> ## Documentation Index
> Fetch the complete documentation index at: https://docs.juneops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Setup

> Configure your organization structure, team members, and permissions in June

Set up your organization structure to ensure proper access control and efficient device management across your teams.

## What you'll accomplish

* Add team members and assign appropriate roles
* Set up company entities and departments
* Configure organization preferences
* Understand permissions and access control

## Adding Team Members and Roles

### User Roles Overview

June provides several built-in roles to match your organization's needs:

* **Organization Admin**: Full access to all features and settings
* **IT Manager**: Device management, reporting, and user administration
* **IT Technician**: Device actions and basic management tasks
* **Department Manager**: View and manage devices for their department
* **End User**: View assigned devices and submit requests

### Adding Team Members

<Steps>
  <Step title="Navigate to User Management">
    Go to Administration > User Management from the main navigation.
  </Step>

  <Step title="Invite New Users">
    Click "Add User" and enter the user's email address and basic information.
  </Step>

  <Step title="Assign Roles">
    Select the appropriate role based on their responsibilities and access needs.
  </Step>

  <Step title="Set Department Assignment">
    Assign users to their respective departments for proper access control.
  </Step>

  <Step title="Send Invitation">
    The user will receive an email invitation with setup instructions.
  </Step>
</Steps>

## Setting Up Company Entities

### Department Structure

Organize your devices and users by department for better management:

<Steps>
  <Step title="Access Organization Settings">
    Navigate to Administration > Organization Settings.
  </Step>

  <Step title="Create Departments">
    Add departments that match your company structure (e.g., Engineering, Sales, HR, Finance).
  </Step>

  <Step title="Set Department Managers">
    Assign department managers who can oversee devices and users in their area.
  </Step>

  <Step title="Configure Department Policies">
    Set specific policies for each department, such as refresh schedules and security requirements.
  </Step>
</Steps>

### Location Management

If your organization has multiple locations:

* Add office locations and their details
* Configure location-specific policies
* Set up location managers
* Enable location-based reporting

## Configuring Organization Preferences

### General Settings

<AccordionGroup>
  <Accordion title="Company Information">
    * Company name and logo
    * Primary contact information
    * Time zone and regional settings
    * Fiscal year settings for financial reporting
  </Accordion>

  <Accordion title="Device Settings">
    * Default device naming conventions
    * Automatic device assignment rules
    * Device health monitoring preferences
    * Compliance policy defaults
  </Accordion>

  <Accordion title="Notification Preferences">
    * Organization-wide notification settings
    * Escalation procedures
    * Communication channels
    * Emergency contact procedures
  </Accordion>
</AccordionGroup>

## Understanding Permissions and Access Control

### Permission Levels

June uses a hierarchical permission system:

| Permission Level    | Access Rights                                  |
| ------------------- | ---------------------------------------------- |
| **Global**          | Access to all organizational data and settings |
| **Department**      | Access limited to assigned department(s)       |
| **Device-specific** | Access to specific devices only                |
| **Read-only**       | View-only access with no modification rights   |

### Role-Based Access Control (RBAC)

<Steps>
  <Step title="Review Default Roles">
    Examine the built-in roles and their permissions to understand the access structure.
  </Step>

  <Step title="Create Custom Roles">
    If needed, create custom roles that match your organization's specific requirements.
  </Step>

  <Step title="Assign Granular Permissions">
    Fine-tune permissions for specific features like device actions, reporting, or user management.
  </Step>

  <Step title="Test Access Levels">
    Verify that users have appropriate access by testing with different role assignments.
  </Step>
</Steps>

### Best Practices for Access Control

<Card title="Security Guidelines" icon="shield-check">
  * Follow the principle of least privilege
  * Regularly review and audit user permissions
  * Use department-based access for most users
  * Limit global admin access to essential personnel
  * Implement approval workflows for sensitive actions
</Card>

## Integration with Identity Providers

If your organization uses an identity provider:

<CardGroup cols={2}>
  <Card href="/integrations/okta">
    <div className="flex flex-row gap-2 mb-2">
      <div className="bg-white rounded-md">
        <img src="https://mintcdn.com/juneopsinc/C20aq7J5TiiNefBH/images/okta_logo.png?fit=max&auto=format&n=C20aq7J5TiiNefBH&q=85&s=932c128f2818afd282103c120c077f2f" alt="Okta" width={25} height={25} data-path="images/okta_logo.png" />
      </div>

      <span className="text-base font-bold text-white">Okta</span>
    </div>

    Okta Enterprise identity management
  </Card>

  <Card href="/integrations/google-workspace">
    <div className="flex flex-row gap-2 mb-2">
      <img src="https://mintcdn.com/juneopsinc/C20aq7J5TiiNefBH/images/google_logo.png?fit=max&auto=format&n=C20aq7J5TiiNefBH&q=85&s=7b1e9f2900b0cd4e9448c5e5ce299680" alt="Google Workspace" width={25} height={25} data-path="images/google_logo.png" />

      <span className="text-base font-bold text-white">Google Workspace</span>
    </div>

    Google's identity suite
  </Card>

  <Card href="/integrations/microsoft-entra-id">
    <div className="flex flex-row gap-2 mb-2">
      <img src="https://mintcdn.com/juneopsinc/C20aq7J5TiiNefBH/images/ms_entra_id_logo.png?fit=max&auto=format&n=C20aq7J5TiiNefBH&q=85&s=b5bda3348237f8216f139a740f953696" alt="Microsoft Entra ID" width={25} height={25} data-path="images/ms_entra_id_logo.png" />

      <span className="text-base font-bold text-white">Microsoft Entra ID</span>
    </div>

    Microsoft Entra ID
  </Card>
</CardGroup>

## Next Steps

Once your organization is set up:

1. **Connect Integrations**: Link your MDM and identity provider systems
2. **Import Device Data**: Sync your existing device inventory
3. **Configure Policies**: Set up refresh policies and compliance rules
4. **Train Team Members**: Ensure everyone knows how to use their assigned features

<Note>
  Changes to organization structure and permissions may take a few minutes to propagate across all systems.
</Note>