Account Management
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      Using Organizations

      Using Organizations

      In Osano, Organizations allow you to group users based on common unifiers (ex. Location, Department, Teams, etc.). Organizations can be used in conjunction with Roles to further control what users can access within the Osano application. 

      You can add Organizations to: 

      1. Users 
      2. Consent Manager Configurations 
      3. DSAR Forms

      Adding An Organization

      Note: Only ADMIN users can create and modify Organizations. 

      To add an Organization, follow these steps: 

      • Login to my.osano.com and navigate to your account settings. From there, click “Organizations.”
      • Click the green “+” in the bottom right-hand corner to add a new organization. 
      • Give your Organization a name and click “save.”
      • Your Organization is now available.

      Modifying an Organization 

      Note: Only ADMIN users can create and modify Organizations. 

      To modify an Organization, follow these steps: 

      • Login to my.osano.com and navigate to your account settings. From there, click “Organizations.” 
      • Click on the Organization you wish to modify. 
      • Make your desired modifications and click “save.” 

      Deleting an Organization

      Note: Only ADMIN users can create and modify Organizations. 

      At this time, you cannot delete Organizations. We recommend that unused Organizations get renamed to represent another Organization or denote an "Archived" status.