This topic outlines the required tasks that the organization administrator must do when setting up the organization for the first time.
Assign organization roles.
All users in the organization inherit the roles assigned at the organization level. Assign only the roles that are applicable at end‑user level, such as the Print Release Management User role. For more information on the roles, see Understanding roles.
For an organization that has multiple child organizations, create a Child Organization Access Group, and then assign the group roles.
A Child Organization Access Group can be used to manage user access to all the child organizations. For more information, see Managing the Child Organization Access Group.
Create groups within the organization, and then assign the group roles.
Groups can be created to manage the users in the organization and establish a common set of roles. Members of the group inherit the roles and permissions that are assigned to a group. For more information, see Managing groups.
Set the password requirements.
Create users, import users, or configure the authentication provider to generate users automatically.
The Account Management web portal lets you create individual users. For organizations with many users, a batch import can be done using a CSV file. For more information, see Managing users.
Add users to a group.
Assign user roles.