Updating Child Organization Details

You can update the child organization's name, capabilities they have access to, description, and owners of your child organization. However, if a child organization has their own respective child organizations, you cannot edit or remove capabilities already assigned to child organizations, you can only configure new ones.

tip

You can view which customers have child organizations on the Customers Overview page, in the Tiered column. This information also appears in the Customer Details tab for each customer.

To update the details of a child organization:

1. Select Customers from the left-hand navigational panel. The Customers Overview page opens, listing all the child organizations.

2. Click the name of the child organization that you want to update the details for. The details about that child organization open in a separate <Customer Name> tab. This page displays the child organization's details and the key metrics using graphs and tables.

3. To update the child organization's details, click Edit in the Customer Details section. The Edit Customer slideout opens. You can update the following details:

   • Update the name and description and click Save.

   • To update the owner's details, click the Edit button next to the owner's name. Update the details and click the Save button. Hover over the button icon to view the button name.

   • To delete an owner, click the Edit button next to the owner's name and click the Delete button. The Confirm removal dialog box opens, asking you to confirm whether you want to delete the owner. Click Delete and then click Save.

     note

     Removing an owner from a parent organization does not remove them from child organizations for which they are also an owner. Equally, removing an owner from a child organization does not remove them from their child organizations, or from the parent organization. If you want to remove an owner from organizations so that the user loses access to those organizations, you must remove that user in Administration > User Management in each organization. The user is then also removed as an owner for those organizations. For more information, see Removing a User from an Organization.

   • To add a new owner, click the Add Owner button. The Add Owner slideout opens. Enter the owner's first name, last name and email address. Click the Save button, and then click Save.

   • To assign a tag to add your child organization to a group, in the Group field, do the following:

     1. Enter the name of the tag that you want to assign to the child organization. For example, Group1.
     2. Click Save.
     note

     You can only add one tag to a child organization.

   • To update an existing tag, in the Group field, enter the updated name of the tag that you want to assign to the child organization, and click Save.

   • To remove the tag, clear the tag name in the Group field, and click Save.

4. To update the child organization's capabilities, do the following:

   1. In the section with details of the customer's capabilities, click Edit. The Edit Capabilities slideout opens.

   2. You can update the following:

      • To add a capability, from the Capabilities list, select the check box next to the capability that you want to assign to your child organization.
      • To remove a capability, from the Capabilities list, clear the check box next to the capability that you want to remove from your child organization.

   3. When you have made all your changes in Edit Capabilities, click Next.

   4. In Confirm Changes To Capabilities, review your changes, and click Confirm.

      note

      • By default, the Identity and Access Management capability is assigned to the child organization. You cannot remove the Identity and Access Management capability.
      • If the child organization has their own respective child organizations, you cannot remove capabilities already assigned to their child organizations. These capabilities appear as selected and disabled in the Capabilities list.
      • When you add the Managed Service Provider capability to customers:
        • You cannot remove this capability once a customer has created their first child organization.
        • If your customer has the Cloud Cost Optimization capability, the cost of services increases when they add a new child organization.
      • When you select the IT Visibility capability, four additional capabilities are automatically selected to be assigned to the child organizations as they are required for IT Visibility: Discovery and Inventory, One Technopedia Content, Contextual Data Services, and Data and Analytics. If you then remove IT Visibility from your selection, these four capabilities remain selected. You can individually deselect any of them as required.