Organization

Organization is the heart of Pipe17. It can be thought of as a tenant in the multi-tenant SaaS world. User create organizations, configure it, and manage it. User logs into a Pipe17 organization.

Organization is essentially a tenancy in the Pipe17 SaaS platform. Each organization have a unique id referred as Org ID or Org Key. Data is isolated at the organization level. Orgs do not share data. The organization associated to billing is also referred as Account. 

One configures integrations on an organization, as well as other configuration that support processing on various transactions, such as order routing rules. Transactions (e.g. Orders, Fulfillment, Products, Inventory, etc.), sometimes referred to as Entities, are scoped to an Organization.

Type of Organization - Primary & Secondary

Variants of Primary Organization - Holding & Non-Holding

Create Single / Primary Organization

Create Holding Organization

Create Secondary Organization

Convert (aka Link) Primary as Secondary Organization

Convert Secondary Organization into a Primary Organization (aka Unlink)

There are two types of Organizations:

1. Primary Organization - A primary organization is the one that has its own account object, i.e. its own subscription and billing. This is the default type of organization created though sign up flow. The is the most common type of organization. 

2. Secondary Organization - In some case, for large organizations or for brand aggregators, there is a need to create multiple organizations that are isolate from each other, while the billing is associated to just one (aka primary organization). This is an organization that can contain sub-organizations. 

Please contact support@pipe17.com if you are interested in creating and managing many organizations

There are 2 variants of a primary organization:

1. Holding Organization - A primary organization can be marked as a holding org. A holding organization cannot have its own integrations. If it already does, one cannot change it to a holding organization. No transactions/entities can flow into that organization. It is designed to hold multiple organizations. Typical for large enterprises, or partners who want to onboard many brands would create a holding type primary org. It allows a clean separation between an organization that is just meant for billing, and an organization for processing transactions. One cannot create a holding organization on their own. Please contact support@pipe17.com if you are interested in creating and managing a holding organization.

2. Non-Holding Organization - The standard organization is a non-holding one. It can have integrations, and therefore transactions flow through. All new organizations created are by default non-holding.

How to create a single organization?

Pipe17 accounts are defaulted to be single organization. If you do not yet have a Pipe17 account, book a demo with a Pipe17 team member to get started

How to create a Holding organization?

By default, you cannot create a multi-organization setup on your own. You will need to contact support@pipe17.com and ask to have your Pipe17 account converted to support multiple organizations. Once the Pipe17 team has converted your account you will have the ability to create new, or link existing, organizations to your account as secondary organizations.

How to create a new Secondary organization?

Once your account has been converted to support a multi-organization setup, when you visit the Organizations page in the Pipe17 app (left side-bar) you will now see an “Add Organization“ button is available.

Once you have clicked `Add Organization`, you will need to add some details about the organization you are looking to create. The `Add Organization` window that appears should look similar to this, and will need to be completed before proceeding:

Important: the Company Email should point to the secondary organization owners email

Once created, the new company email will be registered as the new organizations admin. This account is now able to proceed with using the newly created organization by logging in separately and starting onboarding.

How to convert a top-level (primary) organization into a Secondary organization?

NOTE: Only trial organizations can be converted into a secondary organization

If you have a trial secondary organization, you can convert (aka Link) this organization as a secondary into an existing multi-org primary account. Below you can find the steps to perform this linkage.

Pre-requisites to perform this linking are: 

1. You have to an administrator in the main (primary) account under which you intend to add this secondary. Let's call this the target organization.
2. You also have to an administrator in the organization that you want to convert over. Let's call this the source organization. 
3. The source organization has to be a top-level, standalone, trial non-expired organization. 

If you are not an admin in either the source or the target organization, ask the admin in the respective organization to add you as an administrator, or ask someone who is already an administrator in both the organizations.

These pre-requisite ensure that only administrators can perform this action and both organizations belong to the right person. They also ensure that a paid standalone organization is not accidentally converted into a secondary.

Once you have met these pre-requisites. 

1. Log into the main (primary) organization
2. Navigate to the Organizations menu on the left navigation bar
   1. If you dont see this menu, than the current organization is not setup as a multi-org account. You will have to contact Pipe17 support to convert this account as multi-org.
3. On the main page, you will see all the current secondary organizations in the account.
4. On the top right corner, above the secondary org list, you should see "Add Organization" button. Click on it.
5. The button will drop down into 2 options - Link organization, New organization
6. Click on "Link organization" since we are trying to convert (aka Link) another organization as secondary in this primary account.

1. You will see a dialog showing you a list of eligible organization that you can convert (aka link) into this main account.
   1. NOTE: You will only see those that are standalone trials, and you are one of the administrator in the account.  
2. Select the organization(s) you want to convert
   1. NOTE: You can select more than one organization here for mass conversion.
3. Click Next

1. You will see a confirmation dialog.
2. Verify you have selected the correct organization(s).
3. Click Proceed.
4. You should see a green success floating bar indicating the organization(s) was converted as secondary in this primary organization.

1. You can go back to the organization list from where you started this linking flow and ensure the organization(s) you just converted is on the list now.
2. Done!

How to convert a Secondary organization to a top-level (primary) organization?

There is no self-service way to do this conversion. Please contact support@pipe17.com for assistance in this conversion.