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Multi-org GA content#5320

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Open

Multi-org GA content#5320
shainaraskas wants to merge 24 commits into
mainfrom
cloud-multi-org

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@shainaraskas

@shainaraskas shainaraskas commented Feb 27, 2026

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Summary

Fixes https://github.com/elastic/docs-content-internal/issues/833
Builds on #5351

Open questions

  • autoops fixes won't make it for GA - do we need some sort of callout addressing any inconsistent behavior?

Changes

Also made some tag cleanup changes, but those don't impact the display

Admin facing

Page Description
🆕 Manage multiple organizations Page created in #5351, unhidden here. Topics include:
  • viewing all of the orgs you have access to
  • creating a new org
  • inviting users to join additional orgs
  • seeing users' org memberships
  • reconciling alternative email addresses
Cross-references the user-facing join/leave and view/switch pages so admins know where members go for their tasks.
Manage your Cloud organization Intro page for organization management.
  • Clarified definition of an org to make room for the possibility of multiple orgs
  • Introduced the concept of managing multiple orgs, why you might need multiple orgs, and what resources "belong" to an org
  • Clarified that org management must be done from inside the org
Sign up This is the top of funnel page for Elastic Cloud. It used to contain both content for signing up and creating an org.

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

Updated "Remove trial limitations" to mention marketplace conversion alongside credit card
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 New page. Covers converting an existing Elastic Cloud trial to a marketplace subscription

  • Separate stepper flows for AWS/GCP (org picker) and Azure (resource creation)
  • Documents which orgs are eligible for conversion
  • Notes the cloud-provider account confirmation step and the Show non-convertible organizations toggle
  • Uses "upgrade" in the stepper to match the UI, while keeping page-level "Convert" framing
Subscribe from a marketplace Added marketplace benefits to intro

  • New "How marketplaces, organizations, and accounts work together" section explaining marketplace:org:account relationships with per-provider info (AWS, GCP, Azure)
  • New "Multi-cloud strategy" section
  • Links to new conversion page
  • Picked up "Microsoft Marketplace" terminology from Clean up Azure ISV docs #5818
AWS Marketplace Updated "Before you begin" to remove pre-multi-org restrictions, added one-sub-per-billing-account constraint

  • Updated troubleshooting to recommend signing in with existing account instead of changing email
  • Added conversion page link
Azure Native Service Renamed from "Azure Native ISV Service" and adopted "Microsoft Marketplace" terminology in the #5818 merge.

New "Multi-org accounts and the Azure portal" section documenting that the Azure portal can't handle ambiguous multi-org situations (no org picker)

  • Updated prerequisites to remove "can't use existing email" restriction
  • Rewrote trial conversion section to link to new conversion page
  • Updated billing section to remove old "must not be part of an existing org" guidance
GCP Marketplace Added conversion page link
Add your 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 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 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 Reworked the page to clarify that you can be a member of multiple orgs.

  • Accept an invitation: full procedure for the email-link flow, with automatic switch to the new org, SSO redirect note, and decline guidance
  • Leave an organization: new procedure using Profile → My organizations, including ownership-transfer requirement and an access-revocation warning
  • Cross-reference tip pointing org owners/admins at the admin-side multi-org page
  • Removed steps for making your email address available to join another organization (no longer needed)
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 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

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
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  1. 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

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github-actions Bot commented Feb 27, 2026

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Elastic Docs Style Checker (Vale)

Summary: 4 suggestions found

💡 Suggestions (4): Optional style improvements. Apply when helpful.
File Line Rule Message
cloud-account/join-or-leave-an-organization.md 49 Elastic.Wordiness Consider using 'all' instead of 'all of '.
cloud-account/join-or-leave-an-organization.md 56 Elastic.FirstPerson Use caution when using first-person pronouns such as 'My.'
deploy-manage/cloud-organization.md 47 Elastic.FirstPerson Use caution when using first-person pronouns such as 'my.'
deploy-manage/cloud-organization/manage-multiple-organizations.md 14 Elastic.Wordiness Consider using 'all' instead of 'all of '.

