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Multi-org GA content (#5320)
<!-- Thank you for contributing to the Elastic Docs! 🎉 Use this template to help us efficiently review your contribution. --> ## Summary Fixes elastic/docs-content-internal#833 Builds on #5351 ## Changes Also made some tag cleanup changes, but those don't impact the display ### Admin facing | Page | Description | | --- | --- | | 🆕 [Manage multiple organizations](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/cloud-organization/manage-multiple-organizations) | Page created in #5351, unhidden here. Topics include: <ul><li>viewing all of the orgs you have access to</li><li>creating a new org</li><li>inviting users to join additional orgs</li><li>seeing users' org memberships</li><li>reconciling alternative email addresses</li></ul>Cross-references the user-facing join/leave and view/switch pages so admins know where members go for their tasks. | | [Manage your Cloud organization](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/users-roles/cloud-organization) | Intro page for organization management.<ul><li>Clarified definition of an org to make room for the possibility of multiple orgs</li><li>Introduced the concept of managing multiple orgs, why you might need multiple orgs, and what resources "belong" to an org</li><li>Clarified that org management must be done from inside the org</li></ul> | | [Sign up](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/deploy/elastic-cloud/create-an-organization) | This is the top of funnel page for Elastic Cloud. It used to contain both content for signing up and creating an org.<br><br>Removed the connection between the email address and the org / 1email:1org restriction, clarified that a user can be a member of multiple orgs. Now talks about trial:org limitations<br><br>Updated "Remove trial limitations" to mention marketplace conversion alongside credit card | | [Manage users](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/users-roles/cloud-organization/manage-users) | Some small rewordings around how management of users is org level. New procedure for inviting users to join additional orgs, reconcile alternative email addresses, viewing org memberships | #### Marketplace stuff | Page | Description | | --- | --- | | 🆕 [Convert a trial to a marketplace subscription](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/deploy/elastic-cloud/marketplace-trial-conversion) | New page. Covers converting an existing Elastic Cloud trial to a marketplace subscription<br><br><ul><li>Separate stepper flows for AWS/GCP (org picker) and Azure (resource creation)</li><li>Documents which orgs are eligible for conversion</li><li>Notes the cloud-provider account confirmation step and the **Show non-convertible organizations** toggle</li><li>Uses "upgrade" in the stepper to match the UI, while keeping page-level "Convert" framing</li></ul> | | [Subscribe from a marketplace](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/deploy/elastic-cloud/subscribe-from-marketplace) | Added marketplace benefits to intro<br><br><ul><li>New "How marketplaces, organizations, and accounts work together" section explaining marketplace:org:account relationships with per-provider info (AWS, GCP, Azure)</li><li>New "Multi-cloud strategy" section</li><li>Links to new conversion page</li><li>Picked up "Microsoft Marketplace" terminology from #5818</li></ul> | | [AWS Marketplace](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/deploy/elastic-cloud/aws-marketplace) | Updated "Before you begin" to remove pre-multi-org restrictions, added one-sub-per-billing-account constraint<br><br><ul><li>Updated troubleshooting to recommend signing in with existing account instead of changing email</li><li>Added conversion page link</li></ul> | | [Azure Native Service](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/deploy/elastic-cloud/azure-native-isv-service) | Renamed from "Azure Native ISV Service" and adopted "Microsoft Marketplace" terminology in the #5818 merge.<br><br>New "Multi-org accounts and the Azure portal" section documenting that the Azure portal can't handle ambiguous multi-org situations (no org picker)<br><br><ul><li>Updated prerequisites to remove "can't use existing email" restriction</li><li>Rewrote trial conversion section to link to new conversion page</li><li>Updated billing section to remove old "must not be part of an existing org" guidance</li></ul> | | [GCP Marketplace](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/deploy/elastic-cloud/google-cloud-platform-marketplace) | Added conversion page link | | [Add your billing details](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/cloud-organization/billing/add-billing-details) | Added link to marketplace trial conversion as alternative to credit card | ### End user facing | Page | Description | | --- | --- | | 🆕 [View and switch between Elastic Cloud organizations](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/cloud-account/switch-organizations) | New page. Covers belonging to multiple orgs, why you might be a member of multiple orgs, viewing the orgs you have access to, switching between them (Profile → My organizations *or* the breadcrumb), and the **Log in with multiple organizations** auth/picker behavior. | | [Manage your Cloud account and preferences](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/cloud-account) | Reorganized the page to make room for a "manage your organizations" H1, introducing the concept of multiple organizations and the related tasks (join/leave, view/switch) | | [Join or leave an organization](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/cloud-account/join-or-leave-an-organization) | Reworked the page to clarify that you can be a member of multiple orgs.<br><br><ul><li>**Accept an invitation:** full procedure for the email-link flow, with automatic switch to the new org, SSO redirect note, and decline guidance</li><li>**Leave an organization:** new procedure using Profile → My organizations, including ownership-transfer requirement and an access-revocation warning</li><li>Cross-reference tip pointing org owners/admins at the admin-side multi-org page</li><li>Removed steps for making your email address available to join another organization (no longer needed)</li></ul> | | [Update your email address](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/cloud-account/update-your-email-address) | Removed hints about emails being bound to only one org at a time. Added a user-side tip pointing at the admin-driven [reconcile alternative email addresses](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/5320/deploy-manage/cloud-organization/manage-multiple-organizations#reconcile-alternative-email-addresses) flow for users who want to consolidate accounts. Left the "Sign up using an existing email address" steps (until we can determine they are no longer needed) | ## Generative AI disclosure <!-- To help us ensure compliance with the Elastic open source and documentation guidelines, please answer the following: --> 1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No 2. If you answered "Yes" to the previous question, please specify the tool(s) and model(s) used (e.g., Google Gemini, OpenAI ChatGPT-4, etc.). Tool(s) and model(s) used: cursor auto --------- Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> Co-authored-by: Alex Chalkias <34575586+alxchalkias@users.noreply.github.com> Co-authored-by: Vlada Chirmicci <vlada.chirmicci@elastic.co>
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cloud-account/index.md

