Org Admin Tools

Overview

This page walks you through the tools available to organization (org) admins on the DNAnexus platform to help manage orgs and org members. The instructions on this page assume some basic knowledge of orgs. For more general information about orgs, please see the guide to Organizations on DNAnexus.

Note This functionality is also available via our CLI tools. You may find it easier to use the CLI tools to perform some actions, such as inviting multiple users or exporting information into a machine readable format. For more information, please see the CLI org admin guide.

Operations

Access the org admin tools

If you are an admin of an org, you will be able to access the org admin tools from the header of the DNAnexus platform. From here, you can quickly navigate to the list of orgs you administer (via "All Orgs"), or to a specific org (e.g. Demo Organization in this example).

Org admin header dropdown

List all your orgs

The Organizations list shows you all of the orgs you have admin access to. From here, you can quickly see all your orgs, the number of projects per org, and the funds available to the org. You can also see additional settings for each org by enabling optional columns (click on the icon on the right side of the column headers).

List of orgs

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Org Settings

Within an org, the Settings tab allows you to view and edit basic information, billing, and policies for your org.

View and update org information

In the "Basic Information" section of the org settings tab, you will be able to see an overview of the org.

  • View and edit the organization name. This is how the org will be referred to in the UI and in email notifications
  • View the organization ID, the unique ID used to reference a particular org on the CLI (e.g. org-demo_org)
  • View the number of org members, org projects, and org apps
  • View the list of organization admins

Org admin settings, basic
information section

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Update org billing information

Org admin settings, billing
section

In the "Billing" section of the org settings tab, you can set and update billing information for the org. To set the billing information for an org you administer, click on the "View/Edit Info" link for your org's billing account and fill out the form.

By setting the billing information for an org, you are designating somebody to be responsible for handling invoices sent by DNAnexus. This person can be you, somebody within your company's finance department, or someone else. All invoices will be sent to the person listed in the billing information.

Once you click the "Confirm billing" button, an email will be sent to the billing email address asking for confirmation. Until the billing recipient activates the confirmation link contained in the email, your billing account will not be updated, possibly impacting your ability to incur large costs (e.g. by running large jobs or storing large amounts of data).

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View estimated charges

This section is only visible if your org is a billable org, meaning it has either confirmed billing information or funds remaining. The "Estimated Charges" section of the org allows org admins to view the total charges accumulated over the lifetime of an account.

The "Funds Left" shows org admins how much of the org's funds remain. If your org does not have a spending limit, your org has unlimited funds, and this box will show as n/a. See the section below for more information about spending limits and how to set a spending limit for your org.

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Set a spending limit

You can set or modify a spending limit for org activities. Spending limits can help you restrict your activities on DNAnexus to a fixed budget or associate the org with a purchase order.

As an org admin, you can use the "Set / Update Spending Limit" link in the "Funds Remaining" box to contact support@dnanexus.com to request a spending limit change. Please note that this is only a request to change the spending limit; the DNAnexus support team may contact you via email to clarify the change before it takes effect.

Request spending limit
change dialog in org admin settings page

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Update org policies

Org settings tab, policies
and administration section.

You can update org policies for your org in the "Policies and Administration" section of the org settings tab. Here, you can both change the membership list visibility and restrict project transfer policies for the org and contact DNAnexus support to enable PHI data policies for org projects.

For general information about org policies, please see the Organizations on DNAnexus page.

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Org Members List

Video Tutorials: Managing members, removing Members

Within an org page, the Members tab allows you to view all the members of the org, invite new members, remove existing members, and update existing members' permissions.

View all org members

From the org Members tab you can quickly see the names and settings for all org members. For more information about org membership, please see the Organizations on DNAnexus.

Org members tab

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Invite new member

To add an existing DNAnexus user to your org, you can use the + Invite New Member button from the org's Members tab. This will open a dialog where you can enter the user's username (e.g. smithj) or user-ID (e.g. user-smithj). This will also let you configure the user's access levels within the org.

