Creating and Managing Organizations

Overview

The 'Organization' section of the Macrium Account provides a central location for managing your company's Macrium software, licenses, downloads, and user access.

Previously, licenses and downloads were managed individually by each account, making it difficult to maintain visibility across an organization, particularly as teams grew or responsibilities changed. The Organization feature introduces centralized administration, allowing multiple users to collaborate while providing role-based access to ensure each user only has the permissions they require.

Getting Started with Organizations

The first time that you visit the 'Organization' page of the Macrium Account, the following information will be displayed:

Note: only email addresses with a company domain are able to create an organization. Non-company domain email addresses (@gmail.com, @outlook.com, @protonmail.com, etc) will not be able to create an organization.

Select 'Get Started' to set up an organization. In the window that opens, specify the name of the organization:

If the company domain already has an organization associated with it, the following message will be displayed:

We recommend consulting with other Macrium users inside the organization to be added to their existing organization.

Invite Team Members

Organization Admins can invite other users from the same company to join the Organization. This enables multiple users to manage the company’s Macrium products while ensuring that each person has an appropriate level of access.

To invite team members:

Go to Organization
Select Add Team Members

organisation - invite team members

Enter the email address of the person you want to invite
Press Enter to add the email address to the invitation list. You can enter, copy, or paste multiple email addresses to invite several team members at once
Select the appropriate Member Type

organisation - selecting role

Select Add Member

Note: Only email addresses that match the Organization’s company domain can be invited. Personal email addresses, such as Gmail, Outlook, Hotmail, Proton Mail, or Yahoo addresses, cannot be added.

If an email address does not match the Organization’s domain, an error will be displayed and the invitation cannot be sent.

Member Types

Member types provide role-based access to the Organization. This ensures that each team member can access the features required for their responsibilities without giving every user full administrative permissions.

Select What are Member Types? on the Organization page to view a description of each role.
You can also hover over a member type in the team members list to view more information about the permissions it provides.

Edit a Team Member

An existing team member can be edited when their responsibilities or required level of access change.

To edit a team member:

Go to Organization
Locate the team member in the members list
Select the pencil icon next to the team member
Make the required changes
Save the changes

organisation - updating

If you need assistance with a change that is not available from the Organization page, such as reassigning licenses, select Contact support. This opens the Support ticket creation page.

Remove a Team Member

Removing a team member immediately removes their access to Organization-managed licenses, downloads, and tools.

To remove a team member:

Go to Organization
Locate the team member in the members list
Select the trash icon next to the team member
Review the information displayed in the confirmation window
Select Remove Team Member to confirm

organisation - removing

Before removing a team member, ensure that any licenses or responsibilities associated with that person have been reviewed. Contact Support if licenses need to be reassigned.

Remove an Organization

Removing an Organization removes all team members from it and ends the Admin’s visibility of licenses associated with those members.

To remove an Organization:

Go to Organization
Select the cog icon next to What are Member Types?
Select Remove Organization
In the Confirm Organization Removal window, review the impact of removing the Organization
Enter DELETE. This value is case-sensitive
Select Remove Organization to confirm

organisation - removing2

After removing an Organization, you can create a new one later, provided another Organization has not already been created for the same company domain.