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Organizations

Introduction

The Management Console Organizations page provides administrators of a Jitterbit Harmony organization with the ability to define and manage who can use Harmony applications. For definitions of Jitterbit Harmony administrative terminology and an explanation of how organization role permissions and environment access levels work, see Jitterbit Harmony Permissions and Access.

Jitterbit Harmony organization administrators manage the information, preferences, and policies that apply across an entire organization.

Accessing the Organizations Page

To access the Organizations page, log in to the Jitterbit Harmony Portal, then use the Harmony Portal menu in the top left to go to Management Console > Organizations:

management console organizations

Note

Make sure you are accessing the desired organization, which can be changed in the top navigation bar (see Changing the Selected Organization in Jitterbit Harmony Portal).

Viewing Organizations

The top section of the Organizations page contains a table that shows all the organizations that you have access to:

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Initially, you have access to two organizations:

  • Jitterbit Harmony Organization: Identified in the table by the name of your company, this is the organization where you create and manage your company's integration projects.
  • Data Loader Organization: Identified in the table by your email address, this organization is used to load data into Salesforce via the Salesforce Bulk API. This organization may also be referred to as a personal organization, as you cannot invite other members to it.

Additional organizations are listed if you have been given access by an administrator of that organization.

  • Example 1: You are consulting as an integration specialist for multiple companies. Each of the organizations could give you access to assist in their integrations.
  • Example 2: The corporate structure of your company includes discrete divisions. In that case you could be an employee of one discrete division and working on integrations within separate divisions. An administrator of a division could give you access to their specific organization to assist with those division's integration projects.

Only the organization that is currently selected in the top navigation bar of the Harmony Portal is enabled for editing.

If you are an administrator of other organizations, use the dropdown that appears between your name and Help in the top navigation bar to switch between organizations and enable that organization for editing. The table will be refreshed to switch to the selected organization. Organizations that you can't administer are always disabled in the table.

To sort the organizations table, click any of the column headers.

Editing an Organization

On the far right of each row of the organizations table are the available Actions for administrators. Use the disclosure triangle to see options for editing the organization or its policies:

organizations actions menu

Edit Organization

Click Edit Organization to update basic information about your organization. Only the Name is used by Jitterbit Harmony.

edit organization

Edit Organization Policies

Click Edit Organization Policies to enable/disable or specify settings. Each configurable field or action is explained below.

edit organization policies

Note

Settings that do not apply to organizations using Jitterbit Harmony single sign-on (SSO) (SSO organizations) are noted.

  • User Management: These are the available user management settings:

    • Password Require Special Character(s): Requires at least one of these following special characters in the Harmony password for a registered member in an organization:

      ! # $ % _ < = >

      Note

      This setting does not apply to SSO organizations.

    • User Password Expires In: Requires the organization's active registered users to change passwords every X number of days (Default: 90). This setting does not apply to SSO organizations.

    • Inactivate User Accounts In: Deactivates any account registering no activity within X number of days (Default: 90). This setting applies to both Harmony and SSO organizations.

    • Password History: Requires users with a forgotten password not to re-use the last X number of used passwords (Default: 5). This setting does not apply to SSO organizations.

    • Two-Factor Authentication (TFA): Requires two-factor authentication (TFA). All of the organization's members will be required to enter a verification code emailed by Jitterbit (in addition to their username and password) when they sign in. They will be required to re-verify their devices every X number of days (Default: 30). If this setting is selected, then the setting TFA on Each Login, below, cannot be selected. This setting does not apply to SSO organizations.

    • TFA on Each Login: Requires two-factor authentication on every login as opposed to every X number of days. If this setting is selected, then the setting Two-Factor Authentication (TFA), above, cannot be selected. This setting does not apply to SSO organizations.

    • Member's Domains: Restricts access to the specified domains. Separate multiple domains using commas or semicolons.

    • Enable SSO: Enables SSO for all members of the Harmony organization, except for those included in the Bypass SSO list. For configuration details, see Enable SSO in Configure SSO in the Management Console.

    • Bypass SSO: Bypasses the SSO settings for any users specified in the Bypass SSO User Info dialog. For configuration details, see Bypass SSO in Configure SSO in the Management Console.

    • Enable Whitelist IP Range: Requires that the IP address — when logging in to the Harmony Portal or Design Studio, or when providing credentials during configuration of a Private Agent or Private API Gateway — be only from the specified IP range.

  • Agent Management: These are the available agent management settings:

    • Enable Remote Agent Configuration: Enables remote agent configuration through the Management Console (see View or Edit Jitterbit Conf in Agents > Agent Groups).

