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-EastDevelopment_TeamClient_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
- Keep organizations organized - Use clear naming
- Document purpose - Know what each org is for
- Regular reviews - Check members monthly
- Secure secrets - Treat secrets as sensitive data
- Plan migrations - Don't rush big changes
- Monitor workloads - Keep watch on running apps
- 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:
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