> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cedarai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization

> Manage your organization hierarchy, layers, and access controls.

<Info>
  The Organization page becomes available after Cedar sets up your initial organization structure. Once enabled, you can manage your own organization hierarchy, including creating layers and assigning access.
</Info>

Once your organization is set up, the **Organization** menu item appears in the sidebar, allowing you to manage your organization's structure.

<Frame caption="Organization management page with hierarchy and bindings">
  <img src="https://mintcdn.com/cedaraiinc/3XL8_nY45kQdoBAs/images/admin/organization-page.png?fit=max&auto=format&n=3XL8_nY45kQdoBAs&q=85&s=c3c20d70f2718575cc0f8178b2219148" alt="Organization page showing hierarchy tree and role bindings" width="1440" height="900" data-path="images/admin/organization-page.png" />
</Frame>

## What you can do

<CardGroup cols={2}>
  <Card title="View hierarchy" icon="sitemap">
    See your organization's structure as a visual tree
  </Card>

  <Card title="Create layers" icon="layer-group">
    Add new organizational layers (divisions, regions, etc.)
  </Card>

  <Card title="Reparent items" icon="arrows-up-down">
    Drag and drop to reorganize the hierarchy
  </Card>

  <Card title="Manage bindings" icon="link">
    Assign roles and access at each level
  </Card>
</CardGroup>

## Understanding the hierarchy

The organization hierarchy is a tree structure that represents how your business is organized. Each level in the hierarchy can have:

* **Name** — A descriptive label for the layer
* **Child layers** — Sub-divisions nested underneath
* **Bindings** — Role assignments that grant access at this level

<Tip>
  Access is inherited down the hierarchy. Users with access to a parent layer automatically have access to all child layers beneath it.
</Tip>

## Create a new layer

Layers allow you to structure your organization into logical divisions (e.g., regions, departments, business units).

<Steps>
  <Step title="Click New Layer" icon="plus">
    From the Organization page, click the **New layer** button in the Hierarchy section.
  </Step>

  <Step title="Enter layer name" icon="pen">
    Give the layer a descriptive name that reflects its purpose in your organization.
  </Step>

  <Step title="Select parent" icon="sitemap">
    Choose the parent layer in the hierarchy. Select "No Parent" for a top-level layer, or choose an existing layer to nest underneath.
  </Step>

  <Step title="Create and configure" icon="check">
    Click **Create Layer**, then configure bindings to grant access at this layer level.
  </Step>
</Steps>

<Frame caption="Create Layer dialog">
  <img src="https://mintcdn.com/cedaraiinc/3XL8_nY45kQdoBAs/images/admin/create-layer-dialog.png?fit=max&auto=format&n=3XL8_nY45kQdoBAs&q=85&s=92af1e9b5271186ac263b765ef003445" alt="Create Layer dialog with name and parent selection" width="1440" height="900" data-path="images/admin/create-layer-dialog.png" />
</Frame>

### Dialog fields explained

| Field      | Description                                                                   |
| ---------- | ----------------------------------------------------------------------------- |
| **Name**   | A descriptive name for the layer (e.g., "West Region", "Operations Division") |
| **Parent** | The parent layer in the hierarchy, or "No Parent" for top-level layers        |

## Reorganize with drag and drop

You can rearrange the hierarchy by dragging layers to new positions:

1. Click and hold on a layer in the tree
2. Drag it to its new parent
3. Release to reparent the layer

<Warning>
  Reparenting a layer moves all its children and affects access inheritance. Users who had access through the old parent may lose access after the move.
</Warning>

## Manage bindings at each level

Each layer in the hierarchy can have its own bindings. Click on a layer to see and manage its bindings in the right panel.

| Column       | Description                                       |
| ------------ | ------------------------------------------------- |
| **Group**    | The user group that has access                    |
| **Role**     | The permissions granted                           |
| **Resource** | The scope of access (Organization, Carrier, etc.) |

<Note>
  Bindings at a higher level in the hierarchy cascade down to all child layers. You don't need to recreate bindings at every level.
</Note>

## Best practices

<AccordionGroup>
  <Accordion title="Mirror your business structure" icon="sitemap" defaultOpen>
    Design your hierarchy to match how your organization actually operates. This makes it intuitive for users to understand access levels.
  </Accordion>

  <Accordion title="Keep it simple" icon="minimize">
    Avoid creating too many layers. A deep hierarchy can be confusing and harder to manage. Most organizations work well with 2-4 levels.
  </Accordion>

  <Accordion title="Use descriptive names" icon="tag">
    Layer names should be immediately understandable. Avoid abbreviations or codes that require explanation.
  </Accordion>

  <Accordion title="Plan before you build" icon="clipboard-list">
    Sketch out your hierarchy before creating it. Reorganizing later is possible but affects access inheritance.
  </Accordion>
</AccordionGroup>

## Getting started with organizations

<Info>
  Organizations are set up by Cedar as part of the initial configuration. Contact your account representative to enable organization management for your account.
</Info>

To request organization setup:

1. Contact Cedar support or your account representative
2. Describe your organizational structure needs
3. Cedar will configure the initial structure in the [Tools](/user-docs/admin/tools-api-keys) page
4. Once set up, the Organization menu item appears and you can manage it yourself

## Related pages

<CardGroup cols={2}>
  <Card title="Tools & Advanced Settings" href="/user-docs/admin/tools-api-keys" icon="gear">
    Initial organization setup and advanced options
  </Card>

  <Card title="Bindings" href="/user-docs/admin/bindings" icon="link">
    Learn more about role bindings
  </Card>

  <Card title="User Groups" href="/user-docs/admin/user-groups" icon="users">
    Manage the groups that get access
  </Card>

  <Card title="IAM Concepts" href="/user-docs/iam/concepts" icon="list-tree">
    Deep dive into access control
  </Card>
</CardGroup>
