Administration¶

Introduction¶

Administration allows Primary Owners and Admins to manage organizations, their secondary organizations, and their users.

Note

Each organization has its own dedicated Administration page, so ensure you go to the intended organization by selecting it from Organizations > Intended Organization.

This guide covers:

Primary Organization
Secondary Organizations
Active Users
Events

Primary Organization¶

Primary organizations exist at the top of the organization tree or branches of the tree. Only one organization can be at the top of the organization tree.

Edit Primary Organization¶

1. Go to Administration.
2. Select Edit.

3. Edit values as desired:

Organization Logo (Optional): Hover over the organization icon and then click Select to choose an image file.
Name: Enter the name of the organization.
Industry Type: Select the industry to which the organization belongs. This selection determines what industry's average scores are displayed across the application.
Website: Enter the full URL of the organization.

4. Select Save to finish.

Secondary Organizations¶

Secondary organizations or sub-organizations exist under primary organizations or other secondary organizations in an organization tree. Sub-organizations each have their own assessments, distinct from the parent organization's assessments.

Note

Only Primary Owners can create sub-organizations.

Create Secondary Organization¶

1. Go to Administration.
2. Select Create.

3. Fill out the fields:

Organization Logo (Optional): Hover over the organization icon and then click Select to choose an image file.
Name: Enter the name of the organization.
Industry Type: Select the industry to which the organization belongs. This selection determines what industry's average scores are displayed across the application.
Website: Enter the full URL of the organization.

4. Select Save.

Once the sub-organization is created, you can navigate to that new sub-organization by selecting its name from the Organizations menu on the left. With a sub-organization selected, you can add users to that sub-organization, or create additional sub-organizations under it from the Administration page for that sub-organization.

Enable/Disable Organization¶

1. Go to Administration.
2. Turn on to enable the organization or off to disable it.

Edit Secondary Organization¶

1. Go to Administration.
2. Select Edit for the target organization.

3. Edit values as desired:

Organization Logo (Optional): Hover over the organization icon and then click Select to choose an image file.
Name: Enter the name of the organization.
Industry Type: Select the industry to which the organization belongs. This selection determines what industry's average scores are displayed across the application.
Website: Enter the full URL of the organization.

4. Select Save to finish.

Delete Secondary Organization¶

1. Go to Administration.
2. Select Delete for the target organization.

3. Enter the OTP sent to your email and select Proceed.

Active Users¶

Add and manage an organization's users.

Add User¶

1. Go to Administration.
2. Select Add.

3. Enter values in the fields:

First Name: Enter the first name of the user.
Last Name: Enter the last name of the user.
Email: Enter the user's email.
Confirm Email: Enter user's email again.

4. Select Add User to finish.

The user will receive an email invitation to create a password and finish the sign-up process.

Manage Users¶

By selecting Manage, you will land on the Users page. From this page, enable/disable users, configure users' organization roles, respond to access requests.

Add User¶

1. Go to Administration.
2. Go to Manage.

3. Select Add User.
4. Enter values in the fields:

First Name: Enter the first name of the user.
Last Name: Enter the last name of the user.
Email: Enter the user's email.
Confirm Email: Enter user's email again.

5. Select Add User to finish.

The user will receive an email invitation to finish the sign-up process.

Configure Users¶

1. Go to Administration.
2. Go to Manage.
3. Configure users as necessary:

Admin: Turn on grant the user the Admin organization role.
Enabled: Turn on to allow logins to the account.
Change Organization to: Select in the Actions column, hover over Change Organization to, and select the organization to which you want to move the user.

Organization Roles¶

Organization roles determine a user's access and permissions.

Organization Role	Permissions
Primary Owner	Access to full functionality for the organization and all sub-organizations. This organization role is restricted to the first user in your organization to sign up to CIS-Hosted CSAT.
Admin	Access to all the functionality and dashboard for the organization, but does not have access to sub-organizations.
Basic User	Access to Sub-Controls that are assigned to the user. This is the default role granted to users.

Accept or Decline Access Requests¶

Primary Owners may accept or decline access requests to their organizations from prospective users.

Note

Primary Owners are not notified when an access request is received. Ensure you regularly check your requests or inform

1. Go to Administration.
2. Go to Manage.
3. Under New User Requests, select in the Actions column and then Accept request or Decline request.

Note

The user request will be directed by email domain and organization domain. So, if the organization has a primary organization and secondary organizations, it's possible that the user's request will end up in a different sub-organization than expected, or in the top-level organization when you are expecting it in a particular sub-organization, depending on the matching of the email domain to the organization domain in CIS-Hosted CSAT.

Events¶

View a record of events taken in this organization.