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wiki:autolit:admin:settings:orgs [2023/06/15 00:49]
jthurnham [Adding Organizational access to a Nest:] 		wiki:autolit:admin:settings:orgs [2024/02/14 10:21] (current)
jthurnham [How Organizational Ownership works]
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 Organizations can help you: Organizations can help you:
  
-  - **[[wiki:autolit:admin:settings:orgs#add_organizational_members_and_admins|Add Organizational access]]** to a nest rather than adding Users individually.+  - **[[:wiki:autolit:admin:settings:orgs#add_organizational_members_and_admins|Add Organizational access]]** to a nest rather than adding Users individually.
   - Maintain a set of **[[:wiki:autolit:admin:settings:orgs#access_and_ownership_for_organizations|Organizationally 'owned' nests]]**.   - Maintain a set of **[[:wiki:autolit:admin:settings:orgs#access_and_ownership_for_organizations|Organizationally 'owned' nests]]**.
   - Create and manage **[[:wiki:autolit:admin:settings:orgs:templates|]]**.   - Create and manage **[[:wiki:autolit:admin:settings:orgs:templates|]]**.
- 
  
 ===== Video Guidance ===== ===== Video Guidance =====
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 {{youtube>1WsQP15DsR8}} {{youtube>1WsQP15DsR8}}
- 
- 
  
 **Manage Organizations, Members, and Templates** **Manage Organizations, Members, and Templates**
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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, the Organization Details and Members should be editable under Manage Organization: Once you have selected an Organization, the Organization Details and Members should be editable under Manage Organization:
  
-{{ :undefined:orgggg.png?nolink |}}+{{  :undefined:orgggg.png?nolink&  }}
  
 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/abbreviated Name, or Organization URL, type in the new name/URL and click "Save."   - To change Organization Name, Secondary/abbreviated Name, or Organization URL, type in the new name/URL and click "Save."
 +  - 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 ===
 +
 +If you need to delete an Organization, the Owner of the Organization must contact **support@nested-knowledge.com**  and note the exact name of the Organization to be deleted.
  
 ---- ----
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 From the Organization page, select "Invite Members." Number of total users will also be shown at the bottom. From the Organization page, select "Invite Members." Number of total users will also be shown at the bottom.
  
-{{ :undefined:org7.png?nolink |}}+{{  :undefined:org7.png?nolink&  }}
  
 === 5b. Enter the User's email === === 5b. Enter the User's email ===
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 **//To change the owner of an Organization, please contact us directly to verify your ownership identity and the new owner.//  ** **//To change the owner of an Organization, please contact us directly to verify your ownership identity and the new owner.//  **
- 
  
 ==== 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:autolit:admin:configure#synthesis|made public]], each Owner and Admin of the Organization is sent an email to ensure that the public settings are appropriate. +When a Synthesis page for a nest owned by an Organization is [[:wiki:autolit:admin:configure#synthesis|made public]], each Owner and Admin of the Organization is sent an email to ensure that the public settings are appropriate.
-==== 7. Requesting to join an Organization ====+
  
-Users who are not organization admins may request to join an organization at any time. To do this, visit the [[https://nested-knowledge.com/manage/organization|Organizations Management page]], click "Join Organization," type in the organization you wish to join and select from the drop down options. Organization admins will receive this request to approve or deny.+==== 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:autolit:admin:settings:teams|See here for more on how to configure and use Teams.]]
  
  
 +
 +----
 ===== Access and Ownership for Organizations: ===== ===== Access and Ownership for Organizations: =====
  
 ==== How Organizational Ownership works ==== ==== How Organizational Ownership works ====
  
-Only one Organization can own a nest. Nests created by Organization members are automatically "owned" by that Organization, or Organizational Ownership can be given by the Nest Owner (see below). If an Organization owns a nest, any Organizational Owner or Admin are automatically made [[:wiki:autolit:admin:settings:users#manage_users_access|Admins]] on the nest, and the nest is listed on the Organization Management page.+Only one Organization can own a nest. Nests created by Organization members are automatically "owned" by that Organization, or Organizational Ownership can be given by the Nest Owner (see below). If an Organization owns a nest, any Organizational Owner or Admin are automatically made Admins on the nest, and the nest is listed on the Organization Management page.
  
 By owning the nest, the Organization automatically has its [[:wiki:autolit:admin:settings:orgs:templates|]] populated into the nest. The nest's hierarchy will also be available to be added and/or edited to become a [[:wiki:autolit:admin:settings:orgs:templates#tagging_hierarchy_templates|Hierarchy Template]]. By owning the nest, the Organization automatically has its [[:wiki:autolit:admin:settings:orgs:templates|]] populated into the nest. The nest's hierarchy will also be available to be added and/or edited to become a [[:wiki:autolit:admin:settings:orgs:templates#tagging_hierarchy_templates|Hierarchy Template]].
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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/capabilities. In effect, Organizational access should be treated as 'bulk-sharing'.+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/capabilities. In effect, Organizational access should be treated as 'bulk-sharing'.
  