The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

@shainaraskas shainaraskas changed the title step 1 Multi-org GA content Mar 3, 2026
@shainaraskas

shainaraskas commented Mar 23, 2026

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also todo:

In the future (multi-org) that docs page should tell users to invite the desired user/email to the org and delete other/alternative user/emails from it.

https://www.elastic.co/docs/cloud-account/update-your-email-address#sign-up-existing https://www.elastic.co/docs/deploy-manage/deploy/elastic-cloud/create-an-organization

done

@shainaraskas

shainaraskas commented Mar 26, 2026

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Comment thread deploy-manage/cloud-organization.md Outdated
Comment thread cloud-account/switch-organizations.md
Comment thread cloud-account/switch-organizations.md Outdated
@shainaraskas shainaraskas changed the base branch from main to azure-isv-clean April 8, 2026 19:29
@shainaraskas

shainaraskas commented May 11, 2026

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missing:

  • Email change restriction: Users can't change their email if they belong to at least one org with enforced auth (SSO or social login) (UIM9). Not mentioned.

916128a (this PR)

# Conflicts:
#	deploy-manage/cloud-organization/_snippets/switch-orgs.md
#	deploy-manage/cloud-organization/_snippets/view-orgs.md
#	deploy-manage/cloud-organization/manage-multiple-organizations.md
#	deploy-manage/deploy/elastic-cloud/azure-native-isv-service-logs-metrics.md
#	deploy-manage/deploy/elastic-cloud/azure-native-isv-service-troubleshooting.md
#	deploy-manage/deploy/elastic-cloud/azure-native-isv-service.md
#	deploy-manage/deploy/elastic-cloud/subscribe-from-marketplace.md
#	deploy-manage/toc.yml
#	redirects.yml
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@shainaraskas shainaraskas marked this pull request as ready for review June 24, 2026 21:06
@shainaraskas shainaraskas requested a review from a team as a code owner June 24, 2026 21:06

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Docs review summary

Focus areas

  • Style and clarity: Newly added content is clear and well-structured. One Vale Wordiness hit ("all of its" → "all its") and one Vale WordChoice hit (maymight) in new content — both have inline suggestions.
  • Jargon: No problematic unexplained jargon. Multi-org concepts are well-explained throughout.
  • Frontmatter and applies_to: Both new pages (switch-organizations.md, marketplace-trial-conversion.md) are missing description. switch-organizations.md also has a products / applies_to mismatch (serverless: ga set but only cloud-hosted listed). See inline comments. The applies_to: essech correction in manage-users.md looks intentional and correct.
  • Content type fit: The new how-to and concept pages follow the expected structure for their content types. marketplace-trial-conversion.md is a clean how-to; switch-organizations.md covers concept + procedure appropriately.
  • Parent issue satisfaction: The PR satisfies the GA multi-org documentation requirements described in its body across all key user and admin flows. The open question raised by the author — whether a callout is needed for AutoOps behavior inconsistencies — is not addressed in the current content; worth confirming before merge.

Nits

  • deploy-manage/cloud-organization/manage-multiple-organizations.md: missing description in frontmatter (pre-existing gap, but this PR is a good opportunity to add one).
  • deploy-manage/deploy/elastic-cloud/subscribe-from-marketplace.md: also missing description after substantial expansion in this PR.
  • deploy-manage/cloud-organization.md: missing trailing newline at end of file (the diff ends with \ No newline at end of file).

Notes

  • The % is this still true? comment in aws-marketplace.md (inline comment filed) is a self-noted accuracy question; flagged so it isn't merged unresolved.
  • Pre-existing **Organization** > **Members** menu arrow format in manage-users.md (line 50, Vale MenuArrowsBold) was not changed in this PR and is out of scope.

Generated by Docs review agent for issue #5320 · 92.3 AIC · ⌖ 16 AIC · ⊞ 10.7K

Comment thread cloud-account/switch-organizations.md
Comment thread deploy-manage/deploy/elastic-cloud/marketplace-trial-conversion.md
Comment thread cloud-account/join-or-leave-an-organization.md
Comment thread deploy-manage/deploy/elastic-cloud/azure-native-isv-service.md Outdated
Comment thread deploy-manage/deploy/elastic-cloud/aws-marketplace.md
@shainaraskas shainaraskas requested a review from csierra June 25, 2026 13:57
Comment thread cloud-account/switch-organizations.md
Comment thread cloud-account/switch-organizations.md
Comment thread deploy-manage/deploy/elastic-cloud/marketplace-trial-conversion.md
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Comment thread cloud-account/join-or-leave-an-organization.md Outdated

@alxchalkias alxchalkias left a comment

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Initial review. Will do another one later today

Comment thread cloud-account/join-or-leave-an-organization.md Outdated
Comment thread cloud-account/update-your-email-address.md Outdated
Co-authored-by: Alex Chalkias <34575586+alxchalkias@users.noreply.github.com>
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4 participants