  • Organization Membership: Whether they are a member or admin of the org.
  • Billable Activities Access: Whether the user should be able to create projects and apps billed to the org.
  • Shared Project Access: The maximum permission level the user will have to projects that are shared with the org. For example, if this is set to "Contributor" but someone shares a project with the org at an Administrator level, this user will still only have Contributor access, even if other members of this org receive the full Administrator permissions.
  • Shared Apps Access: Whether the user should have access to apps shared with the org.

If you add a member to the org with billable activities access set to billing allowed, they will have the ability to create new projects billed to the org. However, adding the member will not change their default billing account. If the user wishes to use the org as their default billing account, they will have to set their own default billing account.

Additionally, if the member has any pre-existing projects not billed to the org, the user will need to transfer the project to the org if they wish to have the project billed to the org.

The user will receive an email notification informing them that they have been added to the organization.

For general information about org membership, please see the Organizations on DNAnexus page.

Org members tab, invite new
member dialog

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Create new DNAnexus accounts

Video Tutorial: Creating new accounts

Org admins have the ability to create new DNAnexus accounts on behalf of the org. The user will then receive an email with instructions to activate their account and set their password.

Limited Feature Note:

This feature is not available by default — if you are an org admin please contact DNAnexus support for more information about provisioning user accounts.

If this feature has already been turned on for an org you administer, you will see an option to "Create New User" when you go to invite a new member.

Org members tab, invite
dialog, create new user link

The dialog will expand to allow you to specify a username (e.g. alice or smithj), the new user's name, and email address. This dialog will automatically create a new user account for the given email address and add them as a member in the org.

Please note that if you create a new user and set their Billable Activities Access to Billing Allowed, we recommend that you set the org as the user's default billing account. This option is available as a checkbox under the Billable Activities Access dropdown. For more information about default billing accounts, please see the Organization Member Guide.

Org members tab,
invite dialog, create new user option

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Edit member access

From the org Members tab, you can edit the permissions for members of the org. The Edit Access button appears when you have at least one org member selected in the Members list.

For general information about org membership, please see the Organizations on DNAnexus page.

Org members tab, member
selected, member actions shown

Edit one member

If you select only one member, you can specify their new access via the dialog.

Org members tab, edit one
member.

Edit multiple members

You can also edit multiple members at the same time by selecting multiple members from the members list and clicking the Edit Access button. This will open the following dialog.

When you're editing multiple members, you have the option of selectively editing permissions. In the example below, we are editing both User Alice and Jennifer Smith. In this case, we're updating their access so both have the ability to create new projects billed to the org, Billing Allowed. We will keep the rest of their permissions the same.

Org members tab, edit more
than one member.

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Remove members

From the org Members tab, you can remove members from the org. The Remove button appears when you have one or more org members selected in the Members list.

Org members tab, member
selected, member actions shown

This will open the following dialog where you can confirm the action to remove members from the org. This action will remove the users' access to all projects and apps billed to or shared with the org.

Org members tab, remove two org
members.

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Org Projects

Video Tutorial: Managing projects

The org's Projects tab allows you to see the list of all projects billed to the org. This list will include all projects of which you are a member as well as projects of which you are not personally a member but are billed to the org (denoted by Not a Member).

You will be able to view all the project metadata (e.g. the members list, data usage, creation date) as well as some other optional columns (e.g. project creator). To enable the optional columns, select the column name from the dropdown on the right side of the column names.

Org projects list. See all
projects billed to an org.

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Grant yourself access to org projects

In addition to viewing the list of projects, org admins can give themselves access to any project billed to the org. If you select a project in which you are not a member, you will still be able to navigate into the project's settings page. From the project settings page, you will see a button allowing you to grant yourself Administer permissions to the project.

Grant permissions to
an org project.

You will also be able to grant yourself Administer permissions if you are currently a member of a project billed to your org but you only have View, Contribute, or Upload permissions.

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Last edited by Thanh-Ha Nguyen, 2017-02-07 23:55:39

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