Organization / Super-Organization
HocNota is a multi-tenant platform: each customer has its own organization, isolated from others (shared data schema with row-level security), accessible via a dedicated subdomain (<organization>.beta.hocnota.com).
Groups
A group is an optional level above the organization, designed for M&A/holding structures: it owns several organizations but holds no business data of its own (no pipeline, no knowledge base of its own). A group also has its own subdomain and its own administration console, separate from that of each organization it oversees.
Attaching / detaching an organization to a group
- An organization administrator can generate a single-use transfer code (with a limited validity period) from their organization's settings, and hand it off to the administrator of the group that should integrate it.
- A group administrator can:
- Create a new organization directly within their group.
- Attach an existing organization using a transfer code generated by that organization — a group can never absorb an existing organization without this code.
- Detach an organization from their group.
- Suspend/reactivate an organization in their group, and change its storage plan.
Super-administrator console
HocNota staff have a separate platform console, with broader rights than a group administrator:
| Action | Organization admin | Group admin | Platform super-admin |
|---|---|---|---|
| Generate a transfer code | Yes (own organization) | — | — |
| Create a subsidiary organization | — | Yes (within their group) | Yes (anywhere) |
| Attach an existing organization to a group | — | Yes, via transfer code | Yes, directly |
| "Trial" status | — | No | Yes |
| Suspend/reactivate | — | Yes (their organizations) | Yes (all) |
| Storage plan | — | Yes (their organizations) | Yes |
| Delete an organization or a group | — | No | Yes |
A super-administrator account is created automatically the first time the platform starts up (default credentials, to be changed immediately).