{"title":"Create an organization","category":"default","creationDate":1726477080,"content":"<div class=\"notices green\">\n<p>This feature requires additional configuration on our end. Reach out to our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a>, or your Adyen contact to set this up.<\/p>\n<\/div>\n<p>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 their current <a href=\"#user-roles\">user roles for each company account<\/a>.<\/p>\n<p>A user, with one login, can access multiple company accounts in the same organization in Customer Area.<\/p>\n<p>You can only add company accounts that are legally related to each other to an organization.<\/p>\n<p>To manage organizations in Customer Area, you must have the following role:<\/p>\n<ul>\n<li><strong>Merchant admin<\/strong><\/li>\n<\/ul>\n<h2>Add a company account to an organization<\/h2>\n<p>You must add each company account to an organization individually. To add a company to an organization, do the following:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> company account that you want to add to an organization, go to <strong>Settings<\/strong> &gt; <strong>Account settings<\/strong>.<\/li>\n<li>Under <strong>User management<\/strong>, in the <strong>Unified account login<\/strong> box, select <strong>Add your company<\/strong> and follow the user interface (UI) instructions to complete the process.<\/li>\n<li>After accepting the terms, you get a message to confirm if the company account was added to the organization.<\/li>\n<\/ol>\n<h2>Copy SSO configuration from the organization<\/h2>\n<p>The way an organization's SSO is configured is one of the following:<\/p>\n<ul>\n<li>If the first company account added to the organization has SSO, the organization inherits that SSO configuration.<\/li>\n<li>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.<\/li>\n<li>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.<\/li>\n<\/ul>\n<p>If you have SSO configured for the organization, you can copy that SSO configuration to the company account:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> company account that you want to add to an organization, go to <strong>Settings<\/strong> &gt; <strong>Account settings<\/strong>.<\/li>\n<li>Under <strong>User management<\/strong>, in the <strong>Unified account login<\/strong> box, select <strong>Copy SSO configuration<\/strong> and follow the UI instructions to complete the process.<\/li>\n<li>After accepting the terms, you get a message to confirm if SSO was configured.<\/li>\n<\/ol>\n<h2>Manage user migration to SSO<\/h2>\n<p>If you have set up SSO, you can manage user migration to SSO:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> company account that you want to add to an organization, go to <strong>Settings<\/strong> &gt; <strong>Account settings<\/strong>.<\/li>\n<li>Under <strong>User management<\/strong>, in the <strong>Unified account login<\/strong> box, select <strong>Manage user migration<\/strong>.<\/li>\n<li>On the <strong>Users<\/strong> page, follow instructions to <a href=\"\/pt\/account\/single-sign-on\/migrate-users-to-sso\">migrate users to SSO<\/a>.<\/li>\n<\/ol>\n<p>Alternatively, in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> company account, go to <strong>Users<\/strong> &gt; <strong>Settings<\/strong> to <a href=\"\/pt\/account\/single-sign-on\/migrate-users-to-sso\">migrate users to SSO<\/a>.<\/p>\n<h2>Give a user access to a company account in an organization<\/h2>\n<p>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:<\/p>\n<ul>\n<li><a href=\"#email-login\">Create a user for the company with email login<\/a><\/li>\n<li><a href=\"#sso-login\">Create a user for the company with SSO login<\/a><\/li>\n<\/ul>\n<p>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:<\/p>\n<ul>\n<li>Editing email address<\/li>\n<li>Editing first or last name<\/li>\n<li>Removing a <a href=\"\/pt\/account\/multifactor-authentication\/\">Multifactor authentication<\/a> device<\/li>\n<li><a href=\"\/pt\/account\/users\/#password-reset-email\">Resetting password<\/a><\/li>\n<\/ul>\n<h3 id=\"email-login\">Create a user for the company with email login<\/h3>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> company account that you want to give the user access to, go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>.<\/li>\n<li>Select <strong>Create new user<\/strong>.<\/li>\n<li>Select the <strong>Email and password<\/strong> login method for the user.<\/li>\n<li>Enter the user's email address, first name, and last name, and follow the UI instruction to complete the process.<\/li>\n<\/ol>\n<h3 id=\"sso-login\">Create a user for the company with SSO login<\/h3>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> company account that you want to give the user access to, go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>.<\/li>\n<li>Select <strong>Create new user<\/strong>.<\/li>\n<li>Select the <strong>SSO<\/strong> login method for the user.<\/li>\n<li>Enter the user's email address, first name, and last name, and follow the UI instruction to complete the process.<\/li>\n<\/ol>\n<h2 id=\"user-roles\">User roles for each company account<\/h2>\n<p>When a user joins an organization where they already have access to multiple company accounts, their <a href=\"\/pt\/account\/user-roles\/\">user roles<\/a> for each company account stay the same.<\/p>\n<p>The following example describes a scenario when a user has access to two company accounts.<\/p>\n<blockquote>\n<p>For Company A, User123 has the user role <strong>Merchant admin<\/strong>.<br \/>\nFor Company B, User123 has the user role <strong>Merchant report<\/strong>.