Manage Organizations and Properties

Add Organizations

When you sign in successfully with the Privacy Pillar CMP portal, you can add organizations to your account. The following is the procedure to add an organization.

Prerequisites: The following details of the organization that you want to add to your account are required.

- Organization Name
- Address
- Email id
- Phone number (optional)
- Tax ID (optional)
- City
- State
- Zip code

On the top-right of your account home page, click the profile icon, and then click Organizations.
The Organizations page appears.
Click Add Organization.
Add Organization details appears.
Enter all the details of the organization and click Save.
Note: If you want to add your phone number select your country from the drop-down, then enter your phone number. You can also follow the placeholder to enter your phone number.

Add Property details pop-up appears.
Enter the Property Name and Website URL of the property.

- An Add Subdomain link will appear underneath the Website box after the URL has been entered.

- Click the link and type the Sub Domain's name if your website has Sub Domains.

- Click on the icon to add more Sub Domains.

- If you want to remove any Sub Domain, then click on .

- The Logo URL is optional, then click on Save.

Edit Organizations / Manage Properties

You can edit or update the details of any organization whenever you want. Follow the steps to edit the basic details of an organization.

Go to Organizations.
A list of organizations of your account appears.
Click View to edit the details of an organization.
The Organizations Details appear.
Click Edit.
Edit any existing details and click Save.

Add more Properties to Organization

Follow the steps to add more properties to an organization.

Go to Organizations and click View an organization that you want to add a property to it.
Click Add Property.
Enter the property details and click Save.

Edit/Delete a Property

You can edit the details of an existing property also you can delete an existing property.

Go to Organizations and click View an organization that you want to edit or delete a property.
To edit the details of a property, click , then edit any details, and then click Save.
To delete a property, click .
Type “Delete” in the box and then click I understand the consequences, delete this property.

Manage Organization-Level Users

If you are the creator of the account, you are the “Super Administrator” as well as the default member of every organization in your account. But you can add other users to the organizations within your account and you can edit and delete the users.

How to Invite Organization-Level Users

You can invite a user to any organization of yours using the email id of the new user.

Note:

The organization-level users can view the organization only that he/she added to and the associated properties.
If you haven’t assigned an organization to any subscription, you can’t add users to that organization. In that case, if you click Invite User, it shows the message below.

It means, that before adding a user, you must assign that organization to any subscription. On the message, click Manage Subscriptions to assign organization.
For more details about assigning organization, see Manage Subscriptions.
The limitation of the number of users to be added to an organization depends on the plan that has been subscribed to. For more details, see Subscribe to a Plan.

Go to Organizations and click View an organization that you want to add a user to.
In the Members table, click Invite User.
If you want to add a user who is new to your account, enter the First Name, Last Name, and email of the user, then select a role, select an option you want to enable 2FA for the user or not (to know more about 2FA see Activating Two-Factor Authentication), and then click Submit.
An invite email will be sent to the user. The user will be added once he/she accepts the invitation.
If you want to add an existing user (in this case, the existing user may be any company-level user or users from another organization of your company), click the Existing User tab.
Enter the email id of the user, then select a role, select an option you want to enable 2FA for the user or not, and then click Submit.
The invited user can accept and log in using the invitation email. For more details, see How the Invited User can Accept and Log in.

Edit Organization-Level User Details

You can change the first name or last name and role of a user in an organization.

Go to Organizations and click View an organization that you want to update a user in it.
Right to the user that you want to update, click .
You can't edit the email id of the user. But you can edit the First Name, and Last Name, change the User's role, and then click Submit.

Delete Organization-Level Users

You can delete any user from an organization.

Right to the user that you want to delete, click .
Type “Delete” in the box and then click I understand the consequences, delete this team member.

Create Centralized Senders

Using SendGrid

Go to Organizations and click View an organization, where you want to add centralized senders.
Click "Configure Sender", then select "SendGrid".
Create a new sender pop-up appears.
In From Email, enter an email id of an active organization member of your Privacy Pillar account. Or, if you enter a non-member email id, you must verify that email id via the confirmation email that receives after the form submission.
Enter all other form fields, and click "Submit".
- In the same way, you can create more senders and select the senders from the list.

Using SMTP(Simple Mail Transfer Protocol)

Go to Organizations and click View an organization, where you want to add centralized senders.
Click "Configure Sender", then select "SMTP" from the dropdown.
SMTP Configuration pop-up appears.
In the SMTP Details section, enter the required data for the following fields:
- SMTP Name: Enter the name you wish to give to the SMTP Configuration.
- Sender Name: This name appears in the recipient's inbox when they receive an email.
- Sender Email: Enter the email from which you wish to send the Emails.
In the SMTP Server Setting section, enter the required data for the following fields:
- SMTP Server: Enter the SMTP server name. It usually looks like smtp.serveraddress.com
- SMTP Port: Enter the Port number as per your SMTP service provider.
- Security Protocol: Choose TLS or SSL depending on what your service provider supports.
In the Authentication section, enter the required data for the following fields:
- Username: It is used to authenticate a user's email client or sending software when connecting to an SMTP server. Usually, it is the Email Address.
- Password: It refers to your email address(mailbox) password that you are using for signing into your account.
Note:
Depending on the service provider, you might need to generate an app password if MFA is enabled for your email account. For a hassle-free setup, it is therefore advised to review the documentation before configuring the SMTP configuration.
Click here to know how to create App Password for Microsoft Office 365 account.
Once all required fields have been completed, the "Test Connection" button becomes active. In order to verify your SMTP credentials, click on it.
Click the "Save" button after the test connection has been successful.
Your SMTP configuration will be listed under the SMTP List.

Delete Organizations

You can delete an organization from your account which means this action doesn’t delete the organization permanently but disables the organization within your account.

Go to Organizations and click View an organization that you want to delete.
Click Delete, then type “Delete” in the box, and then click I understand the consequences, delete this organization.

Enable Deleted/Disabled Organizations

If you have a disabled/deleted organization in your account, you can enable it whenever you want without any loss of the original data.

Go to Organizations.
A list of organizations appears. If you have a disabled/deleted organization, it shows the Enable button right to the organization.
Click Enable.
It enables back the organization without loss of the original data.