Organization accounts

An Organization account is the primary account in an organisation, which owns the resources such as permits, licences, surveys, templates and folders. Through the Organization account you can add member accounts with controlled access to the resources. Multiple member accounts can have the ability to allocate the resources and select which folders are available to the members to work in. This depends on the permission available to the organization admin. An individual can only belong to a single organization, but shares are still possible outside of Organizations.

If you are using the Subscription Snap XMP Online service, please contact the Support team to talk about setting up Organisations.

If you are using an On Premises Snap XMP Online service, you need set up Organization Permits on your system before you can use the Organization accounts.

After setting up the Organization Permits, you can create an organization account and member accounts.

• Create a new organization account by a UserAdmin
• Create a new organization account plus the member accounts by a UserAdmin

When the accounts are set up you can:

• Invite a new member by the Organization
• Transfer a permit to another member
• Transfer a user’s existing root folder to another user
• Recover an existing user’s permit into the pool of available permits

There is administration functionality to:

• Migrate an existing ‘master account’ to become an organization account
• Create a link for a customer to use to create their own Organization account