    • Override Schedule Agent Time Zone: Enables specification of the time zone in which all current and future schedules across an organization will run. This setting will be implemented only for schedules on agent version 10.40 or later.

      Note

      Any scripts that use date and time functions will not be overridden with your selected time zone.

    • Time Zone: Once enabled by Override Schedule Agent Time Zone, the Time Zone field will automatically populate with the time zone as reported by your browser. To select a different time zone, backspace on the populated time zone and select or type the desired time zone from the dropdown.

    • Disable Auto Connector Update: Select to suspend updates to Connector SDK-based connectors when using Private Agents. (Whether each Jitterbit-provided connector is based on the Connector SDK is noted in each connector's documentation.)

      When automatic connector updates are disabled, using its connection’s Test button no longer downloads the latest version of that connector to Private Agents. However, these connectors will still download the latest version of the connector after installing a new agent or when an agent’s PostgreSQL database is reset.

      You can manually force agents to download the latest version of affected connectors on the Agents > Agent Groups page, by selecting the Agent Group and using its Action menu to select Update connectors.

  • API Management: These are the available Harmony application settings:

  • Save: Saves any changes to the Edit Organization Policies dialog. The Save button is disabled unless changes have been made, with the exception of the Bypass SSO list.

  • Cancel: Closes the Edit Organization Policies dialog without saving. Changes to the Bypass SSO list are saved even if you cancel out of the Edit Organization Policies dialog.

Managing Permissions, Roles, and Members

Members of an organization must belong to at least one role, whose access within an organization is defined by permissions assigned to those roles.

The possible permissions are described below, followed by an explanation of the actions that administrators can take in the Roles and Members tabs of the Organizations page.

A member's access to a particular area of Jitterbit Harmony depends on the combination of their organization role's permissions and its environment access:

  • A role's permissions are defined by organization administrators at the organization level, as described below.
  • A role is granted access to an environment at the environment level, as described in Managing Role Access to Environments in Environments.
  • On the Environments page, you can further define role access to an environment to View Logs, Read, Execute, or Write.

  • When role access is granted to an environment, additional Cloud Studio, Design Studio, API Manager (if included as part of your subscription), Marketplace, Management Console, and Citizen Integrator pages and actions become available, beyond those listed as described for each organization role permission described below.

    Tip

    Environment access levels grant no additional access to the EDI or Vinyl applications; access to these apps is governed by organization permissions alone.

Permissions

Administrators must assign at least one permission to each organization role, as described under Roles below. Any combination of permissions can be assigned.

There are five permissions available, as detailed in the table below. The permissions Read and Admin have cascading privilege levels, while the permissions Agent-Install, ApiConsumer, and App Developer are independent:

  • Read and Admin have cascading privilege levels, where Read has the lowest level of privileges, and Admin permission has the highest level of privileges. Admin permission implies Read permission without Read permission needing to be explicitly selected.
  • Agent-Install, ApiConsumer, and App Developer are independent permissions and do not imply Read permission. However, the Admin permission, offering the highest privileges, implies Agent-Install, ApiConsumer, and App Developer permissions without those permissions needing to be explicitly selected.
Permission Privilege Level Privileges Notes
Read Lowest Access to: Access to and the ability to make edits and perform actions to: Read permission is implied if the Admin permission has been selected.
Admin Highest Access to and the ability to make edits and perform actions (where applicable) to: Ability to:

Admin permission implies Read, Agent-Install, ApiConsumer, and App Developer permissions without those permissions needing to be explicitly selected.

In organizations whose Harmony subscription has expired, Admin permission provides read-only access to the areas listed to the left.
Agent-Install — Access to:
  • Harmony Portal landing page and links (except for changing of account settings)
Ability to:

This permission is intended to be used in combination with environment access levels to grant privileges to install agents in an environment.

By itself, this permission provides access to the Harmony Portal landing page and its links only.

When a role with Agent-Install permission is granted Write access in an environment, its members can install Private Agents.
ApiConsumer — Access to:

This permission is intended to be used in combination with environment access levels to grant privileges to access the Portal page in an environment.

By itself, this permission provides no Harmony Portal access.

When a role with ApiConsumer permission is granted a minimum of Read access in an environment, its members can access the Portal page through a direct link.
App Developer — No additional access. This permission is deprecated and is no longer used.

Roles

On the bottom section of the Organizations page, select the Roles tab to display a table of existing roles. Each role contains a set of permissions that specify what actions are available to any user that is a member of the role:

attachment

Jitterbit provides an organization with two roles by default: Administrator and User. The Administrator role cannot be deleted and requires at least one person to be a member.

