Organizaciones

General Settings

The General Settings page allows organization owners to configure the fundamental properties and preferences of their organization. This is where you manage the organization's identity and notification settings.

Accessing General Settings

Navigation Path:

User Menu → My Organizations → [Select Organization] → Settings → General

Only users with Organization Owner role can access and modify these settings.

Organization Properties Interface

The organization settings interface provides a clean, organized layout for managing your organization's fundamental properties. Here's the structure you'll encounter when accessing the General Settings page:

SettingsChange your organization settings from hereOrganization ConfigurationNameYour Organization NameOrganization name is requiredMonikeryour-organization-idThe moniker is a unique identifier for the organizationDescriptionThis is your organization description. You can use this field toprovide details about your organization purpose, structure, or anyother relevant information.Emailadmin@yourserver.comDanger ZonePermanently remove this organization and all its dataDelete OrganizationSave

This interface preview shows the actual layout you'll see when visiting your organization's General Settings page. All form fields are functional and provide real-time validation feedback.

Configuration Options

Organization Name

FieldTypeRequiredDescription
NameText inputYesThe display name for your organization shown throughout the application

Behavior:

  • Cannot be empty
  • Cannot be changed for default organizations
  • Max length: 255 characters
  • Visible to all organization members
  • Used in headers, reports, and user interface elements

Organization Moniker

FieldTypeRequiredDescription
MonikerText inputYesUnique identifier for the organization used in URLs and API calls

The moniker is a unique identifier used throughout the system. Exercise extreme caution when changing it as it involves many delicate changes to URLs, database references, and API endpoints.

Moniker Rules:

  • Must be unique across the entire instance
  • Acts as your organization's yourserver in URLs like https://yourserver/...
  • Cannot be changed for default organizations
  • Used in API endpoints and database naming
  • Cannot contain spaces or special characters (except hyphens and underscores)

Validation:

  • Alphanumeric characters allowed
  • Hyphens and underscores permitted
  • No spaces or special symbols
  • Case-insensitive uniqueness check

Where the Moniker is Used

The organization moniker is a fundamental identifier that permeates multiple layers of the Gigantics system. Understanding where it's used helps explain why changes to this field require extreme caution.

URL Structure and Navigation

The moniker forms the primary component of all organization-specific URLs:

https://yourserver/main/settings/general      // Main application interface
https://yourserver/api/v1/organizations/yourorg/projects  // API endpoints
https://yourserver/dashboard/analytics         // User dashboards
https://yourserver/admin/configuration         // Administrative interfaces

Impact of Changes:

  • All saved bookmarks and browser history become invalid
  • API clients using hardcoded URLs will break
  • External integrations and webhooks need manual updates
  • User documentation containing URLs becomes outdated

API Authentication and Security

The moniker is embedded in authentication tokens and API keys:

{
  "organization": "yourorg",
  "permissions": ["read", "write"],
  "jwt_token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvcmdhbml6YXRpb24iOiJ5b3Vyb3JnIn0..."
}

Security Implications:

  • Changes invalidate all existing authentication tokens
  • Users may be logged out immediately after moniker change
  • API integrations with stored tokens will need re-authentication
  • Session management systems must be flushed
  • Password reset links and invitation tokens become invalid

Database and Storage Systems

The moniker is used in database naming conventions and file paths:

Database Tables:
- yourorg_projects
- yourorg_datasets
- yourorg_job_history

File Storage:
- /uploads/yourorg/datasets/
- /exports/yourorg/reports/
- /temp/yourorg/exports/

Configuration Files:
- gigantics.yourorg.config.json
- permissions.yourorg.yaml
- backups.yourorg.db

System Impact:

  • Database schema references may need migration scripts
  • File system paths are hardcoded and require renaming operations
  • Backup and restore procedures must be updated
  • Data archival systems lose track of associated files

Service Integration Points

External services use the moniker for service identification:

# Configuration Files
api_gateway:
  organization: yourorg
  endpoint_base: https://yourserver/api/v1/yourorg
 
# Service Discovery
kubernetes:
  namespace: gigantics-yourorg
  service_name: yourorg-api
 
# Container Registry
docker:
  registry: registry.yourserver.com/yourorg/

Integration Impact:

  • Microservice configurations need manual updates
  • Kubernetes deployments require namespace changes
  • Container registry paths must be recreated
  • Service mesh configurations break
  • Load balancer rules need updating

Monitoring and Logging Systems

Log aggregation and monitoring services group data by moniker:

Logging:
- Component: gigantics.yourorg.api
- Index: yourorg-application-logs
- Metric Prefix: gigantic_yourorg_

Monitoring:
- Dashboard: "yourorg-system-monitoring"
- Alert Rules: yourorg-high-error-rate
- Service Health: yourorg-service-checks

Observability Impact:

  • Historical monitoring data becomes orphaned
  • Log analysis queries need updating
  • Alert notification configurations break
  • Performance baselines disappear
  • Debugging sessions lose continuity

User Experience and Client Applications

Client applications store the moniker as configuration:

// User Preferences
{
  "userPreferences": {
    "defaultOrganization": "yourorg",
    "lastAccessed": "2024-01-15"
  }
}
 
// Browser LocalStorage
localStorage.setItem('gigantic-app-config', '{"organization":"yourorg"}');

User Impact:

  • Users may see "organization not found" errors
  • Saved work sessions and preferences reset
  • Browser caches contain stale configuration
  • Mobile app installations may require re-setup
  • Desktop shortcuts and favorites break

Why the Moniker Cannot Be Changed Lightly

Given the extensive usage pattern, moniker changes trigger a cascade effect:

