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Organizations

Organizations enable multi-tenant deployments where companies, schools, or groups can have their own spaces within ClaryNext. This guide covers organization setup and management.

Organization Overview​

What Are Organizations?​

Organizations provide:

  • Isolated user groups
  • Custom branding
  • Private content
  • Centralized management
  • Team structures
  • Shared billing

Organization Types​

Company/Corporate

  • Employee training
  • Internal programs
  • Department structure

Educational

  • Schools/universities
  • Student cohorts
  • Course delivery

Professional Services

  • Client organizations
  • Coaching practices
  • Consulting firms

Community

  • Membership groups
  • Non-profits
  • Associations

Creating Organizations​

New Organization​

  1. Go to Admin > Organizations
  2. Click New Organization
  3. Enter organization details:
    • Name
    • Type/category
    • Contact info
    • Billing setup
  4. Configure settings
  5. Create organization

Organization Details​

Basic Info

  • Organization name
  • Description
  • Industry/type
  • Website

Contact

  • Primary contact name
  • Email
  • Phone
  • Address

Billing

  • Billing contact
  • Payment method
  • Plan/subscription
  • Invoice settings

Organization Structure​

Hierarchy​

Typical structure:

Organization
├── Departments/Divisions
│   ├── Teams
│   │   └── Members
│   └── Teams
└── Departments/Divisions
    └── Teams

Teams​

Create teams within organizations:

  1. Open organization
  2. Go to Teams
  3. Click New Team
  4. Name and describe
  5. Add members

Departments​

If using departments:

  1. Go to Structure
  2. Create department hierarchy
  3. Assign teams to departments
  4. Set department leaders

Organization Settings​

General Settings​

Visibility

  • Public (discoverable)
  • Private (invite only)
  • Hidden (URL only)

Membership

  • Open (anyone can join)
  • Approval required
  • Invite only

Self-Registration

  • Allow with org domain
  • Require approval
  • Disabled

Branding​

Customize appearance:

  • Organization logo
  • Brand colors
  • Custom CSS (if enabled)
  • Email templates

Features​

Enable/disable features:

  • Activity authoring
  • Marketplace access
  • AI features
  • External sharing
  • Integrations

Policies​

Set organization policies:

  • Password requirements
  • Session timeouts
  • Data retention
  • Privacy settings

Member Management​

Adding Members​

Invite by Email

  1. Go to Members
  2. Click Invite
  3. Enter emails
  4. Set role
  5. Send invitations

Domain Auto-Join Allow users with organization email domain to join automatically.

Import Members Bulk import from CSV or directory integration.

Member Roles​

Member

  • Access org content
  • Run activities
  • Basic features

Team Leader

  • Member permissions
  • Manage team
  • View team progress

Department Admin

  • Manage department
  • Multiple teams

Organization Admin

  • Full org management
  • User management
  • Settings access

Owner

  • Complete control
  • Billing management
  • Delete organization

Managing Members​

  • View all members
  • Filter by team/role
  • Search by name/email
  • Export member list
  • Bulk operations

Removing Members​

  1. Find member
  2. Click Remove
  3. Choose data handling
  4. Confirm removal

Content Management​

Organization Content​

Private Activities

  • Created within org
  • Only members can access
  • Assigned by admins

Licensed Content

  • Purchased from marketplace
  • Assigned to members
  • Org-wide license

Content Assignment​

Assign to members:

  1. Select activity
  2. Choose recipients (individual, team, all)
  3. Set due date (optional)
  4. Assign

Content Library​

Manage organization library:

  • Add/remove content
  • Organize by category
  • Track usage
  • Manage licenses

Reporting & Analytics​

Organization Dashboard​

Overview metrics:

  • Active users
  • Activity completion
  • Engagement trends
  • Top content

User Progress​

Track member progress:

  • Completion rates
  • Activity engagement
  • Time spent
  • Scores/outcomes

Team Reports​

Compare team performance:

  • By team
  • By department
  • Over time
  • Benchmark comparisons

Export & Integration​

Export data:

  • CSV reports
  • API access
  • LMS integration (if available)
  • BI tool connection

Billing & Subscriptions​

Organization Plans​

Plans may include:

  • User seat count
  • Feature access
  • Storage limits
  • Support level

Managing Subscription​

  1. Go to Billing
  2. View current plan
  3. Upgrade/downgrade
  4. Manage payment

Adding Seats​

Add more users:

  1. Go to Billing > Seats
  2. Enter additional count
  3. Review prorated cost
  4. Confirm purchase

Invoicing​

For enterprise:

  • Invoice billing
  • PO support
  • Custom terms
  • Centralized billing

Security & Compliance​

Access Control​

  • SSO integration
  • Role-based access
  • IP restrictions
  • Session management

Data Privacy​

  • Data isolation
  • Export controls
  • Retention policies
  • GDPR tools (if applicable)

Audit Logging​

Track actions:

  • Who did what
  • When it happened
  • Data accessed
  • Changes made

Integrations​

SSO Integration​

Single Sign-On options:

  • SAML 2.0
  • OAuth/OIDC
  • Active Directory

Directory Sync​

Sync users from:

  • Azure AD
  • Okta
  • Other directories

API Access​

Organization API:

  • User management
  • Content assignment
  • Progress retrieval
  • Reporting

Best Practices​

Setup​

  • Plan structure before creating
  • Start with pilot group
  • Gather requirements
  • Document configurations

Ongoing Management​

  • Regular access reviews
  • Content curation
  • Usage monitoring
  • Member feedback

Growth​

  • Scale structure as needed
  • Add features progressively
  • Train new admins
  • Document processes

Troubleshooting​

Members Can't Access Content​

Check:

  • Content is assigned
  • Member has correct role
  • Org membership is active

SSO Issues​

Check:

  • Configuration correct
  • Certificates valid
  • User mapping correct

Billing Problems​

Check:

  • Payment method valid
  • Plan limits not exceeded
  • Invoices paid

Next Steps​