KNX created two different types of accounts:
- personal account
- organization account
Both account types can be linked to each other so that ‘persons’ can be linked to an ‘organization’ and detached from it if they leave the entity. In that way, companies can centralize all purchased licenses, offers, orders, and invoices in the ‘organization account’ to protect their ownership and privacy by reducing the access rights of the linked 'personal accounts': Roles & access rights in organizations
A fictive example will help you understand:
Suppose a customer named ‘Oscar Mouse’ works for his own organization ‘Engineer talent’. Moreover, he has three ‘employees’ working for his company.
Consequently, ‘Oscar Mouse’ and his three ‘employees’ need to create each a ‘personal account’ and ‘Engineer talent’ needs to be registered as an ‘organization account’.
Both types of accounts will then be linked (via mail invitation) like shown in this picture:
An ‘organization’ may be one or multiple from the following types:
Make sure that the contact details of an ‘organization account’ are always business-related.
Make sure you insert the international VAT number of your organization if you have one (VAT for cross-border transactions within the EU) as we are a Belgian Association. Consequently, purchases between members of the European Union are tax-free.
4 Steps to create both account types:
1. Create a ‘personal account’ based on personal contact details on my.knx.org i.e. Oscar Mouse.
2. Create an ‘organization account’ called i.e. ‘Engineer talent’ via the new ‘personal account’.
3. Link employees to the ‘organization account’ by ‘inviting persons’ to this entity
4. Assign an access role to each employee linked to in the ‘organization account’
1. Create a ‘personal account’
If you are a ‘private person’ please start by creating your 'personal account’ on my.knx.org. Follow the process and insert your personal contact details. If in addition to this you are also an ‘organization’, meaning an employer, training center, member, or an independent structure, you will be able to create an ‘organization account' in your newly created ‘personal account’.
(s. point 2).
2. Create an ‘organization account’
In your newly created personal account, click on your name on the top of the page and follow the procedure to create your ‘organization’. Once finished, the two different accounts (personal & organization) should be visible once you click on your name on the top. You can now switch from one account to the other.
3. Link both account types
In the given example, Oscar Mouse can now invite his three employees to be linked to his company account, by adding members/persons to his organization.
Via this menu, he will be able to invite a person to join his organization.
Be aware that ONLY the ‘administrator’ has the right to ‘add persons’ to an ‘organization account’.
The person who created the organization account in his personal account is by default the ‘administrator’. This ‘access role’ has full access to the ‘organization’.
It is mandatory that the ‘invited person’ has a valid ‘personal account’.
4. Assign an access role
Once the three workers have accepted their invitation received by mail, they are all linked to the organization ‘Engineer talent’ where they are listed on the ‘Organization members’ page as ‘employees’.
The persons linked to an organization DO NOT HAVE ACCESS to any information of an ‘organization account’ UNLESS they have been assigned the correct ‘access role’ from the Administrator.
By default, the Administrator is the person that created the ‘organization account' via his personal account.
In the given example, Oscar Mouse will have the access role ‘administrator’ of the ‘organization’ as he set it up as the owner. That means that he has full access to his ‘organization account’ and consequently only he can assign the different access roles to the other three linked ‘personal accounts’ once they have been added. Please read everything over the access rights of the different roles here: Roles & access rights in organizations
Depending on the type of organization,
Ex: Regular company
Ex: Training Center