Ultimate guide to organisations

The organisations resource allows users to be grouped by the company or organisation that they're affiliated with. 

For program managers

Enable organisation views

To toggle on organisation views, go to Settings > Organisations > General in the Manage workspace.

Once enabled, the 'Users join organisations' module appears with these options:

• User registers with an email domain authorised for the organisation: automatically adds users with emails from that domain
• User selects an organisation at user registration or profile menu: users choose from a list via a drop-down field
• Organisation is required: makes organisation selection mandatory
• User adds a new organisation at user registration or profile menu: users can create a new organisation during registration or via their profile
• Manager adds user to organisation: program managers manually associate users with organisations

Manually configure an organisation

1. In the Manage workspace, go to Organisations
2. Click New organisation
3. Enter a Name for the organisation
4. Optionally, set an organisation Administrator—this user must be registered with your program 
5. If all users share the same email domain, add it in the 'Authorised domains' module—for multiple domains, click Add another domain for each one
6. Click Save

Upload an organisation logo

1. In the Manage workspace, go to Organisations
2. Click the organisation name
3. Click the Upload logo box in the top corner
4. Drag and drop your logo or click Select file
5. Click Done

To replace or remove a logo, click it and choose Replace logo or Remove logo.

Edit an organisation  

1. In the Manage workspace, go to Organisations
2. Click on the organisation's name
3. Click Edit next to the section you need to update

Configure organisation fields

Organisation fields can be used to gather information during the creation of an organisation. 

1. Go to Settings > Organisations > Fields in the Manage workspace
2. Click Add field
3. Choose the Organisation field radio button before clicking Next
4. Continue with the field configuration as normal, adding a Label, selecting a Field type, choosing the Roles, Seasons, Data protection, etc. 

Add users to an organisation

Any user who registers with an authorised domain for an organisation will automatically be added. If no authorised domain has been specified in the creation of an organisation, users can be added manually. 

1. In the Manage workspace, go to Organisations
2. Click on the organisation's name
3. Open the 'Members' tab
4. Click Add to organisation
5. Search for the user or click Advanced to filter by role
6. Select the checkbox for the user(s)
7. Click Save

Remove users from an organisation

A user can be removed from an organisation if, for example, they have left the company or have moved to another department that excludes their involvement.

1. In the Manage workspace, go to Organisations
2. Click the organisation name
3. Open the 'Member' tab
4. Click the ellipsis (three dots) next to the user
5. Choose Remove from organisation

Share entries with an organisation

Pairing entries and organisations does not happen automatically. 

1. In the Manage workspace, go to Entries
2. Click the ellipsis (three dots) next to an entry
3. Choose Share with organisations
4. Select the organisation(s)
5. Click Save

For organisation administrators

Upload an organisation logo

1. Click your name in the top right
2. Choose Organisations
3. Click the organisation name
4. Click the Upload logo box in the top corner
5. Drag and drop your logo or click Select file
6. Click Done

To replace or remove a logo, click it and choose Replace logo or Remove logo.

Add users to an organisation

1. Click your name in the top right
2. Choose Organisations
3. Click the organisation name
4. Open the 'Members' tab
5. Choose Add to organisation

Remove users from an organisation

1. Click your name in the top right
2. Choose Organisations
3. Click the organisation name
4. Open the 'Member' tab
5. Click the ellipsis (three dots) next to the user
6. Choose Remove from organisation

For organisation members

Share an entry with an organisation

Pairing entries and organisations does not happen automatically. 

1. In the Enter workspace, go to Entries
2. Click the ellipsis (three dots) next to an entry
3. Choose Share with organisations
4. Select the organisation(s)
5. Click Save

Leave an organisation

Leaving an organisation can be done in just a few clicks. 

1. Click your name in the top right
2. Choose Organisations
3. Click Leave organisation

Good to know

• Users can be added to multiple organisations.
• Only program managers can edit an organisation after it's been created.
• Remove a user if they've left the company or moved to another department.
• An organisation administrator must be a member of your program.
• Entries shared with an organisation will be visible to other organisation members.