Organizations

IMPORTANT: This page is currently under construction.

This page includes:

• Organizations
  • About organizations
  • Organization hierarchy
  • Admin user permissions
  • Propagating settings from a parent organization to child organizations
  • Selecting an organization in Perception Point X‑Ray
  • Organization setup - Best practices
  • Organization types
  • Understanding the Organizations page
  • Adding an organization
  • Modifying an existing organization
  • Deleting an organization

About organizations

The Organizations page enables you to manage the organizations in your Perception Point X‑Ray deployment.

To open the Organizations page:

• In Perception Point X‑Ray, in the left navigation menu, select Account > Organizations.

Any admin user with the "Admin" role [or higher] can access the Organizations page.

Organization hierarchy

Organizations may be in a structured hierarchy. Typically, there is a single parent organization and a number of child organizations. Organizations can't have more than these 2 levels. That is, a child organization can't be the parent of another child organization.

• Typically, the parent organization is used to manage and monitor the child organizations.

• Scanning should not be performed in parent organizations - scanning should be configured to occur in child organizations only.

Admin user permissions

A person who is an admin in the parent organization will be able to access all the child organizations - even though the admin is not registered in the child organizations. This applies only when the parent is an MSSP-type organization. Admin users in all other organizations-types can access their organization only - and not any child organizations in which they are not registered. An admin user in a child organization can access that child organization only.

Propagating settings from a parent organization to child organizations

In most cases, configurations that are set in a parent organization are NOT applied [propagated] to the child organizations. However, when any of the following are configured in a parent organization, the configurations are applied to the child organizations as well:

Configuration	For more information, see...
Allow lists	Allowlists
Block lists	Blocklists
Disclaimers	Disclaimers
Custom logos	Customizing Perception Point X‑Ray

When a setting is propagated from a parent organization to a child organization, and the child organization has the same setting - but set to a different value - the setting in the child organization takes precedence.

Selecting an organization in Perception Point X‑Ray

If you are an admin that has access to a parent organization and the associated child organizations, then you'll be able to select which organization to display in Perception Point X‑Ray. Use the drop-down on the left side of the Perception Point X‑Ray banner to select the required organization. All information displayed in Perception Point X‑Ray will relate to the selected organization.

Child organizations are shown slightly indented []:

If you are an admin in a child organization only, then you won't be able to select an organization in Perception Point X‑Ray - Perception Point X‑Ray will always be associated with your single child organization.

Organization setup - Best practices

• When you give a name to the parent organization, try to include a word similar to "Parent" or "Main" in the organization name. This will make it easier to identify the parent organization. For example, you could give a name such as:

  Acme.com [Parent]

  or

  Acme.com [Main]

• For any organization, only a single type of email service integration [Microsoft 365, Google Workspace, or "other"] can be enabled at any time.

  In addition, for incoming Microsoft 365 email integrations, either Inline or API can be configured - not both of them simultaneously.

Organization types

The Organization type defines the view and edit permissions of admin users in the organization - in Perception Point X‑Ray. Some organization types are applicable to parent organizations only, and some organization types are applicable to child organizations only.

Parent organization types

[These organizations may have child organizations]

MSSP	This organization is used to manage the child organizations. No scanning should be configured to occur in this organization. Scanning should be configured in child organizations only. Default child type: MSSP customer
Reseller	Default child type: Indirect Customer
Distributor	Default child type: Indirect Customer
Multi-organization	For direct organizations that have child-organizations for different business units, channels etc… Default child type: Indirect Customer

Child organization types

[These organizations can't have child organizations]

Direct customer	Has no parent organization and no child organizations.
MSSP customer	This is a child organization under an MSSP parent organization. An admin-user in an MSSP customer organization won't have access to the Organizations page and the Licensing page in Perception Point X‑Ray.
Indirect customer

The child organization types that are available for a specific organization depend on the organization type of the parent organization.

Understanding the Organizations page

The Organizations page shows a table with details about your organizations in Perception Point X‑Ray.

• If you select a parent organization, then the Organizations page shows all the organizations that you have access to - the parent organization and all the child organizations.

  • To locate the parent organization, look for an organization that has "NFR" as the Contract type.

• If you select a child organization, then the Organizations page shows only that child organization.

• Use the available controls to filter the organizations that are displayed.

  

The Organizations table includes the following information:

Active [Status]	[] The organization is protected by Perception Point X‑Ray. The organization is active. [] The organization is not protected by Perception Point X‑Ray. The organization is inactive. To activate an inactive organization, contact Perception Point Support. This procedure can't be done by an admin-user in Perception Point X‑Ray.
Name	The name of the organization. Note: After creating an organization, you can't modify the organization name - the organization name can be changed by Perception Point Support only. If necessary, contact Perception Point Support [support@perception-point.io] for assistance.
Contract	POC Proof-of-Concept: Typically indicates that the organization is currently being used for trial purposes. The organization will not be billed. An organization is moved from POC to Commercial by the Customer Success Manager. Contact your Customer Success Manager for details. The "Self Analyze" feature is not available to admin-users. Free Not currently used. Commercial The organization is a fully-fledged billed customer. An organization is moved from POC to Commercial by the Customer Success Manager. Contact your Customer Success Manager for details. NFR Not-for-resale: If the Contract Type is set to NFR, then the organization is awarded 15 "free" licenses. If the "license source" is Integration, then the number of billed licenses is reduced by 15. If the "license source" is Reported or Purchased, then the number of billed licenses is not reduced - as it is assumed that the Customer Success Manager has already taken this into account. The "Self Analyze" feature is not available to admin-users. NFR is typically used to experiment with different scenarios, and for demo purposes. It is typically given by vendors to their channel partners for testing.
Billed users	The number of billed users in this organization.
Recipients
Protection	Possible options: Follow URL: Species if URL links in emails should be clicked when the email is scanned. When URLs are followed: Exclude high reputation domains: Do not follow links that are included in high-reputation domains. Excluding high-reputation domains reduces the scanning time. Exclude unsubscribe links: Do not click on unsubscribe links. This prevents unintended un-subscriptions from being performed during scans. Block malicious: Shows which scan verdicts will be quarantined. Appears as Inactive if no scan verdicts are quarantined.
Channels	Shows which channels in the organization are enabled. For details about enabled channels, see Bundles and Channels. Note: A channel is protected only if it is enabled and then activated.

Adding an organization

If you are an admin user in a parent organization, you can add child organizations to the parent organization.

To add an organization

1. In Perception Point X‑Ray, in the left navigation menu, select Account > Organizations.

2. Click Add. The first page of the Add Organization wizard opens.

   For details on the available options, see Preferences.

   You can also assign bundles to an organization when you add a new organization. For details on bundles, see Bundles and Channels.

Modifying an existing organization

You may be required to modify an existing organization. You can modify only a sub-set of the information that is included in each organization.

To modify an existing organization:

1. In Perception Point X‑Ray, in the left navigation menu, select Account > Organizations.

2. Locate the organization that you want to modify, and then click the Edit icon [] on the right side.

   For details on the available options, see Preferences.

Deleting an organization

After an organization is created, the organization can be deleted only by Perception Point Support - admin-users in Perception Point X‑Ray aren't able to delete organizations.

Contact Perception Point Support [support@perception-point.io] for assistance.

See also: 

• Setup