Organizations Quick Reference

Quick tips and shortcuts for managing your organizations.

Common Tasks

Task	Steps
View organizations	Go to Organizations menu
Create organization	Click "Create Organization" → Enter name → Click "Create"
Invite member	Click organization → Click "Invite Member" → Enter email → Select role
Change member role	Click organization → Find member → Click role dropdown → Select new role
Remove member	Click organization → Find member → Click delete icon → Confirm
View secrets	Click "Organizational Secrets" tab
Create secret	Click "Add Secret" → Enter name and value → Click "Create"
View workloads	Click "Workloads" tab
Migrate organization	Click migrate icon on organization card → Select destination → Confirm

Member Roles at a Glance

Role	Create	Update	Delete	Invite	Permissions
Admin	✓	✓	✓	✓	Full control
Member	✓	✓	-	-	Limited control
Viewer	-	-	-	-	Read-only

Organization Naming Tips

✓ Use descriptive names
✓ Include context
✓ Keep it concise
✓ Use common separators (-, _)

Examples:

• Production-US-East
• Development_Team
• Client_Project_Staging

Member Invitation Status

• ⏳ Invited - Waiting for acceptance
• ✅ Active - Member is active in organization

Secret Management Checklist

• Use clear, descriptive names
• Store sensitive data securely
• Rotate credentials regularly
• Document what each secret is for
• Remove unused secrets
• Limit who can access secrets

Before Migrating

• Notify your team
• Backup important data
• Verify destination organization
• Plan for timing
• Check team permissions

Organization Security

✓ Use Admin role sparingly
✓ Review members regularly
✓ Remove inactive users
✓ Use strong secret values
✓ Rotate credentials periodically
✓ Limit secret access

Tips for Success

1. Keep organizations organized - Use clear naming
2. Document purpose - Know what each org is for
3. Regular reviews - Check members monthly
4. Secure secrets - Treat secrets as sensitive data
5. Plan migrations - Don't rush big changes
6. Monitor workloads - Keep watch on running apps
7. Backup data - Keep important data safe

Keyboard Shortcuts

Action	Shortcut
Focus search	Ctrl + K or Cmd + K
Create organization	Ctrl + Shift + O (if available)
Refresh	F5

Role Quick Decision Guide

Choose ADMIN if:

• Person manages the organization
• Person invites/removes members
• Person owns important projects

Choose MEMBER if:

• Person develops/deploys applications
• Person manages workloads
• Person needs to create resources

Choose VIEWER if:

• Person only needs to see status
• Person is read-only observer
• Person is stakeholder/manager

Troubleshooting at a Glance

Problem	Solution
Can't invite member	Check email validity, verify permissions
Member not appearing	Refresh page, wait a moment
Can't create organization	Verify name is valid, check permissions
Migration failed	Check destination, verify permissions
Can't access secrets	Verify organization membership, check role

Common Secret Names

DATABASE_PASSWORD_PROD

DATABASE_PASSWORD_DEV

API_KEY_STRIPE

API_KEY_GITHUB

SLACK_WEBHOOK_URL

SENDGRID_API_KEY

AWS_ACCESS_KEY_ID

AWS_SECRET_ACCESS_KEY

JWT_SECRET

SESSION_SECRET

REDIS_URL

MONGODB_URI

GITHUB_OAUTH_TOKEN

ENCRYPTION_KEY

Member Email Format

Required format:

[email protected]

[email protected]

[email protected]

Invalid formats:

user (no domain)

@example.com (no username)

user@domain (no TLD)

Status Indicators Meaning

Indicator	Meaning
🟢 Green	Everything working
🟡 Yellow	Warning or starting
🔴 Red	Error or stopped
⚪ Gray	Initializing

Best Time to Perform Actions

✓ Create organizations - Anytime
✓ Invite members - During onboarding
✓ Change roles - As needed
✓ Migrate organizations - During low-traffic periods
✓ Update secrets - Outside business hours if possible
✓ Review members - Monthly or quarterly

Remember

• Always backup important data before major changes
• Notify your team before migrating or major changes
• Test with non-critical resources first
• Keep secrets secure and don't share via chat
• Review access permissions regularly
• Document your organization structure

Need Help?

• Creating organizations - See Organizations Overview
• Managing members - See Managing Members
• Secrets - See Organizational Secrets
• Workloads - See Manage Workloads
• Migration - See Migrating Organizations