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# Manage your Cloud account and preferences
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This section explains how to manage your {{ecloud}} account as a user, including your account settings, organizations, and interface preferences.
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::::{tip}
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This section covers only your personal account. Organization-wide settings, such as user permissions and organization-level access controls, are managed by organization administrators.
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For information on organization and access management, refer to:
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- [](/deploy-manage/cloud-organization.md)
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- [](/deploy-manage/users-roles/cloud-organization/user-roles.md)
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::::
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## Manage your account settings
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Your {{ecloud}} account allows you to manage your personal settings, including your email address, password, and authentication methods. You can perform the following tasks at any time from your user profile:
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* [Update your email address](/cloud-account/update-your-email-address.md)
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* [Add an additional login method](/cloud-account/add-a-login-method.md): Choose from password-based login, Google sign-in, and Microsoft sign-in.
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* [](/cloud-account/update-your-email-address.md)
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* [](/cloud-account/add-a-login-method.md): Choose from password-based login, Google sign-in, and Microsoft sign-in.
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If you use password-based login, then you can perform the following additional tasks:
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* [Change your password](/cloud-account/change-your-password.md)
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* [Configure multifactor authentication](/cloud-account/multifactor-authentication.md)
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* [](/cloud-account/change-your-password.md)
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* [](/cloud-account/multifactor-authentication.md)
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Additionally, you can manage your organization membership, including joining or leaving an organization. Refer to [Join or leave an organization](/cloud-account/join-or-leave-an-organization.md) for more information.
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## Manage your organizations
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Some options also let you set personal preferences and customize the interface, such as [using dark mode](dark-mode.md) in your projects and deployments.
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Organizations are groupings of {{ecloud}} resources and associated settings. As an {{ecloud}} user, you can be a member of multiple organizations.
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::::{tip}
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This section focuses on the actions you can take as an individual user to manage your own account. It does not cover organization-wide settings, such as managing user permissions or configuring organization-level access controls, which are handled by the organization administrators.
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* [](/cloud-account/join-or-leave-an-organization.md)
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* [](/cloud-account/switch-organizations.md)
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For information on organization and access management, refer to:
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- [Manage your Cloud organization](/deploy-manage/cloud-organization.md)
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- [Manage user roles and permissions](/deploy-manage/users-roles/cloud-organization/user-roles.md)
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::::
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## Customize your interface
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Some account features also let you set personal preferences and customize the interface, such as [using dark mode](dark-mode.md) in your projects and deployments.

