This article is intended to walk you through the steps of onboarding a client to Nucleus using the Organizations method. This method is intended for more complex environments where you need more control on a per-client basis, such as licenses, SSO, and users.
Before Getting Started:
Make sure that you have a license created in Nucleus for the new customer, OR that you have enough assets left in your master license to allocate to the new sub-organization. You can check that on the "Global Administration > Licenses" to check for the license creation or "Global Administration > Organizations" to check your master Organization's unallocated license space.
To onboard a new client using the Organizations Approach, do the following:
1. Log into Nucleus console
2. Navigate to "Global Administration > Organizations"
3. Click "Add Organization"
4. Enter in the customer information. Note: Only Org Name is required.
5. Click Save.
6. Navigate to "Global Administration > Licenses".
7. Find the license in the list from which you would like to allocate to the new customer and click the Allocate button.
8. On the resulting popup, select the org you would like to give licenses to, and enter in the number for both hosts and applications.
9. Click Save
10. Navigate to "Global Dashboard"
11. Click + Add Project
12. Enter in a project name, and select the new organization you just created in step 3-5 as the Organization from the dropdown.
13. Click Save
14. (Optional): Repeat steps 11 and 12 for each project you would like to create for the customer
15. Click on your newly created project and set up your connectors or upload files manually to the projects
16. Invite Users: Navigate to "Global Administration > Users" and click the Invite Users button
17. Enter the following:
- Organization - Which organization would you like these users to be invited to
- Enter user emails - Enter in all the email addresses you would like to invite to this organization
- Project Access - Use the Green + button to select the projects you would like to add your users to.
- Role - Select from the dropdown which role you would like these users to have in this project
18. Click Invite Users
Wait for the success message and you are all done! You have created a customer container and now added the relevant users, projects, and vulnerability data to the customer so that you can manage customers via organizations.
You can always edit each of the steps here, so if you want to change the access a user has to a project, you can do that via the Users page. If you would like to alllocate licenses differently, go to the Licenses page and change the allocation settings for a particular license.