Organization management

Manage members, groups, tags, and connections.

An organization is the home for all workspaces and solutions. We recommend working within a single organization – this is the ideal way to efficiently collaborate with your colleagues.

An organization in Polyteia represents your administrative unit or authority (e.g., district administration or state authority). It is the central place for managing users, groups, tags, and connections.

Everything happens in the context of an organization:

• Users and their roles are defined here

• Access to data and solutions is controlled on an organization basis

• Collaboration with other organizations is possible via Connect

Only admins can manage the organization settings.

Components of an organization

Each organization includes:

Area	Purpose
Members	Manage users and their roles (Admin or Member)
Groups	User groups for easy sharing and rights management
Tags	Labels for organizing and filtering datasets, solutions, etc.
Personal Access Keys	Generate API access for integrations
Connect	Set up one-way connections with other organizations

You can find all these areas under Settings → [Your Organization].

Manage members

Admins can:

• Invite new members via email

• Assign roles (Admin, Member)

• Edit roles or remove members

Create and manage groups

Groups help you:

• Control access for multiple people at once

• Distinguish between editing and reading

• Group users by topic or organizational hierarchies

Use tags to organize resources

Tags make it easier to filter and search in:

• Datasets

• Insights

• Other resources

Each tag has a name, a color, and a description.

Use Personal Access Keys (PAKs)

PAKs enable API access without username/password. They are:

• Time-limited (e.g., 30 days)

• Controlled by scopes

• Suitable for integrations and automation

Collaboration between organizations

With Connect, you can:

• Initiate a one-way connection to another organization

• Release specific members so they can be invited to workspaces or solutions and can receive resource access

• Accept incoming connections

Sharing is unidirectional. Each organization needs to set up its own connection to allow sharing.

Roles and Permissions

At the organization level in Polyteia, there are basically three roles:

• Admins have full control over organizational matters. This includes editing organization metadata, inviting users, creating workspaces, and managing user licenses

• Members have limited permissions and can only view organization metadata.

Below is a comprehensive overview:

Permission	Organization Admin	Member	Guest (coming soon)
Organization
View and edit organization name, description, and all organization settings	✓	✕	✕
Connections to other Polyteia organizations (shared workspaces)	✓	✕	✕
Create access keys (PAKs)	✓	✓
View organization name and description	✓	✓	✓
User Management
Invite users to the organization as members	✓	✕	✕
Create and view groups	✓	✓	✕
Workspaces
Create workspaces	✓	✕	✕
View workspace details	✓	✕	✕
View list of all workspaces	✓	✕	✕
Resources
Create tags	✓	✓	✕

Best Practices

• Limit admin access so that only necessary users can change settings, invite users, and create workspaces.

• Use the "Member" role to manage user groups while restricting their ability to change organization settings.

• Add users who are added to the organization to relevant workspaces and solutions at the same time (if permissions allow), so they can actively contribute.