cloud-account/join-or-leave-an-organization.md

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- https://www.elastic.co/guide/en/cloud/current/ec-invite-users.html
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# Join or leave an organization
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Organizations in {{ecloud}} group user accounts, projects and deployments under a common billing and access structure. If you have been invited to an organization, you can accept the invitation and become a member. You can also leave an organization at any time, as long as you don’t have active projects or deployments associated with your account.
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Organizations in {{ecloud}} group user accounts, projects, and deployments under a common billing and access structure. If you have been invited to an organization, you can accept the invitation and become a member. You can join multiple organizations, or [create a new organization](/deploy-manage/cloud-organization/manage-multiple-organizations.md#create-a-new-organization).
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This guide explains how to join or leave an organization, including steps for handling projects and deployments when switching organizations.
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You can also leave an organization, with some restrictions. Refer to [Leave an organization](#ec-leave-organization) for details.
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This guide explains how to join or leave an organization. To learn how to view organizations you have access to and switch between them, refer to [](switch-organizations.md).
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:::{tip}
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If you're an organization owner or admin, refer to [](/deploy-manage/cloud-organization/manage-multiple-organizations.md) to learn how to manage multiple organizations.
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:::
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## Accept an invitation [ec-accept-invitation]
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Invitations to join an organization are sent by email. Invited users have 72 hours to accept the invitation. If they do not join within that period, an administrator of the organization will have to send a new invitation. Refer to [manage users](/deploy-manage/users-roles/cloud-organization/manage-users.md) for more information.
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When you're invited to join an organization, you receive an email with a link to accept the invitation. Invitations expire after 72 hours. If you don't accept within that period, an administrator of the organization needs to send a new invitation. Refer to [manage users](/deploy-manage/users-roles/cloud-organization/manage-users.md) for more information.
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## Leave an organization [ec-leave-organization]
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To accept an invitation:
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On the **Members** tab of the **Organization** page, click the three dots corresponding to your email address and select **Leave organization**.
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1. Open the invitation email and click **Accept invitation**.
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2. Log in if prompted. If you already have an active session in your browser, you don't need to log in again.
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3. After accepting, you're switched to the new organization automatically. The new organization also appears in your [list of organizations](/cloud-account/switch-organizations.md).
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If you’re the only user in the organization, you can only leave if you deleted all your deployments and projects, and you don’t have pending bills.
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:::{note}
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If the organization enforces a specific login method, such as SAML SSO, you're redirected to that login flow when accepting the invitation.
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:::
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To decline an invitation, you can ignore the email. The invitation expires automatically after 72 hours.
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## Leave an organization [ec-leave-organization]
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## Join an organization from an existing {{ecloud}} account [ec-join-invitation]
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You can leave an organization at any time. If you are the only owner of an organization, you must transfer ownership before leaving.
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If you already belong to an organization, and you want to join a new one you will need to leave your existing organization and follow this steps:
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You can leave only the organization you're currently signed in to. To leave a different organization, [switch to it](/cloud-account/switch-organizations.md#switch-to-a-different-organization) first.
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1. Make sure you do not have active projects or deployments before you leave your current organization.
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:::{warning}
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Leaving an organization revokes your access to all of its resources, including deployments, projects, and settings. This action cannot be undone. To rejoin the organization, ask an organization owner to invite you again.
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:::
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Alternatively, for Elastic Cloud Hosted deployments, there's a possibility to migrate your deployments to the new organization through back up and restore operations. In such case:
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To leave your current organization:
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1. [Back up your deployments to any private repository](/deploy-manage/tools/snapshot-and-restore/elastic-cloud-hosted.md) so that you can restore them to your new organization.
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4. Accept the invitation that you will get by email.
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5. Configure the private repository in your new organization and restore the backup you took in step 1.
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1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
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2. From the top navigation menu, click on the user menu and select **Profile**.
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5. In the confirmation dialog, click **Leave current organization** to confirm.