Moniker Change Impact Chain:
1. URL invalidation → Broken bookmarks, failed API calls
2. Token invalidation → Users logged out, integrations broken
3. Database references → Migration required, data access issues
4. File system paths → Lost uploads, broken storage links
5. Service configs → Microservices failed, downtime
6. Monitoring gaps → Lost observability, debugging issues
7. User disruption → Support tickets, documentation updates

Operational Requirements for Moniker Change:

  1. Planned Maintenance Window: Minimum 4-6 hours of downtime
  2. Database Migration: Bulk updates to all reference tables
  3. File System Migration: Rename all organizational directories
  4. Service Restart: All microservices require configuration reload
  5. User Notification: Advance notice (minimum 48 hours)
  6. Backup Verification: Full system backup before change
  7. Rollback Plan: Emergency revert procedure if issues occur

Best Practice Guidelines

Setting Initial Moniker:

  • Choose a permanent, company-registered name
  • Avoid abbreviations that might be confusing
  • Use only letters (no numbers if possible)
  • Consider trademark implications
  • Plan for scalability (avoid overly generic names)

Examples of Good Monikers:

  • acmecorp - Stable, company-aligned identifier
  • innovate-tech - Descriptive and professional
  • global-dynamics - Suggests scope and purpose
  • data-solutions-pro - Industry-specific naming

Examples of Risky Monikers:

  • proj2024 - Contains date, requires regular changes
  • team-alpha - Temporary project name
  • test-environment - Indicates temporary nature
  • admin123 - Contains temporal or sensitive information

Changing an organization moniker is equivalent to performing a full system migration. Plan accordingly and ensure comprehensive testing before implementation.

Description

FieldTypeRequiredDescription
DescriptionText areaNoDetailed information about your organization's purpose and structure

Best Practices:

  • Use this field to explain your organization's mission
  • Include information about team structure or project categories
  • Helpful for new members understanding the organization's context
  • Supports multi-line text and up to 1000 characters
  • Common organizational purposes (technical, administrative, compliance-focused)

Email Configuration

FieldTypeRequiredDescription
EmailEmail inputNoCorporate email address for organization notifications

Email Functionality:

  • All organization-level notifications are routed to this address
  • Used for system alerts, security notifications, and administrative messages
  • Optional field - if not set, notifications may be disabled or go to individual users
  • Must be a valid email format
  • Can be changed at any time by organization owners

Common Use Cases:

  • Security alerts and authentication notifications
  • System maintenance notices
  • Billing or licensing communications
  • Administrative notifications about project activities

Organization Deletion

Permanent Action: Deleting an organization cannot be undone. Make sure you have backups of all important data before proceeding.

The Delete Organization button allows permanent removal of the organization and all associated data.

Before Deletion

⚠️ Pre-deletion Checklist:

  • Ensure all critical project data is exported and backed up
  • Notify all organization members of the impending deletion
  • Verify that you have any necessary compliance or audit data preserved
  • Confirm you have admin rights (only organization owners can delete)

What Gets Deleted

When an organization is deleted, the following are permanently removed:

  • All projects within the organization
  • All datasets, rules, and job configurations
  • All user assignments and role configurations
  • All organization-specific settings and preferences
  • All dictionary data and transformation history
  • All database connections and credentials

What Gets Preserved

  • Individual user accounts (they don't get deleted)
  • Global system settings
  • Other organizations on the same instance
  • Any shared or exported data that was saved outside the organization

Security and Permissions

Access Control

Only users with the Organization Owner role can:

  • View the General Settings page
  • Modify organization properties
  • Access the deletion functionality
  • Change the organization moniker

Audit Trail

All changes to organization settings are:

  • Logged with user, timestamp, and previous values
  • Visible in organization audit logs
  • Cannot be hidden or deleted by regular users

Field Restrictions

SettingCan be Modified byNotes
NameOrganization OwnerCannot be changed for default org
MonikerOrganization OwnerCannot be changed for default org
DescriptionOrganization OwnerAlways editable
EmailOrganization OwnerAlways editable
DeletionOrganization OwnerRequires confirmation

Best Practices

Name Configuration

  • Choose a descriptive but concise name
  • Include your company or team name for clarity
  • Avoid internal acronyms that new members won't understand
  • Consider how it will appear in reports and emails

Moniker Selection

  • Keep it short and memorable
  • Use only lowercase letters, numbers, hyphens, and underscores
  • Make it unique from team names in other organizations on the same instance
  • Once set, avoid changing unless absolutely necessary

Description Guidelines

  • Include information about organization's purpose
  • Describe the types of projects managed
  • Mention any special compliance or security requirements
  • Keep it professional and informative

Email Setup

  • Use a group email distribution list if possible
  • Ensure the mailbox is regularly monitored
  • Consider setting up email forwarding for backup
  • Use a domain that matches your organization's brand

Troubleshooting

Can't Save Changes

Problem: Save button doesn't work or shows an error

Solutions:

  1. Verify you have organization owner permissions
  2. Check if the organization is a default system organization
  3. Ensure the moniker doesn't conflict with existing organizations
  4. Verify all required fields are filled correctly

Moniker Validation Errors

Problem: Won't accept the moniker you entered

Common Issues:

  • Moniker already exists (case-insensitive)
  • Contains invalid characters (spaces, special symbols)
  • Too long or too short
  • Starts or ends with special characters

Solution: Use only letters, numbers, hyphens, and underscores

Email Notification Issues

Problem: Not receiving organization notifications

Things to Check:

  1. Email address is correctly formatted
  2. Email server is accepting messages from the application
  3. Junk/spam filters aren't blocking organization emails
  4. Distribution list is properly configured if using a group email

Integration Points

API Access

The moniker is used in:

  • API endpoint URLs: https://yourserver/api/v1/organizations/yourorg-id/
  • Database naming conventions
  • Project URLs and navigation
  • Authentication tokens and credentials

Dependencies

Organization settings affect: