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Work is organized as Company › Organization › Project (see Organization hierarchy). Guardians and credentials live inside projects. Creating an organization or project also auto-creates its roles — Owner / Viewer at the company level, and Owner / Admin / Member / Viewer at the organization and project levels. A higher-level role applies downward by default and can be overridden by assigning a specific role on a child resource. See roles.

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Create an organization

From Organizations, choose New Organization, give it a name (unique within the company) and an optional description.
Create an organization

Create an organization

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Create a project

On an organization card, choose New Project. Set a name (unique within the organization) and pick the Project Type:
Choose the project type

Choose the project type

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Project type

The Project Type decides how this project is governed, and it is the most important choice you make here.
  • Chosen at creation, immutable. You select Desktop Agent or API once; it cannot be changed afterward.
  • Only enabled types appear. The dropdown shows only the types your company has turned on as features. If a type is missing, enable it in Company Settings first.
  • Per-type quota. Each type has its own project quota, set when the company is bootstrapped and editable in Company Settings — always within the system-wide allowance. When you reach a type’s quota, new projects of that type are blocked until you raise it or delete one.
  • A type can’t be turned off while a project of that type still exists — delete its projects first.
A project’s type cannot be changed after creation. Create a new project if you need the other type.
Both types share the same building block — every project has one or more Project Guardians that do the inspection — but differ in how they’re driven:
A Desktop Agent project automatically gets all of the company’s Control Profiles assigned by default when created. You can narrow that set later — assigning a profile to the project, and mapping it to a specific Guardian, are two separate steps with different permissions.
When a project is created, its Opticon Project Binding (for monitoring) is registered automatically; you can re-point it later in Project Settings.

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Open a project

Opening a project shows its Guardians and actions: Create Guardian, Settings, and a link to Opticon. From here you register a Guardian.
Project detail page with the Create Guardian button highlighted

A project's detail page