Manually add organizations to Cloud User Hub

Cloud User Hub lets you manage both your and your customers' organizations from a single pane of glass. To view and manage organizations through Cloud User Hub, they must be active in Cloud User Hub and assigned a plan.

To onboard a customer's organization, navigate to Settings > Relationships > Organizations

  1. Click Organizations

  2. Search for and select the organization

  3. Once you have selected the organization, click Next to continue

  4. Choose the Cloud Business plan to apply to the organization

  5. Click Submit to confirm the selection and begin the onboarding process