 Adding an Organization to a Nest takes place in the [[:wiki:autolit:admin:configure|Settings Page]], not in the Organization Management page. Adding an Organization to a Nest takes place in the [[:wiki:autolit:admin:configure|Settings Page]], not in the Organization Management page.
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   - 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.   - 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.
  
-After doing this, under Organization Management, the nest will be listed as below:+After doing this, under Organization Management, the nest will be listed as below with number of nests detailed at the bottom:
  
-{{ :undefined:orgnestownership.png?nolink |}}+{{  :undefined:orgnestownership.png?nolink&  }}
  
-<WRAP center round info 60%> +<WRAP center round info 60%> **When an organization-owned nest is made public, the organization owner receives an email notification to confirm.**  </WRAP> 
-**When an organization-owned nest is made public, the organization owner receives an email notification to confirm.**+ 
 + 
 +===== Access and Ownership for Organizations: ===== 
 + 
 +==== How Organizational Ownership works ==== 
 + 
 +Only one Organization can own a nest. Nests created by Organization members are automatically "owned" by that Organization, or Organizational Ownership can be given by the Nest Owner (see below). If an Organization owns a nest, any Organizational Owner or Admin are automatically made [[:wiki:autolit:access#individual_access_privilegesadmin_vs_user|Admins]] on the nest, and the nest is listed on the Organization Management page. 
 + 
 +By owning the nest, the Organization automatically has its [[:wiki:autolit:admin:settings:orgs:templates|]] populated into the nest. The nest's hierarchy will also be available to be added and/or edited to become a [[:wiki:autolit:admin:settings:orgs:templates#tagging_hierarchy_templates|Hierarchy Template]]. 
 + 
 +==== Giving an Organization ownership of a nest ==== 
 + 
 +If you are already a member of an Organization, it should have Ownership automatically. However, if this needs to be manually granted: 
 + 
 +  - Click on the "Organization" tab in the "Collaborator" panel. 
 +  - 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's name. 
 +  - In the drop-down, select "Owner." 
 + 
 +==== Adding Organizational access to a Nest: ==== 
 + 
 +<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.
 </WRAP> </WRAP>
 +
 +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/capabilities. In effect, Organizational access should be treated as 'bulk-sharing'.
 +
 +Adding an Organization to a Nest takes place in the [[:wiki:autolit:admin:configure|Settings Page]], not in the Organization Management page.
 +
 +To add by organization:
 +
 +  - Click on the "Organization" tab in the "Collaborator" panel.
 +
 +{{  :wiki:autolit:admin:settings:img14.png?nolink&  }}
 +
 +  - In the upper right of the new page, click "Add Organization." Options will include all organizations you are a member of.
 +  - Select an option from the drop-down. When complete, every member of the organization will be given access to the nest as users.
 +
 +After doing this, under Organization Management, the nest will be listed as below with number of nests detailed at the bottom:
 +
 +{{  :undefined:orgnestownership.png?nolink&  }}
 +
 +<WRAP center round info 60%> **When an organization-owned nest is made public, the organization contact receives an email notification to confirm.**  </WRAP>
 +
 +===== Organization Subscription Status =====
 +
 +To see the organization subscription type, total number of licensed users, and the status, click "Organization Details."
 +
 +Here you can manage the subscription and change number of users (click "Manage) and track and audit organization membership history (click "History).
 +
 +{{  :undefined:screenshot_2023-09-26_at_15.18.50.png?nolink&  }}
 +
 +The organization history will show you a list of all members and the dates they were added/removed.
 +
 +{{  :undefined:screenshot_2023-09-26_at_15.16.12.png?nolink&  }}
  
 ===== Organizational Folders ===== ===== Organizational Folders =====
  
-On top of the [[:wiki:autolit:admin:settings:orgs:templates|]], Organizations enable you to create shareable folder structures across your entire Organization. See [[wiki:autolit:admin:settings:orgs:folders|here]] for details!+On top of the [[:wiki:autolit:admin:settings:orgs:templates|]], Organizations enable you to create shareable folder structures across your entire Organization. See [[:wiki:autolit:admin:settings:orgs:folders|here]] for details! 
  
wiki/autolit/admin/settings/orgs.1686790144.txt.gz · Last modified: 2023/06/15 00:49 by jthurnham

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