Tip

We recommend having more than one member assigned to the Administrator role or to a role with Admin permission. If you are unable to access an account with Admin permission, contact Jitterbit Support.

Each role can be expanded to show its members. Click the disclosure triangle attachment to the left of a role to view the members of the role:

attachment

Adding a Role

To add a role, click the Add Role button, enter a Name for the role into the Add Role dialog, and click Save:

attachment

The new role automatically appears as an additional row under roles. The new role has Read permissions by default.

Caution

After you have created a new role, you need to provide the role with access to the specific environments where it will be used. Instructions for this are provided on the Environments page.

Editing a Role's Permissions

The Permissions column lists the permissions assigned to each role. See Permissions above for an explanation of each permission.

To edit a role's permissions, in the Permission column, use the disclosure triangle to open a menu where you can select the permissions:

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Adding a Member and Renaming, Removing, Activating, and Deactivating a Role

Additional actions are available for each role from the Action column. Use the disclosure triangle to open the actions menu:

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  • Add Member: Opens an Add Member dialog for adding a member. Enter a Username (an email address) and click Save:

    attachment

    For more information, see Members below.

  • Edit Role: Opens an Edit Role dialog for renaming the role. Enter a Name and click Save:

    attachment

  • Remove Role: Deletes the role. When a role is deleted, the role's access is also deleted from all environments.

  • Deactivate Role: Available only when a role's Status is Active, deactivates the role but does not delete it. Instead, the role's Status changes to Inactive.

    Note

    When a role is deactivated, the role's access is also deleted from those environments.

  • Activate Role: Available only when a role's Status is Inactive, restores the role to an Active Status.

    Warning

    When a role is reactivated, if — at the time it was deactivated — the role had previously been granted access to any environments, then that role's environment access is also restored.

Roles are granted access to an environment from the Environments page. For more information, see Managing Role Access to Environments in Environments.

Removing, Activating, and Deactivating a Member

Additional actions are available for each member from the Action column. Use the disclosure triangle to open the actions menu:

attachment

  • Remove Member: Removes the member from the role. If the member is assigned to only one role, the member will be removed from the role and removed from the organization. If the member is assigned to more than one role, the member will be removed from the selected role but will remain a member in any other roles they are assigned to.

  • Deactivate Member: Available only when a member's Status is Active, deactivates the member from the role without removing them from the role. Deactivating a member from a role changes the member's Status to Inactive for that role only. Deactivating a member from one role does not deactivate them from any other roles.

  • Activate Member: Available only when a member's Status is Inactive, restores the member to an Active status for that role only. Activating a member for one role does not reactivate them for any other roles.

Members

Select the Members tab to display a table of existing members. You can expand each member to view the roles associated with each member:

attachment

Members of an organization must be assigned to one or more roles. That is, when a new member is added, they must be assigned to a role; it is not possible to have a member without a role. To remove a member from the organization, remove them from all roles. See Managing Roles and Permissions for more information about roles.

Adding a New Member

To add a new member to the organization, click the Add Member button to open the Add Member dialog:

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  • Username: Enter an email address to use as the Jitterbit Harmony username.
  • Assign Role: Use the dropdown to assign the user to an existing role. Only active roles are shown. After adding the member, they can be assigned additional roles.

After clicking Save, new Harmony users will receive an email invitation to complete registration, unless the organization is configured to use Jitterbit Harmony single sign-on (SSO). Users who are already members of another Harmony organization will receive an email indicating they have been granted access to the organization. For organizations using SSO, see Adding New Members in Registering and Logging In Using Jitterbit Harmony SSO.

The Invitation Status of new members with Harmony credentials is set to Pending until Jitterbit registration is completed. Members using SSO are already activated users.

Assigning a Member Role

Additional actions are available for each member from the Action column. Use the disclosure triangle to open the actions menu:

attachment

  • Add Member Role: Opens an Add Member Role dialog for assigning another role. Use the dropdown to select an existing role and click Save:

    attachment

Removing, Activating, and Deactivating a Member Role

Additional actions are available for each role from the Action column. Use the disclosure triangle to open the actions menu:

attachment

  • Remove Member Role: Removes the member from the role. If the member is assigned to only one role, the member will be removed from the role and removed from the organization. If the member is assigned to more than one role, the member will be removed from the selected role but will remain a member in any other roles they are assigned to.

  • Deactivate Member Role: Available only when a member's Status is Active, deactivates the member from the role without removing them from the role. Deactivating a member from a role changes the member's Status to Inactive for that role only. Deactivating a member from one role does not deactivate them from any other roles.

  • Activate Member Role: Available only when a member's Status is Inactive, restores the member to an Active status for that role only. Activating a member for one role does not reactivate them for any other roles.