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Organization Setup

This guide covers setting up your Datalinx AI organization, configuring settings, and managing organizational resources.

Creating an Organization​

Initial Setup​

When you first sign up for Datalinx AI, you'll create your organization:

  1. Enter your organization name
  2. Choose a unique organization slug (used in URLs)
  3. Select your primary region
  4. Configure initial settings
Organization Setup:
┌─────────────────────────────────────────────┐
│ Organization Name: Acme Corporation         │
│ Organization Slug: acme-corp                │
│ Primary Region: US East                     │
│ Industry: Retail                            │
└─────────────────────────────────────────────┘

Organization URL​

Your organization URL follows this pattern:

https://app.datalinx.ai/org/{organization-slug}

Organization Settings​

General Settings​

Access settings via Settings → Organization:

SettingDescription
NameDisplay name of your organization
SlugURL-friendly identifier (cannot be changed)
LogoOrganization logo shown in the UI
Time ZoneDefault time zone for reports and scheduling
Date FormatPreferred date display format

Security Settings​

Configure organization-wide security policies:

Password Policy​

Password Requirements:
  Minimum Length: 12
  Require Uppercase: true
  Require Lowercase: true
  Require Numbers: true
  Require Special Characters: true
  Password Expiry: 90 days
  Password History: 5 previous passwords

Session Settings​

Session Configuration:
  Session Timeout: 60 minutes
  Idle Timeout: 15 minutes
  Max Concurrent Sessions: 3
  Remember Me Duration: 30 days

Multi-Factor Authentication​

MFA Settings:
  Required for Admins: true
  Required for All Users: false
  Allowed Methods:
    - TOTP (Authenticator App)
    - SMS (Enterprise only)
    - Hardware Keys (Enterprise only)

Single Sign-On (SSO)​

Configure SSO for enterprise authentication:

SAML Configuration​

SAML Settings:
  Entity ID: https://app.datalinx.ai/saml/acme-corp
  ACS URL: https://app.datalinx.ai/saml/acme-corp/acs

  Identity Provider:
    Metadata URL: https://idp.example.com/metadata.xml
    # OR manual configuration:
    SSO URL: https://idp.example.com/sso
    Certificate: [uploaded]

  Attribute Mapping:
    Email: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress
    First Name: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname
    Last Name: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname

Workspace Management​

Default Workspace Settings​

Configure defaults for new workspaces:

Default Workspace Settings:
  Auto-create Git Repository: true
  Default Target Schema: Commerce
  Enable AI Mapping Suggestions: true
  Data Retention: 90 days

Workspace Quotas​

Set limits per workspace:

QuotaDefaultEnterprise
Sources per Workspace10Unlimited
Pipelines per Workspace25Unlimited
Users per Workspace50Unlimited
Storage per Workspace100 GBCustom

Integration Settings​

GitHub Integration​

Connect your organization to GitHub:

  1. Navigate to Settings → Integrations → GitHub
  2. Click Connect GitHub
  3. Authorize Datalinx AI to access your repositories
  4. Select organization and repository access

Webhook Configuration​

Set up custom webhooks:

Webhook Settings:
  URL: https://your-server.com/webhook
  Secret: ********
  Events:
    - pipeline.completed
    - pipeline.failed
    - mapping.created
    - user.invited
  Retry Policy:
    Max Retries: 3
    Retry Delay: 60 seconds

Billing and Usage​

Usage Monitoring​

Track resource usage across your organization:

Organization Usage:
┌─────────────────────────────────────────────┐
│ Workspaces: 12 / 25                         │
│ Active Users: 45 / 100                      │
│ Pipeline Runs (this month): 1,234           │
│ Data Processed: 2.3 TB                      │
│ API Calls: 45,678                           │
└─────────────────────────────────────────────┘

Audit Logs​

Viewing Audit Logs​

Access audit logs via Settings → Audit Logs:

  • Filter by user, action type, or date range
  • Export logs for compliance reporting
  • Set up alerts for specific events

Best Practices​

Security​

  1. Enable MFA for all administrator accounts
  2. Use SSO when available for centralized authentication
  3. Review audit logs regularly for suspicious activity
  4. Rotate API keys and credentials periodically

Organization Structure​

  1. Plan workspace organization before creating workspaces
  2. Use consistent naming conventions across workspaces
  3. Document access policies and share with team members
  4. Set up proper role hierarchy from the start
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