Organization Management¶

This guide covers managing shared organizations in CIQ Portal. Organization management features are available to users with the Admin role.

Access organization management at https://portal.ciq.com/manage.

Organization Types¶

My Account (Personal)¶

Every user has a personal account, shown as "My Account" in the organization switcher. Personal accounts:

Have a single member (you)
Provide access to non-commercial and publicly available CIQ software
Have their own access token

Shared Organizations¶

Shared organizations are for CIQ customers accessing commercial software. They support:

Multiple members with different roles
Commercial product licenses
Full organizational management features

You can create a shared organization during account signup or at any time from the Portal.

Roles¶

Role	Access Products	View Token	Access Support	Manage Org
Admin	Yes	Yes	Yes	Yes
User	Yes	Yes	Yes	No
Support Only	No	No	Yes	No

Members¶

View and manage organization membership at Manage > Members:

See all current members with their roles
Search and filter members by role
Change a member's role (Admin, User, Support Only)
Remove members from the organization

Invites¶

Invite new users at Manage > Invites. There are two ways to send invitations:

Invite User¶

Click + Invite User to send a single invitation:

Enter the email address of the person you want to invite
Select their initial role (Admin, User, or Support Only)
Send the invitation

Bulk Invite Users¶

Click + Bulk Invite Users to invite multiple people at once.

Managing Pending Invitations¶

The Invites tab shows all pending invitations with their expiration date, email, and assigned role. From the Actions menu on each invitation, you can:

Resend: Send the invitation email again
Revoke: Cancel the invitation

Invitations expire after one week. If an invitation expires, you'll need to send a new one.

Licenses¶

View your organization's licenses at Manage > Licenses:

See which products your organization can access
View license types: Trial, Free, Developer, or Enterprise
Check subscription start and end dates
Trial and developer licenses may include node limits; check the license details for specifics

License Expiration

When a license reaches its end date, access to the associated products and repositories is revoked. Contact your CIQ account representative or sales@ciq.com to renew.

Legacy Support Users¶

The Legacy Support Users tab shows support-only users migrated from legacy systems.

Access Token¶

Manage your organization's access token at Manage > Access Token:

View your current access token (click to expand)
Copy credentials for use in tools and scripts
Regenerate the token (creates a new one)
Depot Client installation link for quick access

Token Regeneration

Your organization has one active access token at a time. Regenerating the token immediately revokes the existing token. All systems using the old token will stop working and need to be updated.

There is no automatic notification when a token is regenerated. The action is recorded in the Event Log.

Only admins can regenerate tokens.

Event Log¶

View organization activity at Manage > Event Log:

The event log provides an audit trail of actions within your organization. Events are categorized by type:

Authentication: Login and access events
Licensing: License changes and activations
Organization: Membership and settings changes
Security: Token regeneration and security-related actions
Support: Support ticket activity
System: System-level events

You can:

Filter events by type and date range
Search for specific events
Export event data to CSV
View details of individual events

Settings¶

Manage organization details at Manage > Settings:

Organization name: Your organization's display name
Contact name: The primary contact person
Contact email: The primary contact email
Company name: Your company name
Support ticket visibility: Controls whether organization members see only their own support tickets, or all tickets for the organization