Organizations

Managing your organization in Springtail.

Overview

In Springtail, an organization encompasses all associated users and accounts. Within each organization, instances are organized into accounts, and each account is accessible by a designated group of users. The Organization Settings page allows you to manage users, accounts, and more.

Organization settings

To access settings for your organization:

1. Click on your profile icon in the upper-right corner.

2. From the dropdown, select Org Settings.

User management

Users in Springtail are individuals within your organization who have access to the Springtail console.

Adding users

To invite new users:

1. Go to the Organization Settings page.

2. Select the Users tab.

3. Click Invite Users.

4. Enter the email address of the person you’d like to invite. They will receive an email with instructions to log into the Springtail console.

Deleting users

To delete existing users:

1. Go to the Organization settings page.

2. Select the Users tab.

3. Click the ellipsis dropdown for the user you would like to delete.

4. Select Delete user. Confirm deletion in the following prompt.

Managing roles

By default, all invited users are given Member roles. If a Member needs to modify organization settings, you can promote them to Admin.

To manage user roles:

1. Go to the Organization settings page.

2. Select the Users tab.

3. Set the appropriate Org Role for each user.

Account management

Accounts in Springtail represent collections of instances managed by a specific set of users. From the Accounts tab, you can create, rename, or delete accounts.

Creating accounts

1. Go to the Organization settings page.

2. Select the Accounts tab.

3. Click the Add Account button. Complete the necessary details to create your new account.

Renaming accounts

1. Go to the Organization settings page.

2. Select the Accounts tab.

3. Click the ellipsis dropdown for the account you would like to rename.

4. Select Rename account. Enter a new account name in the following prompt.

Deleting accounts

1. Go to the Organization settings page.

2. Select the Accounts tab.

3. Click the ellipsis dropdown for the account you would like to delete.

4. Select Delete account. Confirm deletion in the following prompt.

Before you can delete an account, ensure that all instances within that account are deleted. Once no instances remain, you can delete the account.