Organization Setup

After verifying your email, you'll create your organization. An organization is your team's workspace in Securtea where you manage users, connect Microsoft 365 tenants, and run security assessments.

What is an Organization?

An organization in Securtea represents your company or team. It's the container for:

• Users - Team members who can access the platform
• Microsoft 365 Connections - Your connected M365 tenants
• Assessments - Security compliance evaluations
• Reports - Generated compliance documentation
• Settings - Customized configurations

Creating a New Organization

Organization Name

Choose a name that represents your company or team:

• Examples: "Acme Corporation", "Marketing Team", "IT Security"
• Character limit: 100 characters maximum
• Can be changed later from organization settings

Organization Slug

The slug is a URL-friendly identifier for your organization:

• Format: Lowercase letters, numbers, and hyphens only
• Example: acme-corp, marketing-team
• Usage: Appears in URLs like dashboard.securtea.io/acme-corp

Reserved and Banned Slugs

Certain slugs are reserved and cannot be used:

• Common words: admin, api, www, mail, support
• System paths: app, dashboard, settings, login
• Offensive terms are automatically filtered

If your desired slug is unavailable, try adding your company name or a unique identifier.

Step-by-Step Guide

1. Enter Organization Name

Type your organization's display name. This is what your team members will see.

2. Set the Slug

Enter a URL-friendly slug or accept the auto-generated suggestion based on your organization name.

3. Review and Create

Confirm your choices and click Create Organization.

4. Proceed to Billing

After creating your organization, you'll continue to billing setup.

Joining an Existing Organization

If your organization already uses Securtea, you can join it instead of creating a new one.

Via Invitation

The most common way to join is through an invitation:

1. An organization admin sends you an invite
2. You receive an email with a join link
3. Click the link and complete signup
4. You're automatically added to the organization

Via SSO

If your organization has SSO configured:

1. Sign in using your corporate email
2. You're redirected to your identity provider
3. After authentication, you're auto-provisioned into the organization
4. No manual invitation needed

Organization Roles

When you create an organization, you're assigned the Owner role with full permissions:

You can invite team members and assign roles from organization settings after completing onboarding.

Multiple Organizations

You can belong to multiple organizations if needed:

• Consultants may have access to multiple client organizations
• MSPs manage multiple client tenants from separate organizations
• Enterprises may separate departments into different organizations

Switch between organizations using the organization selector in the dashboard header.

Troubleshooting

Slug Already Taken

If your desired slug is taken:

1. Add numbers or identifiers (e.g., acme-corp-2024)
2. Use a more specific name (e.g., acme-security-team)
3. Contact support if you believe you own the name

Organization Creation Failed

If creation fails:

1. Check your internet connection
2. Ensure the name isn't empty or too long
3. Verify the slug contains only valid characters
4. Try refreshing and attempting again

Need to Change Organization Name

Organization names can be changed after creation:

1. Complete onboarding first
2. Go to Settings > Organization > General
3. Update the name and save

What's Next?

After creating your organization, continue to Billing Setup to select your plan.