<\/p>\n<p>Company A and Company B are added to an organization. User123 is added to the organization.<\/p>\n<p>For Company A, User123 still has the user role <strong>Merchant admin<\/strong>.<br \/>\nFor Company B, User123 still has the user role <strong>Merchant report<\/strong>.<\/p>\n<\/blockquote>\n<p>After being added to an organization the user still has the same user roles for each account.<\/p>","url":"https:\/\/docs.adyen.com\/pt\/account\/manage-account-structure\/create-an-organization","articleFields":{"description":"Give users access to multiple company accounts with one user login.","feedback_component":true,"filters_component":false,"decision_tree":"[]","page_id":"d4419cb0-70ab-4bb1-8f8c-47a6c65ce66d","last_edit_on":"16-09-2024 10:58"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/account\/manage-account-structure\/create-an-organization","title":"Create an organization","content":"\nThis feature requires additional configuration on our end. Reach out to our Support Team, or your Adyen contact to set this up.\n\nAn 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 their current user roles for each company account.\nA user, with one login, can access multiple company accounts in the same organization in Customer Area.\nYou can only add company accounts that are legally related to each other to an organization.\nTo manage organizations in Customer Area, you must have the following role:\n\nMerchant admin\n\nAdd a company account to an organization\nYou must add each company account to an organization individually. To add a company to an organization, do the following:\n\nIn your Customer Area company account that you want to add to an organization, go to Settings &gt; Account settings.\nUnder User management, in the Unified account login box, select Add your company and follow the user interface (UI) instructions to complete the process.\nAfter accepting the terms, you get a message to confirm if the company account was added to the organization.\n\nCopy SSO configuration from the organization\nThe way an organization's SSO is configured is one of the following:\n\nIf the first company account added to the organization has SSO, the organization inherits that SSO configuration.\nIf 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.\nIf 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.\n\nIf you have SSO configured for the organization, you can copy that SSO configuration to the company account:\n\nIn your Customer Area company account that you want to add to an organization, go to Settings &gt; Account settings.\nUnder User management, in the Unified account login box, select Copy SSO configuration and follow the UI instructions to complete the process.\nAfter accepting the terms, you get a message to confirm if SSO was configured.\n\nManage user migration to SSO\nIf you have set up SSO, you can manage user migration to SSO:\n\nIn your Customer Area company account that you want to add to an organization, go to Settings &gt; Account settings.\nUnder User management, in the Unified account login box, select Manage user migration.\nOn the Users page, follow instructions to migrate users to SSO.\n\nAlternatively, in your Customer Area company account, go to Users &gt; Settings to migrate users to SSO.\nGive a user access to a company account in an organization\nBy 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:\n\nCreate a user for the company with email login\nCreate a user for the company with SSO login\n\nFor a user that has access to multiple company accounts in one organization, the following changes are reflected for the user under all company accounts:\n\nEditing email address\nEditing first or last name\nRemoving a Multifactor authentication device\nResetting password\n\nCreate a user for the company with email login\n\nIn your Customer Area company account that you want to give the user access to, go to Account &gt; Users.\nSelect Create new user.\nSelect the Email and password login method for the user.\nEnter the user's email address, first name, and last name, and follow the UI instruction to complete the process.\n\nCreate a user for the company with SSO login\n\nIn your Customer Area company account that you want to give the user access to, go to Account &gt; Users.\nSelect Create new user.\nSelect the SSO login method for the user.\nEnter the user's email address, first name, and last name, and follow the UI instruction to complete the process.\n\nUser roles for each company account\nWhen a user joins an organization where they already have access to multiple company accounts, their user roles for each company account stay the same.\nThe following example describes a scenario when a user has access to two company accounts.\n\nFor Company A, User123 has the user role Merchant admin.\nFor Company B, User123 has the user role Merchant report.\nCompany A and Company B are added to an organization. User123 is added to the organization.\nFor Company A, User123 still has the user role Merchant admin.\nFor Company B, User123 still has the user role Merchant report.\n\nAfter being added to an organization the user still has the same user roles for each account.","type":"page","locale":"pt","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Account","lvl2":"Manage your account structure","lvl3":"Create an organization"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/account","lvl2":"https:\/\/docs.adyen.com\/pt\/account\/manage-account-structure","lvl3":"\/pt\/account\/manage-account-structure\/create-an-organization"},"levels":4,"category":"Account","category_color":"green","tags":["Create","organization"]}}