permission: You have View Only or Full Access on the Role Management role object. (See Roles for details).
• Sub-Organization Role Permission: You must have View Only permission on the User Management - Sub Organizations role object. Request your organization's Admin to grant this permission if necessary. (Refer to Sub-organization Roles for details)

Access the Roles tab via My Organization > Roles to:

• Filter Roles by

  • Organization (by selecting the organization in the dropdown list)
  • Status (Active or Pending)
  • Roles (User, Admin, Super Admin and custom roles of all selected organizations)

• Search: Quickly search for roles by Name or Description.

• User List by Role: Click on the "Number of Users" associated with a role to directly navigate to the Users list, with filters applied to the selected Organization and Role

• Add new custom roles to the current organization. To add roles to sub-organizations, authorized users must switch to the respective sub-organization.

Sub-organization custom roles

My OPSWAT Portal allows you and other authorized users to manage roles for sub-organizations similarly to manage roles for a single organization, please check Single Organization Custom Roles

With Sub-Organization Management Enabled, additional role configurations become available.