Create an organization

An organization is a group of company accounts. If you have multiple company accounts and users that need access to more than one company account, you can add them to an organization. When you add a user to an organization, they keep the same user roles for each company account.

A user, with one login, can access multiple company accounts in the same organization in Customer Area.

You can only add company accounts that are legally related to each other to an organization.

To manage organizations in Customer Area, you must have the following role:

• Merchant admin

Add a company account to an organization

You must add each company account to an organization individually. To add a company to an organization, do the following:

1. In your Customer Area company account that you want to add to an organization, go to Settings > Account settings.
2. Under User management, in the Unified account login box, select Add your company and follow the user interface (UI) instructions to complete the process.
3. After accepting the terms, you get a message to confirm if the company account was added to the organization.

Copy SSO configuration from the organization

The way an organization's SSO is configured is one of the following:

• If the first company account added to the organization has SSO, the organization inherits that SSO configuration.
• If the first company account added to the organization does not have SSO, the organization inherits the SSO configuration from any of the subsequent companies that has SSO configured.
• If none of the company accounts added to the organization have SSO configured, the organization does not get SSO configuration until one of its company accounts sets it up.

If you have SSO configured for the organization, you can copy that SSO configuration to the company account:

1. In your Customer Area company account that you want to add to an organization, go to Settings > Account settings.
2. Under User management, in the Unified account login box, select Copy SSO configuration and follow the UI instructions to complete the process.
3. After accepting the terms, you get a message to confirm if SSO was configured.

Manage user migration to SSO

If you have set up SSO, you can manage user migration to SSO:

1. In your Customer Area company account that you want to add to an organization, go to Settings > Account settings.
2. Under User management, in the Unified account login box, select Manage user migration.
3. On the Users page, follow instructions to migrate users to SSO.

Alternatively, in your Customer Area company account, go to Users > Settings to migrate users to SSO.

Give a user access to a company account in an organization

By default, a user does not have access to all company accounts in an organization. If a user does not already have access to a company account in the organization, you can either:

• Create a user for the company with email login
• Create a user for the company with SSO login

For a user that has access to multiple company accounts in one organization, the following changes are reflected for the user under all company accounts:

• Editing email address
• Editing first or last name
• Removing a Multifactor authentication device
• Resetting password

Create a user for the company with email login

1. In your Customer Area company account that you want to give the user access to, go to Settings > Users.
2. Select Create new user.
3. Select the Email and password login method for the user.
4. Enter the user's email address, first name, and last name, and follow the UI instruction to complete the process.

Create a user for the company with SSO login

1. In your Customer Area company account that you want to give the user access to, go to Settings > Users.
2. Select Create new user.
3. Select the SSO login method for the user.
4. Enter the user's email address, first name, and last name, and follow the UI instruction to complete the process.

User roles for each company account

When a user joins an organization where they already have access to multiple company accounts, their user roles for each company account stay the same.

The following example describes a scenario when a user has access to two company accounts.

For Company A, User123 has the user role Merchant admin.
For Company B, User123 has the user role Merchant report.

Company A and Company B are added to an organization. User123 is added to the organization.

For Company A, User123 still has the user role Merchant admin.
For Company B, User123 still has the user role Merchant report.

After being added to an organization the user still has the same user roles for each account.