Managing Organizations

An Organization in PDQ Connect refers to the top-level site within the tenant hierarchy. It serves as the initial container for all resources accessible to a system administrator upon logging in, including devices, custom packages, groups, automations, and child tenants.

An organization may be referred to as the parent organization. Since each PDQ Connect account supports only one organization, it is sometimes informally referred to as the Connect account.

Organizations vs Tenants

It's important to understand the difference between tenants and organizations. 

• Tenants exist below organizations in a parent/child structure and provide logical boundaries within an organization. They are ideal for scenarios where centralized management is still desired, but users or devices need to be separated for scope. Organizations can exist without tenants, but tenants cannot exist without an organization. 
• Organizations are standalone PDQ Connect instances/accounts. There can only be one organization per PDQ Connect account. A user may join multiple organizations and toggle between them while logged into app.pdq.com, but for all purposes, each organization is completely independent of one another. 

Creating an Organization

Logical separation of devices is typically accomplished using Multi-tenancy. However, there are cases where it is desirable to create multiple organizations, especially when IT teams require full autonomy or separate billing.

An organization will be created for you automatically during the signup process when Starting a Trial. By default, the name of your organization will be the value entered in the "Company name*" field on the trial submission form. 

To create a second organization, start a new trial using a different email address—one that hasn’t been used to start a trial before. Each email address can only be used to initiate a single trial.

Joining an Organization

If you are part of an entity that has already signed up for PDQ Connect, you can be invited to join the organization by one of the existing members. See the article Adding Teammates to PDQ Connect for details on this process.

• A user may be invited to an organization either from the PDQ Connect app (app.pdq.com) or via the customer billing portal (portal.pdq.com).
• Inviting a user from the billing portal will automatically place that user at the organizational level.
• To ensure proper tenant placement, we recommend always sending invitations through the Connect app.

Selecting an Organization

If a user is a member of multiple organizations, they will be prompted to select an organization each time they log in. 

Once you've selected an organization, its name will appear in the top-left corner of the page as the active Parent organization. You will only see objects associated with this active organization unless you switch to another.

To switch organizations, click the down arrow next to the organization name and select "Switch organizations" from the dropdown menu.

The image above illustrates how to change between both organizations and tenants. Note that tenant options will not exist if the organization has no tenants. Similarly, the option to switch organizations will only be displayed if the user is a member of two or more organizations.