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wiki:autolit:admin:settings:orgs [2023/08/29 18:45] kevinkallmes [4. Edit Organization Info] |
wiki:autolit:admin:settings:orgs [2024/05/14 12:54] jthurnham [Adding Organizational access to a Nest:] |
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Organizations can help you: | Organizations can help you: | ||
- | - **[[wiki: | + | - **[[:wiki: |
- Maintain a set of **[[: | - Maintain a set of **[[: | ||
- Create and manage **[[: | - Create and manage **[[: | ||
- | |||
===== Video Guidance ===== | ===== Video Guidance ===== | ||
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{{youtube> | {{youtube> | ||
- | |||
- | |||
**Manage Organizations, | **Manage Organizations, | ||
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- If desired, add a logo for your organization. | - If desired, add a logo for your organization. | ||
- Add Admins and Members to your Organization (see below). | - Add Admins and Members to your Organization (see below). | ||
- | |||
==== 3. Manage an Organization: | ==== 3. Manage an Organization: | ||
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Once you have selected an Organization, | Once you have selected an Organization, | ||
- | {{ : | + | {{ : |
To edit Organization Info, go to the Organization Details section: | To edit Organization Info, go to the Organization Details section: | ||
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- To change logo, select "Click to Change Logo" and upload a new file. | - To change logo, select "Click to Change Logo" and upload a new file. | ||
- To change Organization Name, Secondary/ | - To change Organization Name, Secondary/ | ||
+ | - Here you can input an "Alert Email" this address will be emailed if the Synthesis of any organization-owned nest is made public | ||
- To edit the Member & Admin list and privileges, use the Members section (see below). | - To edit the Member & Admin list and privileges, use the Members section (see below). | ||
=== 4a. Deleting an Organization === | === 4a. Deleting an Organization === | ||
- | If you need to delete an Organization, | + | If you need to delete an Organization, |
---- | ---- | ||
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From the Organization page, select " | From the Organization page, select " | ||
- | {{ : | + | {{ : |
=== 5b. Enter the User's email === | === 5b. Enter the User's email === | ||
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**//To change the owner of an Organization, | **//To change the owner of an Organization, | ||
- | |||
==== 6. Edit Admins and Owners ==== | ==== 6. Edit Admins and Owners ==== | ||
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=== Notification of Public Synthesis === | === Notification of Public Synthesis === | ||
- | When a Synthesis page for a nest owned by an Organization is [[wiki: | + | When a Synthesis page for a nest owned by an Organization is [[:wiki: |
- | ==== 7. Requesting to join an Organization | + | |
+ | ==== 7. Create Teams within your Org ==== | ||
+ | |||
+ | If you'd like to separate your organization out into Teams so that each team can view and manage their own collection of nests you can do so on the org management page. [[wiki: | ||
- | Users who are not organization admins may request to join an organization at any time. To do this, visit the [[https:// | ||
---- | ---- | ||
+ | ===== Access and Ownership for Organizations: | ||
+ | |||
+ | ==== How Organizational Ownership works ==== | ||
+ | |||
+ | Only one Organization can own a nest. Nests created by Organization members are automatically " | ||
+ | |||
+ | By owning the nest, the Organization automatically has its [[: | ||
+ | |||
+ | ==== Giving an Organization ownership of a nest ==== | ||
+ | |||
+ | If you are already a member of an Organization, | ||
+ | |||
+ | - Click on the " | ||
+ | - If your Organization is not in the list, add it (see above). | ||
+ | - In the "Nest Owner" column, select the drop-down next to your Organization' | ||
+ | - In the drop-down, select " | ||
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==== How Organizational Ownership works ==== | ==== How Organizational Ownership works ==== | ||
- | Only one Organization can own a nest. Nests created by Organization members are automatically " | + | Only one Organization can own a nest. Nests created by Organization members are automatically " |
By owning the nest, the Organization automatically has its [[: | By owning the nest, the Organization automatically has its [[: | ||
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==== Adding Organizational access to a Nest: ==== | ==== Adding Organizational access to a Nest: ==== | ||
- | Note: **Access is distinct from ownership**! Any number of Organizations can be granted access to a nest (see instructions below), but this will only grant **user-level access to the nest for all Organization members,** and provide no other privileges/ | + | <WRAP center round important 60%> |
+ | Please note, for security reasons, you cannot add an organization to a nest that is not subscribed to the software. | ||
+ | </ | ||
+ | |||
+ | Note: **Access is distinct from ownership**! Any number of Organizations can be granted access to a nest (see instructions below), but this will only grant **user-level access to the nest for all Organization members, | ||
Adding an Organization to a Nest takes place in the [[: | Adding an Organization to a Nest takes place in the [[: | ||
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{{ : | {{ : | ||
- | - In the upper right of the new page, click "Add Organization." | + | - In the upper right of the new page, click "Add Organization." |
- | - Begin typing the Organization Name; once it pops up, select it from the drop-down. When complete, every member of the organization will be given access to the nest as users. | + | - Select an option |
After doing this, under Organization Management, the nest will be listed as below with number of nests detailed at the bottom: | After doing this, under Organization Management, the nest will be listed as below with number of nests detailed at the bottom: | ||
- | {{ : | + | {{ : |
- | <WRAP center round info 60%> | + | <WRAP center round info 60%> **When an organization-owned nest is made public, the organization |
- | **When an organization-owned nest is made public, the organization | + | |
- | </ | + | ===== Organization Subscription Status ===== |
+ | |||
+ | To see the organization subscription type, total number of licensed users, and the status, click " | ||
+ | |||
+ | Here you can manage the subscription and change number of users (click " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The organization history will show you a list of all members and the dates they were added/ | ||
+ | |||
+ | {{ : | ||
===== Organizational Folders ===== | ===== Organizational Folders ===== | ||
- | On top of the [[: | + | On top of the [[: |