Organization Management
Manage your Automatum organization, team members, permissions, and settings.
Overview
Organizations are the top-level entity in Automatum. Each organization can have multiple users, cloud accounts, and product listings.
Organization Settings
Access organization settings from Settings > Organization.
Basic Information
Organization Details:
- Organization name
- Company website
- Primary contact
- Billing email
Update Information:
- Go to Settings > Organization > Details
- Edit fields
- Click Save Changes
Organization ID
Your unique organization identifier used in API calls:
typescript
organizationId: "org_abc123..."TIP
The organization ID is required for most API operations and is automatically included when using the web interface.
Cloud Accounts
Connect and manage marketplace accounts:
Connected Accounts
View all connected cloud accounts:
| Vendor | Account ID | Status | Connected |
|---|---|---|---|
| AWS | 123456789012 | Active | Jan 15, 2026 |
| Azure | tenant-abc-123 | Active | Jan 10, 2026 |
Add Cloud Account
AWS Account:
- Click Add Cloud Account
- Select AWS Marketplace
- Enter AWS Account ID
- Provide IAM Role ARN
- Copy External ID
- Test connection
- Configure AWS Seller ID (required for Buy with AWS):
- Find your Seller ID in AWS Marketplace Management Portal
- Go to Settings > Account Setup > Account Information
- Copy your Seller ID (UUID format, e.g.,
b8acac52-72f1-4eab-8b91-9b41e6b915f4) - Enter it in the Seller ID field
- Save
Finding Your AWS Seller ID
Your AWS Seller ID is required for Buy with AWS integration. To find it:
- Log in to AWS Marketplace Management Portal
- Navigate to Settings > Account Setup
- Your Seller ID is displayed in the Account Information section
- Copy the UUID (without any leading slashes)
Azure Account:
- Click Add Cloud Account
- Select Azure Marketplace
- Enter Tenant ID
- Provide Application ID
- Enter Client Secret
- Enter Publisher ID
- Test connection
- Save
Remove Cloud Account
WARNING
Removing a cloud account will stop all synchronization and may affect active listings.
- Go to Settings > Cloud Accounts
- Click on account to remove
- Click Remove Account
- Confirm action
Team Management
User Roles
Automatum uses role-based access control with six roles — Owner, Manager, Editor, Deal Desk, Co-sell Manager, and Viewer. Each role decides what a member can create, edit, and administer; everyone can read.
See Roles & Permissions for the full breakdown of what each role can do.
Invite Team Members
- Go to Settings > Team
- Click Invite Member
- Enter email address
- Select role
- Click Send Invitation
The user will receive an email with a signup link.
Manage Team Members
Change Role:
- Go to Settings > Team
- Click on user
- Select new role
- Click Update Role
Permissions
Access is governed by the member's role. For the full capability matrix and the rules that apply — last-Owner protection, Owner-only actions, and read access for everyone — see Roles & Permissions.
API keys and OAuth tokens inherit the permissions of the user who created them.
Integrations
Available Integrations
CRM Systems:
- Salesforce
- HubSpot
- Microsoft Dynamics
Communication:
- Slack
- Microsoft Teams
Data & Analytics:
- Google Sheets
Webhooks:
- Custom webhook endpoints
Support
Support Tiers
Email Support (All plans)
- Response within 24 hours
- Available 24/7
- Via support@automatum.io
Priority Support (Professional+)
- Response within 8 hours
- Dedicated support team
- Chat support
Dedicated Support (Enterprise)
- Named support engineer
- 1-hour response time
- Phone support
- Quarterly business reviews
Contact Support
Multiple ways to get help:
- Email: support@automatum.io
- Phone: +1 (555) 123-4567 (Enterprise only)
- Support portal: help.automatum.io
Best Practices
- Review Permissions: Audit user roles quarterly
- Monitor Activity: Check audit logs regularly
- Backup Data: Export data monthly
- Update Settings: Keep contact information current
Next Steps
Need Help?
Contact support@automatum.io for assistance with organization management.