> For the complete documentation index, see [llms.txt](https://docs.cloudeka.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudeka.id/cloudeka_portal_service/organization/setting-organization.md).

# 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**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.43%20List%20Project%20Page.png" alt=""><figcaption><p>List Project</p></figcaption></figure>

* On the Setting Organization page there is User Organization information, namely.

<table><thead><tr><th width="182">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>User name in Organization</td></tr><tr><td><strong>Project</strong></td><td>Project name in Organization</td></tr><tr><td><strong>Role</strong></td><td>Role of user</td></tr><tr><td><strong>User Status</strong></td><td>Status of the user is it verified or not</td></tr><tr><td><strong>Status</strong></td><td>Status of the user is it active or inactive</td></tr><tr><td><strong>Created Date</strong></td><td>User creation time</td></tr><tr><td><strong>Action</strong></td><td>To perform an action on a user, such as edit or delete user</td></tr></tbody></table>

* Then click the **Edit Organization** button.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.44%20Setting%20Organization%20Page.png" alt=""><figcaption><p>Setting Organization</p></figcaption></figure>

* Fill in the data to be changed on the Edit Organization form namely.

<table><thead><tr><th width="197">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Details</strong></td><td>Description of Organization</td></tr><tr><td><strong>Address</strong></td><td>Organization address</td></tr><tr><td><strong>Phone Number</strong></td><td>Organization phone number</td></tr><tr><td><strong>NPWP Number</strong></td><td>Organization Taxpayer Identification Number, but the NPWP number cannot be changed</td></tr></tbody></table>

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.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.45%20Form%20Edit%20Organization.png" alt=""><figcaption><p>Edit Organization</p></figcaption></figure>

* 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".**

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.46%20Data%20Has%20Been%20Saved.png" alt=""><figcaption><p>Data has been saved</p></figcaption></figure>

## Add New User Organization

This menu is used to create new users in the organization.

* Click the **Organization** menu then select **Setting Organization**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.43%20List%20Project%20Page.png" alt=""><figcaption><p>List Project</p></figcaption></figure>

* On the **Setting Organization** page, click the **Add New User** button.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.48%20Setting%20Organization%20Page.png" alt=""><figcaption><p>Setting Organization</p></figcaption></figure>

* Fill in the Add New User form, namely.

<table><thead><tr><th width="183">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>User Name</strong></td><td>Name of user.</td></tr><tr><td><strong>Email</strong></td><td>Email address of user.</td></tr><tr><td><strong>Phone Number</strong></td><td>Phone number of user.</td></tr><tr><td><strong>Select Project</strong></td><td>To determine which project will be assigned to the user.</td></tr><tr><td><strong>Select Role</strong></td><td>To determine the role member.</td></tr></tbody></table>

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.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.49%20Form%20Add%20New%20User.png" alt=""><figcaption><p>Add New User</p></figcaption></figure>

* If the data is successfully saved, a pop up will appear **"Data has been saved! Your data has been submitted".**

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.50%20Data%20Has%20Been%20Saved.png" alt=""><figcaption><p>Data has been saved</p></figcaption></figure>

* Then you will be asked to create a new password.

<table><thead><tr><th width="223">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Password</strong></td><td>Consist of a minimum of 8 characters using a combination of uppercase, lowercase, numbers &#x26; 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: <strong>must include the symbol</strong>.</td></tr><tr><td><strong>Confirm New Password</strong></td><td>Re-type your new password</td></tr></tbody></table>

* Click the **Create Password** button to save the new password.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.51%20Form%20Create%20Password.png" alt=""><figcaption><p>Create Password</p></figcaption></figure>

* If the new password is successfully saved, a pop up will appear **"Success. New password has been created"**

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.52%20New%20Password%20Has%20Been%20Created.png" alt=""><figcaption><p>New Password Has Been Created</p></figcaption></figure>

* After that, the new member data will appear on the Setting Organization page.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.53%20Setting%20Organization%20Page.png" alt=""><figcaption><p>Setting Organization</p></figcaption></figure>

## 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**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.54%20List%20Project%20Page.png" alt=""><figcaption><p>List Project</p></figcaption></figure>

* In the Action column, click **More**, then select **Edit**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.55%20Setting%20Organization%20Page.png" alt=""><figcaption><p>Setting Organization</p></figcaption></figure>

* Fill in the Edit Member form, namely

<table><thead><tr><th width="278">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Member Name</strong></td><td>Name of user.</td></tr><tr><td><strong>Email</strong></td><td>Email address of the user.</td></tr><tr><td><strong>Phone Number</strong></td><td>Phone number of the user</td></tr><tr><td><strong>Select Project</strong></td><td>To determine which project will be assigned to the user.</td></tr><tr><td><strong>Select Role</strong></td><td>To determine the role user.</td></tr></tbody></table>

Then click the **Save** button to save the changed data or **Cancel** if you don't want to save the data.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.56%20Form%20Edit%20User.png" alt=""><figcaption><p>Edit User</p></figcaption></figure>

* 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"**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.57%20Data%20Has%20Been%20Saved.png" alt=""><figcaption><p>Data Saved Successfully</p></figcaption></figure>

## 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**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.58%20List%20Project%20Page.png" alt=""><figcaption><p>List Project</p></figcaption></figure>

* In the **Action** column, click **More**, then select **Delete**.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.59%20Setting%20Organization%20Page.png" alt=""><figcaption><p>Organization Settings</p></figcaption></figure>

* Click the **Yes** button to delete member data or click the **Cancel** button if you don't want to delete member data.

<figure><img src="https://putri.box.cloudeka.id/cloudeka-assets/static/images/1serviceportal/1.60%20Warning%20Delete%20.png" alt=""><figcaption><p>Warning Delete</p></figcaption></figure>
