Organization
The Organization menu is the root node in the Cloudeka resource hierarchy and is the super node in the project hierarchy.
Managed Role Organization
This menu is used to grant/set user permission to do task in Cloudeka application. This helps the organization assign/deploy tasks to the right people. There are basically 2 roles on Cloudeka, namely:
a. Owner : can view and change all features.
b. Member : default role for each organization, this role only allows you to see all features.
Create New Role
Allows you to create custom roles that help you determine the principle with the lowest privilege, it helps ensure that your principles only have the permissions they need. To create a New Role, click the Organization menu then select the Manage Role menu.
List Project Page
- On the Manage Role page, click the Create New Role button.
Manage Role Page
- Fill in the form Create Role there are:
Create Role Form
| Column | Description |
|---|---|
| Role Name | Role name that will be create |
| Description | Role description, ex: admin member |
| Privileges | To determine the service permission to be given to the user assigned the role |
On privileges, there are also the following field:
Privileges
| Column | Description |
|---|---|
| Access | To determine what services will be granted access |
| Permission | To determine whether or not permission is granted for the service |
| Editor | If you tick in the editor field, then it gives access to full access |
| Viewer | If you tick in the viewer field, then it gives access to read only |
If you have finished filling out the form, click the Save Role button to save or cancel if you don’t want to create a role.
Create Role Form
- The new role will appear on the Manage Roles page.
Manage Role Page
Edit Role
If you want to change the Role data, on the Manage Role page there is an Action column, click the Edit button.
Manage Role Page
- Change the data as you need, there are:
Edit Role Form
| Column | Description |
|---|---|
| Role Name | Role name that will be create |
| Description | Role description, ex: admin member |
| Privilage | To determine the service permission to be given to the user assigned the role |
Then click the Save Role button to save the changed data or click cancel if you don’t want to change the data.
Edit Role Form
- After that it will return to the Manage Role page.
Manage Role Page
Delete Role
If you want to delete a Role on a Manage Role page that contains an Action column, click the Delete button.
Image 1.48 Manage Role Page
- A warning will appear, if you really want to delete click the Delete button, if you don’t want to delete click the Cancel button.
Image 1.49 Warning Delete Role
- A pop up will appear “Data has been deleted!. Role data has been deleted”.
Image 1.50 Delete Data Information
- When finished deleting will Return to page Manage Role.
Image 1.51 Manage Role Page
Setting Organization
This menu is used to manage organizational data that is already stored in the Cloudeka application.
Edit Organization
The following are the steps if a customer wants to make changes to organizational data.
- Click the Organization menu then select Setting Organization.
List Project Page
- On the Setting Organization page there is User Organization information, namely
Setting Organization
| Column | Description |
|---|---|
| Name | User name in Organization |
| Project | Project name in Organization |
| Role | Role of user |
| User Status | Status of the user is it verified or not |
| Status | Status of the user is it active or inactive |
| Created Date | User creation time |
| Action | To perform an action on a user, such as edit or delete user |
- Then click the Edit Organization button.
Setting Organization Page
- Fill in the data to be changed on the Edit Organization form namely
Edit Organization Form
| Column | Description |
|---|---|
| Details | Description of Organization |
| Address | Organization address |
| Phone Number | Organization phone number |
| NPWP Number | Organization Taxpayer Identification Number, but the NPWP number cannot be changed |
Then click the Update button if you want to save the data changes or click the Cancel button to return to the Setting Organization page without saving.
Edit Organization Form
- If the data is successfully saved, a pop up will appear “Data has been saved! Your data has been submitted. Please wait if the data has not appeard”.
Data Has Been Saved
Add New User Organization
This menu is used to create new users in the organization.
- Click the Organization menu then select Setting Organization.
List Project Page
- On the Setting Organization page, click the Add New User button.
Setting Organization Page
- Fill in the Add New User form, namely
Add New User Form
| Column | Description |
|---|---|
| User Name | Name of user. |
| Email address of user. | |
| Phone Number | Phone number of user. |
| Select Project | To determine which project will be assigned to the user. |
| Select Role | To determine the role member. |
After that click the Add button to save the new member data or click the Cancel button if you don’t want to create new data.
Add New User Form
- If the data is successfully saved, a pop up will appear “Data has been saved! Your data has been submitted”.
Data Has Been Saved
- Then you will be asked to create a new password.
Create Password Form
| Column | Description |
|---|---|
| Password | Consist of a minimum of 8 characters using a combination of uppercase, lowercase, numbers & symbols. It is made for the security of customer data. If the password created does not match the requirements, a warning will appear, for example: must include the symbol. |
| Confirm New Password | Re-type your new password |
- Click the Create Password button to save the new password.
Create Password Form
- If the new password is successfully saved, a pop up will appear “Success. New password has been created”
New Password Has Been Created
- After that, the new member data will appear on the Setting Organization page.
Setting Organization Page
Edit User Organization
Edit User Organization is used to change user data in the organization. Here are the steps.
- Click the Organization menu then select Setting Organization.
List Project Page
- In the Action column, click More, then select Edit.
Setting Organization Page
- Fill in the Edit Member form, namely:
Edit Member Form
| Column | Description |
|---|---|
| Member Name | Name of user. |
| Email address of the user. | |
| Phone Number | Phone number of the user |
| Select Project | To determine which project will be assigned to the user. |
| Select Role | To determine the role user. |
Then click the Save button to save the changed data or Cancel if you don’t want to save the data.
Edit User Form
- If the data is successfully saved, a pop up will appear “Data has been saved! Your data has been submitted. Please wait if the data has not appeared”.
Data Has Been Saved
Delete User Organization
Delete User Organization is used to delete user data in the organization. Here are the steps.
- Click the Organization menu then select Setting Organization.
List Project Page
- In the Action column, click More, then select Delete.
Setting Organization Page
- Click the Yes button to delete member data or click the Cancel button if you don’t want to delete member data.
Warning Delete
