Your OneTrust account, also known as a tenant, is a unique instance of the OneTrust application set up on a respective environment (Cloud or On Premises). Within your OneTrust account, you'll set up an organizational hierarchy. The organizational hierarchy is the structure of organizations within the OneTrust application that define user access to business objects such as assessments, inventory records, data subject requests, and more. Multiple organizations can exist within a single account.
Users can only access business objects at their organizational group and below within the organizational hierarchy. Each organizational group has a default approver. The default approver will be automatically assigned as the approver to any assessments associated with the organizational group unless another user is selected.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The Organizations screen appears.
Click the Add Organization button. The Add Organization modal appears.
Complete the fields. For more information, see Add Organization Modal Reference.
Click the Save button.
Tip
You can also add organizations by clicking the Plus button on the parent organization for the new organization you're creating.
Add Organization Modal Reference
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The Organizations screen appears.
Hover over the organizational group you want to edit.
Click the Edit button. The Edit Organization modal appears.
Edit the fields, as necessary.
Click the Save button.
To add a new root organization
Note
The New Root Organization feature is currently under preview. If your organization would like to enable access to any of the preview features listed below, please contact OneTrust Support to submit the request.
You can add a new root organization under which you can move the existing organizational hierarchy by completing the To add an organization and selecting the Set as the Root Organization check box on the Add Organization modal. Once you've added a new root organization, you will need to sign out and log back in to access the new root organization.
When a new root organization is added, the following changes will take effect:
All data associated with each existing organization will continue to remain intact within those organizations.
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The following configurations within Global Settings that are tied to the existing root organization will be migrated to the new root organization.
Organizations - Audit History
User Settings
User Provisioning
Client Credentials & API Keys
Two-Step Verification
Domains
Email Settings
Billing & Subscription
System Language
Company Profile
Portal Footer Customization
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The following organization-specific settings will need to be reconfigured within the new root organization, if utilized.
To change the organizational hierarchy
You can change the order and hierarchy of organizational groups by dragging and dropping them within the hierarchy diagram.
To export the organizational structure
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The Organizations screen appears.
Click the Export button. A spreadsheet will download with details of the organization structure.
To delete an organization
Note
Deleting an organization is permanent and cannot be reversed.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The Organizations screen appears.
Hover over the organizational group you want to delete.
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Click the Delete icon. The Delete Organization modal appears.
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In the Action field, select the action to take with existing records and information within the organization you are deleting. The following actions are available:
Move all records to the parent organization. When this action is selected, existing records and information within the organization you are deleting will be moved to the parent organization.
Move all records to a different specific organization. When this action is selected, the Select Organization field appears. Existing records and information within the organization you are deleting will be moved to the organization defined in this field.
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In the Select Organization field, select the organization to which existing records and information within the organization you are deleting will be moved.
Note
This field only appears when the Move all records to a different specific organization action is selected in the Action field.
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Click the Delete button.
Note
Users and their respective role(s) will be moved to the selected organization. If certain user access should not be granted within the selected organization, remove the associated role(s) from the user. However, each user must have at least one assigned role.
To audit organizational history
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The Organizations screen appears.
Click the Organization you want to edit.
Make changes, as necessary.
Click the Save button.
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On the Organizations screen, select the Audit History tab.
Note
Audit history shows all the changes and modifications made to your organizational hierarchy.
