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Platform
  • Welcome to Infinity - AI Powered Data Analytics tool.
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Data Definition Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
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On this page
  • Managing Organizations in Infinity
  • Creating an Organization in Infinity
  • Understanding Organization IDs
  • Managing Organizations
  1. Comprehensive User Guide
  2. 7. User and Access Management

Orgs

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Last updated 2 months ago

Managing Organizations in Infinity

Organizations in Infinity help structure users into logical groups, allowing administrators to manage access, roles, and permissions efficiently. Organizations (Orgs) can be used for role-based access, reporting, and advanced implementations.


1. Navigate to Organizations Management

Creating an Organization in Infinity

  1. Click on the Settings icon in the left menu.

  2. Select User Management from the dropdown.

  3. Click on the Organizations tab.

2. Add a New Organization

  1. Click the "Add Organization" button.

  2. Enter the Organization Name.

  3. Assign a unique Organization ID (optional but recommended for integrations).

Understanding Organization IDs

Each organization is assigned an Org ID, a unique identifier that can be set by the admin. This can be:

  • A custom number chosen by the admin.

  • A pre-existing internal IAM (Identity and Access Management) Org ID from your enterprise system.

  • A reference for variables in more complex implementations (discussed in advanced topics).

Orgs allow users to be grouped together under a shared identity, making it easier to manage permissions, resources, and data access.

3. Save the Organization

  • Click "Save" to finalize the organization.

  • The new organization will now appear in the list and can be assigned to users.


Managing Organizations

Once an organization is created, admins can:

  • Edit organization details (name, ID).

  • Assign users to an organization to manage access and permissions.

  • Use Org IDs in variables for dynamic role-based access and automation.

Organizations help structure user management by grouping users into logical units, improving security, reporting, and governance in Infinity.