Organization setup

Organization Management

Every account is managed within the context of an Organization entity, where users can collaborate on projects, share data and resources.

Organization setup

Your account should be linked to an Organization, typically created and named during initial setup. If your account doesn’t seem to have an Organization, please contact our support team here.

Sub-Orgs and Client Orgs

If you need your customers/partners to have their own organization, so you can provide them with services and share projects, please ask them to:

1. Go to the relevant platform (either Dataloop.AI or any designated environment), signup by themselves, go through the onboarding process and create their organization.
2. Add you as a project owner to their project

Setting Paying-Account on Other Projects

If you need to set your organization's account as the paying subscription on a project created by a different organization (e.g the project is owned by your client, by as a service provider your organization is paying for it):

1. Make sure you were added as a Project-Owner contributor role to the relevant project
2. Go to the "My Dashboard" screen
3. Locate this project card among the different projects
4. Click on the 3-dots action button and press on the menu option "Set under [your organization name] account"

Active Organization (Active ORG)

The organization you are currently working on is defined as your “Active ORG” and can be seen in the left side menu. To change from your current ‘Active ORG’ to a different one, select a different organization from the ORG-Navigator at the top bar.

Organization Overview

Select “Organization Overview” from the left-side navigation menu to see a summary of all projects, datasets, tasks and members in your current “Active ORG”. Drill into the data by selecting specific projects, datasets and tasks.

From this page you can rename your organization clicking the 3 dots at the top.