Organization Area

The organization area allows you to get an overview of all your spaces and to manage users and your subscription.

Organization Dashboard

You can see who is the owner of the spaces and how many users are available for each of them. Besides the list of spaces you will also see three charts for a quick overview of the number of spaces, users in general, and, additionally, a representation of the traffic with a progress bar filling up to the first free terabyte we grant per organization subscription. You can also add spaces that are outside your organization and on your personal account to the organization by selecting it and pressing "Add space".

Users

An overview of all users in your organization. Those include your own team and all your customers or external members. You can assign each of your users a role in your organization. Available roles are:

• Owner Deprecated
  • Access to the organization area
  • Can manage users (all roles)
  • Can manage subscription
  • Access to invoices
• Admin
  • Access to the organization Area
  • Can manage users (cannot assign ownership)
• Member
  • Does not have access to the organization area

Owner and admin should be used for your team. The member role is for your customers who should not see other organization members. The roles do not have any effects on the collaborator roles per space, as they are only assigned within the organization. The collaborator logic is still the same for each space.

Settings

Information of your organization's name and additional configurations for white labeling and other specific configurations for your organization.

Organization Activities

With the Activities log, you can see an overview of all activities in your organization. To get a more tailored view, you can filter activities by:

• Spaces {1}: Select specific spaces in your organization.
• Activity type {2}: Choose from various activity types such as Blocks, Stories, Workflows, Workflow Stages, and Stage Changes.
• Users {3}: With this, you can filter activities associated with a specific user or a group of users.
• Dates: Use the From {4} and To {5} filters to see specific activities on a selected date.

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Adding space to organization

To add a space to your organization, navigate to your organization dashboard and click on the "Spaces" tab {1}, click on the "Add new" button {2}, and select the space you want to add to your organization using the input field {3} and Save. The space will now appear in your organization dashboard.

Removing a space from an organization

To remove a space from your organization, navigate to your organization dashboard and Click on the Spaces tab {1}, Click on the ellipsis {2} on the space they want to remove, and then click the "Remove from Organization" button {3} to remove it.

Add users to the organization

To add users to an organization, navigate to the User Management tab on your organization {1} and click the Add user {2} button.

Next, fill in the user details, outline the user role {1} and save, as shown below.