cloud-account/multifactor-authentication.md

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navigation_title: View and switch between organizations
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description: Learn how to view all Elastic Cloud organizations you belong to, switch between them, and understand the login experience when you have multiple organizations.
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# View and switch between {{ecloud}} organizations
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You can switch between organizations at any time. Depending on the organization that you're switching to, you might be prompted to re-authenticate.
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To join an additional organization, [accept an invitation](/cloud-account/join-or-leave-an-organization.md#ec-accept-invitation) to join the organization. You can also [create a new organization](/deploy-manage/cloud-organization/manage-multiple-organizations.md#create-a-new-organization).
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## Log in with multiple organizations
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* **Returning user (same browser):** You're automatically logged in to the organization you last used. You don't need to select an organization.
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* **New browser or cleared data:** After logging in, you're presented with a list of your organizations to choose from. Select the organization you want to access.
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If your last used organization enforces a specific login method (such as SAML SSO), you're directed to that login flow automatically.
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If you log out, your browser remembers which organization you last used. The next time you log in, you're directed to the appropriate login page for that organization.

cloud-account/toc.yml

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cloud-account/update-your-email-address.md

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Your email address is used to uniquely identify you. It can’t be used for more than one {{ecloud}} account, whether that account is a trial account, a standard {{ecloud}} account, or a subscription account through a marketplace. However, a single {{ecloud}} account can belong to [multiple organizations](/cloud-account/switch-organizations.md).
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If you have separate {{ecloud}} accounts for different organizations and want to consolidate to a single account, ask an organization owner in each organization to [reconcile your accounts](/deploy-manage/cloud-organization/manage-multiple-organizations.md#reconcile-email).
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:::{note}
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If you belong to any organization that enforces a specific authentication method (such as SAML SSO, Google Sign-In, or Microsoft Sign-In), you can't change your primary email address using the procedures on this page. This restriction applies even if other organizations you belong to don't enforce a login method.
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If your organization is associated with [Microsoft Marketplace](../deploy-manage/deploy/elastic-cloud/azure-native-isv-service.md), you can’t change your primary email address using the above methods. Instead, [invite another user](../deploy-manage/users-roles/cloud-organization/manage-users.md) with the desired email address to join your organization.

deploy-manage/cloud-organization.md

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When you [sign up for {{ecloud}}](/deploy-manage/deploy/elastic-cloud/create-an-organization.md), you create an organization. This organization is the umbrella for all of your {{ecloud}} resources, users, and account settings. Every organization has a unique identifier.
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An organization is the umbrella for a group of {{ecloud}} resources, users, and account settings. Every organization has a unique identifier.
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The administrator of an organization is referred to as the organization owner, and belongs to the [Organization owner role](/deploy-manage/users-roles/cloud-organization/user-roles.md#ec_organization_level_roles). An organization can have more than one organization owner.
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## Organization management tasks
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You might want to create multiple organizations for reasons such as the following:
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* You want to separate management of your {{ecloud}} resources and settings for different use cases or teams.
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* You want to create a [trial](/deploy-manage/deploy/elastic-cloud/create-an-organization.md#general-sign-up-trial-what-is-included-in-my-trial) to evaluate additional {{ecloud}} features or solutions.
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Each organization has its own set of resources, users, settings, and billing and licensing.
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You need to be logged in to the organization you want to manage to make changes to its resources and settings. [Learn how to manage multiple organizations](/deploy-manage/cloud-organization/manage-multiple-organizations.md).

deploy-manage/cloud-organization/_snippets/switch-orgs.md

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@@ -5,4 +5,8 @@ You can switch between organizations at any time. Depending on the authenticatio
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1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
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2. From the top navigation menu, click on the user menu and select **Profile**.
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3. Click the **My organizations** tab.
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4. Click the name of the organization you want to switch to. If it doesn't appear in the list, click **Manage organizations** to view all of the organizations you have access to.
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4. Click the name of the organization you want to switch to. If it doesn't appear in the list, click **Manage organizations** to view all of the organizations you have access to.
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:::{tip}
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You can also switch organizations from the breadcrumbs at the top of any page. Click your current organization's name and select another organization from the list.
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:::

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