Manage organizations

Consult and keep the organizations visible in the current administrative context.

The Workspaces and tenants screen organizes the groups and organizations that the administrator can view. In this manual, "tenant" means an organization served on the platform.

What you will do

You will consult the available structure, locate an organization and, when the action is visible to your profile, create or update your data.

Who can do this

The Group Administrator can access this area in the group they manage. The creation and maintenance of organizations are limited to this group and the active context. An Organization Administrator cannot create organizations or add another Organization Administrator, but may use Membership in their own organization to add an Organization Analyst when the action is available.

Before you start

Confirm if the active context corresponds to the Group Workspace you manage.
Have the correct registration data of the organization when you need to create or edit a record.
Check if the desired action appears on the line or the screen header. A visible action may still require additional validations when saving.

Menu path

In the main menu, select Admin → Workspaces and tenants.

Steps

Confirm the active organization in the platform selector.
Use the search to locate by name or registration data. If necessary, use the type filter.
Expand a workspace to view the organizations related to it.
Consult the table for the name, type and data presented for each organization.
To update the active Group Workspace, open its edit action. Save changes in Details explicitly; navigating between steps does not save data.
In the workspace Membership step, add an existing active user as a Group Administrator when the action is available. Invitations and access removals remain under Admin → Users.
To update an organization in your group, open the edit action available on the line. In Data, select Save tenant information; in Modules, select Save modules. Changing steps does not save changes. You can open an inactive or suspended organization to correct details or reactivate it; Modules and Membership remain unavailable until reactivation is confirmed and are subject to your available permissions.
To create an organization in your group, use Add tenant when this action is available.
Fill in the requested data on the screen and confirm the creation.
To stop using an organization in your group, open the edit, change Status from Active to Inactive, and select Confirm status change. Review the displayed impact and prerequisites before confirming. Reactivate only when the group and the related context are active.
To add someone who already has an active platform account to an organization, open the organization and select the Membership step.
Select the person and an available profile. A Group Administrator can choose Organization Administrator or Organization Analyst; an Organization Administrator can choose only Organization Analyst in their own organization. For an Analyst, also select at least one currently enabled module.
Select Add member. Invitations, access changes, and removals remain under Admin → Users.

Expected result

The list shows the created organization or the updated data. The platform also displays the confirmation Scope created or Scope updated, depending on the action performed. When adding a member, the membership appears only after the platform's authoritative confirmation. If the outcome is uncertain, use the displayed recovery action and retry only when the platform confirms that the earlier attempt did not create the membership.

Common problems

Situation	What to do
Workspaces and tenants does not appear	Confirm if you manage the active Group Workspace.
The organization does not appear in the list	Clear the search and filter. Then confirm if the active context contains the expected organization.
Add tenant does not appear	Confirm if the selected workspace belongs to the context you manage and if the action is available for your profile.
The creation or editing was not completed	Review the required fields and the messages displayed. Do not repeat the action in another organization without first confirming the context.
The workspace save had no conclusive response	Use Refresh workspace status. This action only checks the server state and does not submit the change again. If the check fails and you know the workspace no longer exists, use Discard browser recovery; it removes the local browser recovery record and stops tracking that uncertain save, without changing the server.
The organization cannot be made inactive or suspended because of dependencies	Check for active child scopes and memberships that are not inactive. Deactivate or reassign those dependencies, then try saving again.
An inactive organization opens with blocked steps	Use Data to correct or reactivate it. The other steps become available only after the platform confirms that the organization is active.
Add member is unavailable	Confirm that the organization is active, your profile has the required action in the active scope, no transition is pending, module changes have finished saving, and the person, profile, and required modules are selected.
The member addition was not confirmed	Retry repeats only the confirmation read and does not add another membership. Use Retry add only when the platform confirms that the earlier attempt did not create the membership.