Organizations entity/capability allows us to better structure customer accounts and provide additional functionality to both internal and external users.
The Organizations capability in Harver allows for a more structured and scalable way to manage customer accounts.
It provides a hierarchical framework that supports additional functionality for both internal users (such as consultants or administrators) and external users (such as resellers and partners).
The organization structure can be designed to reflect how resellers build, group, and manage their partner networks, enabling clearer visibility, easier navigation, and more effective permission management across multiple customer accounts.
In this article:
Top-Level Organization
The Top-Level Organization represents the main reseller, the entity that holds a direct commercial relationship and agreement with Harver.
This organization serves as the root level of the hierarchy, under which partner networks, sub-resellers, and customer accounts can be structured. It acts as the central point for managing contracts, billing, and overarching platform access.
Sub-Organizations
Sub-Organizations represent either:
Sub-Resellers that the Main Reseller onboards, manages, and supports while using the Harver Platform, or
Customer Groups created to represent the Main Reseller’s direct customers, each with their own individual accounts.
This structure allows for flexible management of both partner networks and direct customer relationships within the same organizational hierarchy, ensuring clear separation, delegated management, and simplified reporting.
The Harver Platform supports a maximum of five (5) organizational levels, including the Top-Level Organization.
This structure provides enough flexibility to represent complex reseller and customer networks while maintaining system performance and clear access control.
Each level inherits permissions and visibility downward in the hierarchy, ensuring efficient management across all connected entities.
Creating a new Sub-Organizations
Only Organization Admins have permission to create sub-organizations.
Please note: All company names mentioned in this article are examples and entirely fictional.
1. Navigate to the sub-organizations
To create a new sub-organization:
Navigate to the organization under which you want to nest the new sub-organization.
Open the Sub-Organizations page.
Click Add Sub-Organization.
This action will open a setup window where you can define the sub-organization’s name, address, and other details before saving.
Note: Ensure you are positioned at the correct level in the hierarchy before creating a new sub-organization to maintain a clear and logical structure.
2. Add a new Sub-Organizations
When creating a new Sub-Organization, you only need to define the Organization Name.
It’s recommended to use a clear and descriptive name that reflects the sub-organization’s purpose or customer identity. This helps maintain clarity within the organizational hierarchy, especially when managing multiple levels or partners. (Maximum 50 mcharacters long.)
Example:
TechHire Partners
TechHire Partners – North-America
3. Access the new sub-organization
You can click on any Sub-Organization in the list view to open it.
This will take you to the Sub-Organization Overview Page, where you can view its details, manage associated accounts, and navigate further down the organizational hierarchy if additional levels exist.
4. Managing the new sub-organization
The Organization Overview page provides key information about the currently selected organization. It gives a clear summary of its details, position within the hierarchy, and related entities.
Breadcrumb Navigation – Located at the top, it shows the organization’s position within the hierarchy. You can click any level to navigate back.
Organization Name and Status – Displays the name of the organization and its current status..
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Organization Details Panel – Provides essential information including:
Organization ID
Parent Organization
Created by and Date
Last Updated by and Date
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Navigation Menu (Left Sidebar) – Allows quick access to key areas:
Overview – Current summary view
Sub Organizations – List and management of nested organizations
Accounts – View and manage accounts under this organization
Org Users – Manage users who have access to this organization
Settings – Configuration options for the organization
This page serves as the starting point for managing an organization’s structure, viewing its details, and navigating to its sub-entities.
Please note: The Organization Status field, displayed on the Organization Overview page, indicates the current state of the organization (for example, Active). At this time, the status is informational only, it has no functional impact on access, visibility, or configuration within the Harver Platform. It is displayed for reference purposes and may be used for future functionality or reporting.