Organization, Users & Roles

This guide serves as an introduction to Pinkfish organizations and users. It covers many of the concepts and terminology you would come across when managing or working within a Pinkfish organization. After reading this page, you should have a good understanding of the fundamentals for organizations users.

Organization

A Pinkfish Organization (commonly referred to as an Org) is a distinct, self-contained workspace. Each Org includes:

• Its own set of users along with user role and access control
• Its own settings that includes usage, billing and more
• Its own content such as workflows, connections, vault items, file store, and data stores

Depending on the subscription edition, each organization may have access to different features and usage limits. You can find a detailed breakdown of features by edition

Users

A user has access to the organization. Users represent the people with access to the organization and its data. Pinkfish uses email addresses as the identifier for users. In some cases, a user can have access to more than one organization.

• When someone creates an org for the first time, that user becomes the admin for that org and will have the ability to give that org a name. The admin will be able to invite other users to the org, if the org subscription edition supports that.
• Admins can invite people who don’t yet have a Pinkfish account. The invitation is what lets them sign up: creating an account on the Pinkfish web app requires either a pending invitation for that email address or a valid invitation code. Self-service signup without an invitation is not available.

Roles

User can have 2 roles: Admin & Member

User Role	Description
Admin	Users with the Admin role have the following capabilities:
	1. User Management: Add, edit, and remove users within the organization.
	2. Organization Management: Edit the organization name and, depending on the subscription edition, create and manage multiple organizations.
	3. Billing & Usage Access: View usage details and manage billing. Admins can pay directly through the platform or, for enterprise plans, opt for invoice-based billing.
	4. Access to Shared Content: Connections, workflows, data store, file store and vault that have been shared with them.
Member	Users in the Member group have Access to Shared Content: connections, workflows, data store, file store and vault that have been shared with them. This is a default group that will be applied to every user.

Sharing

Every entity within Pinkfish can be shared with specific users or the entire organization. For detailed information about sharing permissions and how they work, please refer to the Sharing documentation.

Multiple Organization Management

Organization Switching

Depending on the subscription edition, some users may have access to multiple organizations linked to the same email address. These organizations could represent different environments (e.g., production and staging) or separate business units (e.g., Business Unit 1 and Business Unit 2) or different customers (e.g., Customer 1 and Customer 2) etc

In such cases, users can switch between organizations by selecting the org name from the top-right menu and navigating to the organization management page. If a user belongs to only one organization, the option to switch organizations will not be displayed.

Organization Creation

Depending on the subscription level, a customer may have the ability to create and manage multiple organizations. When this is enabled, users can click on the organization name in the top-right corner and navigate to the organization management page to switch between existing organizations or create a new one.