Organizations use case example
Let us take a look at the case of a short term rental management company called Fictitious R. M. Co..
They have multiple user groups and cooperate with partners to provide their customers a great experience with their real estate. They have customers, the people whose properties they manage; and partners, who take care of and tend to the properties, for example cleaning services, gardening services, etc.
This real estate management company has native apps (Android and iOS) and web apps.
Organizations with Identity Cloud helps simplify and streamline the signup and authentication setup for each.
Where to start
1. Identify user groups
First off, they need to identify their user groups, in other words the organizations in their entity.
Besides their customers, Fictitious R. M. Co. identifies the following user groups:
- Partners, who take care of and tend to the properties:
- Fictitious Gardeners Co., a company who relays gardening services from professionals, such as self-employed gardeners, or other gardening partner businesses.
- Fictitious Cleaners Co., a company who relays cleaning services from their employed cleaners.
- Departments, in-house team(s) of their own business who take care of certain aspects of the business, for example the IT Department, who are responsible for administrator roles.
2. Review branding, authentication and signup needs
Next, they need to think about the specifics of the signup and login experiences. This includes branding, self-services signup preferences and authentication preference for these groups.
With Identity Cloud you can use the branding settings defined under the Signup/Login > Branding > Brand elements area of your Management console (referred to as default settings going forward) or you can set a personalized name and logo with organizations.
Fictitious R. M. Co. identifies the following about the branding needs of their groups:
- Their Partners' branding requirements: Both partner user groups want to use their own logo.
- Their in-house Departments's branding needs: Fictitious R. M. Co. wants to use their default logo for their IT departments signup and login page.
With Identity Cloud you can use the default authentication settings defined under the Signup/Login / Authentication area of the Management console (referred to as default settings going forward), or you can override the default settings and have the users of an Organization use their enterprise or workspace type login (Microsoft enterprise of Google workspace).
Fictitious R. M. Co. identifies the following about the login and authentication needs of their groups:
- Their Partners's login requirements: Both partner groups use Google Workspace and their employees each have company emails. Fictitious R. M. Co. requires them to use their work email for login.
- Their in-house Departments' login requirements: Fictitious R. M. Co. uses Microsoft Enterprise and they require their employees to use their work email for login.
With Identity Cloud you can use the signup settings defined under Signup/Login > Branding / Signup section of your Management console (referred to as default settings going forward) or choose to override the default settings.
For signup you can choose to allow or restrict self-service signup for each organization.
Fictitious R. M. Co. identifies the following about the signup needs of their groups:
- Their Partners' signup requirements: Fictitious R. M. Co. wants to enforce only invite based signup for all of their partners, so they do not want to enable self-service signup.
- Their in-house Departments' signup requirements: Fictitious R. M. Co. allows their own employees to sign up on their own.
How to set it up
After Fictitious R. M. Co. has their user groups and login flows all figured out, they are ready to set it up in the Identity Cloud Management console.
For their Customers' the default branding and authentication preferences applied under the Signup/Login section of their Management console are used. They configure the branding needs under the Signup/Login > Branding section and the authentication requirements under the Signup/Login > Authentication section of the Management console.
For Organizations they can override the default logo, authentication and signup settings applied under Signup/Login. They add these personalized settings for each user group in the respective organizations' setup.
For each of their user groups they go through the following steps:
- Create the organization.
- Define the authentication preferences.
- Define the signup preferences.
- Assign users to the organizations.
Once the organization setup is completed for all groups, Fictitious R. M. Co. are ready to go.
The details of an Organization, such as authentication preferences, logo, domain, users, can be edited anytime.
Once an organization is no longer needed, it can also be deleted.
You can find more information about how Organizations work with Identity Cloud under the Organizations chapter.
Learn more about how signup and login flows work with organizations in our concept document.