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:

1. Go to Settings > Organization > Details
2. Edit fields
3. Click Save Changes

Organization ID

Your unique organization identifier used in API calls:

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:

1. Click Add Cloud Account
2. Select AWS Marketplace
3. Enter AWS Account ID
4. Provide IAM Role ARN
5. Copy External ID
6. Test connection
7. Save

Azure Account:

1. Click Add Cloud Account
2. Select Azure Marketplace
3. Enter Tenant ID
4. Provide Application ID
5. Enter Client Secret
6. Enter Publisher ID
7. Test connection
8. Save

Remove Cloud Account

WARNING

Removing a cloud account will stop all synchronization and may affect active listings.

1. Go to Settings > Cloud Accounts
2. Click on account to remove
3. Click Remove Account
4. Confirm action

Team Management

User Roles

Automatum supports role-based access control:

Owner:

• Full access to all features
• Manage billing
• Add/remove team members
• Delete organization

Admin:

• Manage listings and offers
• View analytics
• Manage integrations
• Cannot manage billing or delete organization

Member:

• View listings and offers
• Create private offers
• View analytics
• Cannot modify organization settings

Viewer:

• Read-only access
• View listings, offers, and analytics
• Cannot create or modify anything

Invite Team Members

1. Go to Settings > Team
2. Click Invite Member
3. Enter email address
4. Select role
5. Click Send Invitation

The user will receive an email with a signup link.

Manage Team Members

Change Role:

1. Go to Settings > Team
2. Click on user
3. Select new role
4. Click Update Role

Permissions

Feature Permissions

Feature	Owner	Admin	Member	Viewer
View Dashboard	✅	✅	✅	✅
View Analytics	✅	✅	✅	✅
Create Private Offers	✅	✅	✅	❌
Manage Listings	✅	✅	❌	❌
Manage Cloud Accounts	✅	✅	❌	❌
Invite Team Members	✅	✅	❌	❌
Manage Billing	✅	❌	❌	❌
Delete Organization	✅	❌	❌	❌

API Permissions

API keys inherit permissions from the user who created them:

• Owner keys: Full access
• Admin keys: No billing access
• Member keys: Limited to assigned resources
• Viewer keys: Read-only access

Integrations

Available Integrations

CRM Systems:

• Salesforce
• HubSpot
• Microsoft Dynamics

Communication:

• Slack
• Microsoft Teams
• Email

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:

1. Email: support@automatum.io
2. Phone: +1 (555) 123-4567 (Enterprise only)
3. Support portal: help.automatum.io

Best Practices

1. Review Permissions: Audit user roles quarterly
2. Monitor Activity: Check audit logs regularly
3. Backup Data: Export data monthly
4. Update Settings: Keep contact information current

Next Steps

• Invite team members
• Connect cloud accounts
• Configure integrations
• Set up security policies

Need Help?

Contact support@automatum.io for assistance with organization management.