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This page is the admin-panel entry point for the Organizations screen. The full conceptual and procedural documentation lives in Organizations. This page covers the GUI surface and what an operator can change there.

In CYPEX, an Organization is the unit of multi-tenancy. It is the data boundary that decides which rows a user can see, insert, update, or delete. Organizations are not an authorization system on their own — they add a per-request data scope on top of the existing PostgreSQL role-based capability model. Both dimensions must agree before a row is returned. See Capabilities vs data scope.

The v2.0.0 migrations are forward-only. There is no automatic rollback script. This page documents what you can and cannot undo if you need to revert the upgrade.

For every table that had RLS enabled by the v2.0.0 upgrade:

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Looking for the conceptual reference (“what is an Organization?”)? See Organizations.

After the v2.0.0 upgrade, every CYPEX deployment starts with a single Default Organization that holds all existing data. This page is the entry point for setting up additional organizations and assigning existing clients / schemas to them.

• You want to split a single-tenant deployment into multiple organizations (one per client, per business unit, or per environment).
• You need to backfill the organization_id column on existing application-schema tables.
• You are operating the cutover from “everything on Default Organization” to “each row tagged with the right organization.”

1. Prepare the existing database — pre-flight checks, downtime planning, smoke-test environment.
2. Enable RLS — the SQL primitives for enabling and configuring RLS on application-schema tables.
3. Assign clients to organizations — uses the client-add-organization-id SQL template.
4. Verify and roll back — verification queries and the rollback procedure if something goes wrong.

• Upgrading to v2.0.0 — for the upgrade-time procedure.
• RLS impact on existing data — for the visibility guarantees before you start.
• Roles and permissions — for the role model you are operating within.

• client-add-organization-id-template.sql — SQL template for adding organization_id to client application-schema tables. See Assign clients to organizations for how to customize and run it. This migration has failed in the field. Read Failure modes before production rollout.

Schema Access decides which PostgreSQL schemas an organization may use. It is the coarsest of the three access controls in v2.0.0 and it sits above the other two: an organization that has not been granted a schema sees nothing in it, regardless of role capabilities and regardless of what the RLS policy would have allowed.

Sidebar location: Access Control → Advanced (System admin) → Schema Access. This page is System Administrator only (system admin visibility). An Organization Administrator cannot grant their own organization a schema — by design, since doing so would let a tenant widen its own boundary.

This page has moved. See SSO → LDAP for directory connection settings, the three role-mapping modes, Active Directory notes, and how LDAP coexists with local auth and OIDC SSO.

This section contains upgrade guides for CYPEX administrators, DBAs, and operations engineers. Use these guides when moving an existing CYPEX deployment from one major version to the next, especially when the upgrade involves schema or permission-model changes.

From v2.0.0 onward, multi-tenant isolation is a database property: PostgreSQL Row-Level Security (RLS) scopes every query. Application-layer filters are not the security boundary.

The guides are written with factual upgrade behavior in mind: what the migrations actually do, what is additive, what is breaking, what is behavior-changing, and what the rollback constraints are.