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Core Organizational Concepts

Four concepts build on the organization hierarchy and appear throughout the DataPortal and its documentation.

Term Definition
Organization Tree The full hierarchy of all organizations, with Proemion as the single root.
Organization Type A classification on every node with a strict parent/child hierarchy.
Tenant The top-level customer boundary within a branch; loosens visibility for certain shared entities.
Business Unit A named subtree of same-type organizations with one BU-root.

Organization Tree

The full hierarchy of all organizations in the platform, with Proemion as the single root. Every machine, user, and configuration belongs to a node in this tree. Visibility and entitlements flow downward: a user can see their own organization and all its children, but not its parent or sibling organizations.

Note

Models are an exception to this rule: they remain visible in child organizations if the user has access to a machine of that model, or if the model is configured as always visible. This exception exists because OEMs define models centrally, but machine owners still need to see them.

Organization Type

A property on every organization node that classifies it according to a strict hierarchy. A child organization's type can never be higher than its parent's, though levels may be skipped. See Organization Type for the full hierarchy and details.

Tenant

A designation on one organization in a branch that marks it as the top-level customer boundary. There is exactly one tenant per branch. It loosens the strict org tree visibility rule by making certain entities stored at the tenant organization visible to all users in the subtree below it, provided they have the correct permissions. See Tenant for the full list of tenant-scoped entities, requirements, and related notes.

Business Unit

A named subtree within the org tree where all nodes share the same organization type, with a single BU-root organization at the top. See Business Units Concept for details.

How They Relate

The following overview shows how the four concepts nest within each other, from the full organization tree down to individual Business Units:

Org Tree  (the full hierarchy; always present)
  |-- every node has an Organization Type (Distributor, OEM, Dealer, Machine Owner, ...)
  `-- Tenant branch  (one per customer; marks the OEM boundary)
        `-- Business Unit  (one per legal entity within the tenant; BUs don't nest, each is a separate subtree)