Organisation groups

The permissions of an organisation and its users can be managed by a system administrator at the following levels:

An organisation group There is a default organisation group called 'All Organisations', which is used as the base level of access provided to all organisations and their users. This provides the minimum level of access that you are happy for all of your clients to have. All organisations, when created, get added to this group automatically and all users associated with these companies inherit these permissions. You can also create other 'Organisation groups' to collect your clients for filters like 'All banking clients' if you want to. To access

All organisations

navigate to

Your profile

>

System admin

:

Select

Organisation groups

under

Users, organisations & groups

The

Organisation groups

screen opens:

All organisation groups will be displayed. Click the name of an organisation group to view all of the organisations in that group.

To add a new organisation group, select

Add

in the

Organisation groups

screen:

The

New organisation

screen opens:

The new organisation group is given a name by default (based on how many have been created in the past) so the name in the screenshot is New Organisation group5. To rename the organisation group name, click the pencil icon:

The field becomes an edit field where you can enter your new name. Click the tick to save the changes, or cross to cancel the changes:

To add an organisation to your new group, select

Add

:

Use the search box to search for the organisation(s) you want to add to your group. Additionally, select

Add multiple organisations

to display the organisation list, where you can search for and select multiple organisations at once.

Once you have successfully added organisations to your organisation group, the following banner will be displayed:

To remove an existing organisation from an organisation group, click the checkbox next to the name of the organisation you want to remove, and select

Remove

: The following dialogue box opens:

Select

Remove

to remove the organisation from the group, or select

Cancel

to cancel the operation.

When an organisation is successfully removed, the following message displays:

If you are trying to remove more than 1 organisation from a group, the following message displays:

With the following message, once they are removed successfully:

When viewing an organisation group, you have access to the group permissions. Select

Group permissions

:

To view the

Manage permissions

screen:

Here you can give access to and edit the metadata available to specific organisations in the organisation group.

To access the

More actions

options, select

More actions

next to the organisation group you want to work on:

Here, you have the options to

Edit group

,

Edit permissions

,

Make private

(this will change to

Make shared

when an organisation group is already private) and

Delete.

Making an organisation group Private/Shared means that...

You can also access

Make public

,

Make shared

and

Delete

via

More

after you have selected the organisation groups checkbox:

Finally, as discussed above, when managing organisation groups, you have access to the following options:

These options are disabled by default for auto-created system organisation groups because you cannot add or remove the people in these groups.

But for custom organisation groups, you will have access to these functions:

The

Add

button allowing you to add 1 or more organisations and the

Remove

button enabling you to remove the selected organisations.