Platform

Organizations

Manage your team, roles, and collaboration settings.

Organizations

Organizations are the top-level container for all your monitoring resources. Manage team members, control access, and organize your monitoring infrastructure.

Organization Structure

Organization
├── Team Members (with roles)
├── Projects
│   ├── Monitors
│   └── Journeys
├── Alert Channels
├── Alert Rules
└── Billing

Creating an Organization

Sign Up

Create an account at app.tracer/signup

Create Organization

After signing up, create your organization:

  • Organization name
  • URL slug (e.g., acme for acme.tracer)
  • Industry (optional)

Invite Team

Add team members from Settings > Organization > Members

Team Roles

RoleDescriptionPermissions
OwnerOrganization creatorFull access, billing, delete org
AdminManagerManage all resources, invite members
MemberContributorCreate/edit monitors, view all data
ViewerObserverRead-only access

Permission Matrix

ActionOwnerAdminMemberViewer
View dashboard
View monitors
Create monitors
Edit monitors
Delete monitors
Manage alerts
Invite members
Remove members
Change roles
Manage billing
Delete organization

Inviting Members

Go to Settings > Organization > Members

Send Invitation

  1. Click Invite Member
  2. Enter email address
  3. Select role
  4. Click Send Invitation

Accept Invitation

The invited user receives an email with a link to join. They can:

  • Create a new account
  • Sign in with existing account

Pending Invitations

View and manage pending invitations:

  • Resend - Send invitation again
  • Revoke - Cancel invitation

Invitations expire after 7 days. Resend if the user hasn't accepted.

Managing Members

Changing Roles

  1. Go to Settings > Organization > Members
  2. Find the member
  3. Click the role dropdown
  4. Select new role

Removing Members

  1. Go to Settings > Organization > Members
  2. Find the member
  3. Click Remove
  4. Confirm removal

Removed members:

  • Lose access immediately
  • Cannot access organization data
  • Can be re-invited later

Transferring Ownership

Only owners can transfer ownership:

  1. Go to Settings > Organization
  2. Click Transfer Ownership
  3. Select new owner (must be admin)
  4. Confirm transfer

Ownership transfer is immediate and irreversible. You'll be demoted to Admin.

Projects

Projects help organize monitors and journeys:

Creating Projects

Project: Production
Description: Production environment monitors
Monitors:
  - Production API
  - Production Website
  - Database Health
Journeys:
  - Checkout Flow
  - Login Flow

Project Benefits

  • Organization - Group related monitors
  • Filtering - View by project in dashboard
  • Permissions - Future: project-level access control
  • Reporting - Project-specific analytics

Organization Settings

General Settings

  • Name - Organization display name
  • Slug - URL identifier
  • Logo - Custom logo for reports

Security

  • SSO - Single sign-on (Enterprise)
  • 2FA - Require two-factor authentication
  • Session timeout - Auto-logout duration
  • Audit log - Activity tracking (Enterprise)

Notifications

  • Default channels - Organization-wide alert defaults
  • Digest emails - Weekly summary emails
  • Slack workspace - Connected workspace

Single Sign-On (SSO)

Enterprise plans support SSO with:

  • Google Workspace
  • Okta
  • Azure AD
  • Any SAML 2.0 provider

Setting Up SSO

  1. Go to Settings > Security > SSO
  2. Choose provider
  3. Configure SAML settings
  4. Test connection
  5. Enable SSO

Once enabled:

  • Users sign in via SSO
  • New users auto-provisioned
  • Passwords disabled for SSO users

Audit Log

Track organization activity (Enterprise):

2024-01-15 10:30:00 | [email protected] | Created monitor "API Health"
2024-01-15 10:35:00 | [email protected] | Updated alert rule "Critical Failures"
2024-01-15 11:00:00 | [email protected] | Invited user [email protected]

Logged Events

  • Member changes (invite, remove, role change)
  • Monitor/journey changes (create, update, delete)
  • Alert configuration changes
  • Billing changes
  • Login events

Exporting Audit Log

Export for compliance:

curl -H "Authorization: Bearer TOKEN" \
  "https://api.tracer/v1/org/audit-log?from=2024-01-01&to=2024-01-31"

Best Practices

  1. Use descriptive names - Clear organization and project names
  2. Least privilege - Give minimum necessary permissions
  3. Regular audits - Review member access periodically
  4. Enable 2FA - Require two-factor authentication
  5. Document ownership - Clear escalation path
  6. Offboarding process - Remove access promptly when members leave