# Orgs and Account Management

### Account Management

#### Glossary of Terms

<details>

<summary>User</summary>

A single person that is utilizing the platform

</details>

<details>

<summary>Org</summary>

Collection of users. They are either admin or member level

</details>

<details>

<summary>Permissions</summary>

Gives the user the ability to work on the platform within the scope of what they are needing to access

</details>

<details>

<summary>Project</summary>

means of enabling users to collaborate by providing them with shared access to specific data and tools.

</details>

#### Within a project space, there are different permission/access levels. They are:

{% tabs %}
{% tab title="Viewer" %}
Most restrictive: view the project, move and copy data across projects.
{% endtab %}

{% tab title="Uploader" %}
View and Create folders and modify metadata
{% endtab %}

{% tab title="Contributor" %}
Uploader AND run executions
{% endtab %}

{% tab title="Admin" %}
Contributor AND change permissions for users, project ownership, and deletion
{% endtab %}
{% endtabs %}

#### Defining Members of an Org and their Relationship

![](/files/Wo9EpIuQXmTNl6pGP2UE)

{% tabs %}
{% tab title="Org" %}

* is used to represent a group of users
* Can be used to simplify the sharing of projects, apps, and billing
* Have members and admins
  {% endtab %}

{% tab title="Admin" %}
control the access to

* billable activities
* shared apps
* shared projects
  {% endtab %}

{% tab title="Members" %}
are either allowed or not allowed to access

* billable activities
* shared apps
* shared projects
  {% endtab %}

{% tab title="Users" %}

* is a single user on the platform
* can be an org admin or an org member
* they can also just be added to project and NOT a member of an org, but they will not see pricing or have access to org specific options unless part of the project itself.
* holds one of 4 types of permissions to a project
  {% endtab %}
  {% endtabs %}

#### Why Add Users to an Org?

* Allows the access to the shared apps
  * This is for what the org is an authorized user for
  * If the org cannot use the app, the member cannot either
* Allow seeing the price column in the UI monitor tab and on the command line

#### Project Overrides for a User

* By default, when a project is created, the settings tab shows the following:

  ![](/files/uSII8lZoVB9AzsVaKz4i)
* The owner of the project can change these
* You may want to restrict them depending on your org policy
* Copy access
  * could be to limit how the data is handled
  * Can be changed from all members to no one
* Delete Access
  * Limit how the data is handled
  * Can be changed from Contributors and Admins to Admins only
* Download Access
  * Limit who can see the data (this would allow accessing the data outside of the platform)
  * Can be changed from all members to no one

### Sharing in an Org

The org allows for the sharing

* of the same resources
  * Control the access as stated above
  * Org admins can remove and add users
* to users performing similar functions
  * Org admins can define projects and project access
  * Introduce apps and app access

#### Example 1: Orgs and Sharing

![](/files/aqJ7P7GbJfpyYPgbxk33)

* Sharing projects and apps within orgs allows a group of users performing similar functions to be given the same level of access to shared resources.
* In this example, there is the org administrator, admin a, who provides view access to the project resources to the org. Additionally, admin A adds users B and C to the org, and also adds admin D to the org.
* Admin D then provides upload permissions to the project raw data, and makes the org and authorized user of the QC app. So in addition to being a convenient way to share projects and data, the org aids provide access to apps as well.
* Finally, it's very easy to revoke permissions within an org. So say for example, user C moves off the project or moves to a different institution. One of the two admins admin A or D can remove users see from the org.

### Multiple Orgs

You can have multiple people in multiple orgs.

Example 2: Multiple Orgs

![](/files/CW93d1NA7uMNhBu5h7Y9)

* Members who are working on two separate projects, and they need access to different data/ apps which have different budgets.
* the user may need to create and work on projects that are billed to two step or groups in. This is where creating multiple orgs comes in handy.
* Admin D is admin of both org and org-new because admin D needs to work within both of these orgs.
* Admin D adds user E to both org and org- new and only adds member or user F to org- new because user only needs to work within org-new.
* Looking at permissions associated with each of these users, admin A, and users B and C, have access only to org. Whereas admin D and user E have access to both org and org-new. And user F only has access to org-new.
* Orgs are flexible tools used to represent groups of users that can be used to simplify resource sharing, consolidate, billing, and associating platform work to real world billing structures.

## Resources

[Organization Membership Guide](https://documentation.dnanexus.com/user/organization-member-guide)

[Orgs Documentation](https://documentation.dnanexus.com/getting-started/key-concepts/organizations)

[Org Management](https://documentation.dnanexus.com/admin/org-management)

[Full Documentation](https://documentation.dnanexus.com/)

To create a support ticket if there are technical issues:

1. Go to the Help header (same section where Projects and Tools are) inside the platform
2. Select "Contact Support"
3. Fill in the Subject and Message to submit a support ticket.


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