Chapters Organizations

Guide 04

Organizations

Grouping members and applications so access can be granted by team rather than one person at a time.

Updated

Route: /organization · Menu: Management › Organizations · Page permission: organization:R

An organization bundles members and applications. Every member of an organization inherits access to every application attached to it. That inheritance is what makes an organization worth maintaining: adding one application to a 40-person team is one write, not forty.

Organizations have no lifecycle status. There is no activate/deactivate. The only changes are create, update and delete — so you will find no status column, no status filter and no status-dependent buttons here.

What you can do here

  • As an administrator, I want to see every organization and how big it is, so that I can manage group membership.
  • As an administrator, I want to create a group and populate it in one pass, so that setup is not a two-visit job.
  • As an administrator, I want to add or remove members and applications from a group, so that access follows re-orgs.
  • As an administrator, I want to delete groups that are no longer used, so that the list stays honest.

1. The organization list

1.1 Columns

ColumnNotes
NameDisplay name.
Description- when empty.
Application count- when zero, otherwise an icon whose tooltip carries the count. Count only — open the detail for the list.
Member countSame treatment.
Created AtHidden by default.
Created ByHidden by default.
Updated AtHidden by default.
Updated ByHidden by default.
ActionDetail / Copy / Delete, filtered by permission.

1.2 Filtering and sorting

FilterTypeNotes
KeywordTextFuzzy match on name and description.
ApplicationsMulti-selectRequires application:R; hidden without it. Multiple values are OR.
MembersMulti-selectRequires member:R; hidden without it. Multiple values are OR.
SortName, created time, updated time. Default: created time, newest first.

Keyword, applications and members combine with AND. Empty means “all”.

1.3 Paging

10 / 20 / 50 / 100 per page, default 20. The footer reads 共 {total} 筆; organizations have no quota so no upper limit is shown.

1.4 Row shortcuts

Double-click a row to open its detail. Single-clicking a row body toggles selection once you are already in selection mode.


2. Row actions

ActionPermissionNotes
Detailpage access
Copyorganization:COpens the create wizard seeded from this organization.
Deleteorganization:DNo status precondition and no force-delete recovery path.

Edit is not offered in the list. Renaming happens inline on the detail page — see §5.


3. Creating an organization

Route: /organization/create · Permission: organization:C

A two-step wizard plus a result step.

3.1 Step 1 — Information

FieldRequiredRules
NameYes1–50 characters.
DescriptionNoUp to 500 characters.

3.2 Step 2 — Access

FieldRequiredNotes
MembersNoMulti-select with search and infinite scroll.
ApplicationsNoMulti-select with search and infinite scroll.

Both are optional — an empty organization is a valid thing to create.

3.3 Step 3 — Result

The organization is created first, then member and application associations are attached one by one on a best-effort basis. Only a failure to create the organization itself turns the result page red; an individual association that fails does not abort the rest.


4. Copying an organization

Entries: list row → /organization/create/:orgId · detail toolbar → /organization/:orgId/create · Permission: organization:C

FieldSeeded value
Name<source name> - Copy, numbered on collision (Copy1, Copy2, …).
DescriptionCopied as-is.
MembersThe source’s members.
ApplicationsThe source’s applications.

Because an organization’s members and applications come back with the organization record itself, copying needs no extra cross-feature permissions — if you can read the source, you can read its associations.


5. Editing an organization

Route: the detail page, inline edit · Permission: organization:U

The pencil icon at the top right of the title card switches to save/cancel. The whole edit affordance is hidden without organization:U.

FieldRequiredRules
NameYes1–50 characters.
DescriptionNoUp to 500 characters.

Created time, updated time and creator stay visible while you edit — they simply remain read-only.

The name is checked for duplicates as you type, excluding this organization, so saving an unchanged name never trips the check.


6. Managing members and applications

The detail page carries two cards — Members first, then Applications. Each has a manage button (the “more” icon); clicking anywhere in the card’s chip area or title row opens the same dialog.

6.1 The manage dialog

ModeBehaviour
ViewShows the currently associated items. The search box filters them locally — no server request.
EditLoads the candidate list (search + infinite scroll) with checkboxes. Requires organization:U; without it the action buttons are not rendered and the dialog is view-only.
  1. Open the card’s manage button.
  2. Switch to Edit.
  3. Tick and untick candidates.
  4. Select Confirm.

If nothing actually changed, the dialog just closes — no request is sent.

6.2 What confirming really does

Organizations have no separate add/remove endpoints. Confirming sends the complete new list as a replacement. The screen updates optimistically and, if the write fails, rolls back to what it was and keeps the dialog open so you can retry. Either way the record is re-fetched afterwards, so what you end up looking at is what the server holds.

6.3 Card visibility

CardRequiresWithout it
Membersmember:RThe whole card is hidden.
Applicationsapplication:RThe whole card is hidden.

7. Deleting an organization

From the detail toolbar, with organization:D. Confirm the dialog; the page slides back to the list.

There is no status precondition — any organization can be deleted — and no force-delete path. If the delete is refused, resolve the cause and try again.

Deleting an organization removes the inherited access its members had through it. Direct grants on those members are untouched.


8. Bulk work

Organizations support Export, multi-select batch delete and CSV import in both create and modify modes. Import can attach members and applications at the same time as creating the organization.

Two organization-specific notes:

  • Batch delete is the only batch action (there is no status to change), and it has no force-delete recovery path.
  • In create mode, import rejects a duplicate organization name — both within the file and against existing records. This check does not apply in modify mode.

Full instructions: 09 · Bulk Operations.


9. Permission summary

TaskPermission
View list and detailorganization:R
Create / copy / importorganization:C
Edit name and descriptionorganization:U
Add or remove members / applicationsorganization:U
Deleteorganization:D
See the Members card and filtermember:R
See the Applications card and filterapplication:R

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