Org Admins can access the Organization Settings page by clicking the gear icon next to the organization name in the workspace dropdown menu.
SETTINGS
Session Expiration
Org Admins can set the session time limit (in minutes) for every workspace within that organization. This will impact all users.
The users of that workspace will get logged out if they donโt have any activity for that period of time.
Enable Login Disclaimer
A login disclaimer can be enabled so all users will see and acknowledge the text upon logging in to the application. Enable in the Org Settings, so it is applied Organization wide.
Enable Footer Text
Enable this setting to add a footer to the bottom of all workspaces in the organization.
NOTE: You may need to refresh the page for the footer to appear.
USERS
On this screen you can see all of the users in the organization, which workspaces they are in, and if they count towards your paid seat count.
Clicking into a user will show what access levels and Operator Roles are assigned for each workspace.
NOTE: You will not be able to make any changes to workspaces, access levels, or operator roles from this screen.
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โClick here to learn how to edit user access levels and operator roles.
Add New Org Admin
In addition to being able to view every users email, access level, and role โ Org Admins can also grant Org Admin access to other users.
Simply click on the user, change their access level to Org Admin, and click Update User.
Unlock Locked Users
If a user enters the wrong password four times, they'll be locked out of their account for 15 minutes.
All locked users will be found at the bottom of the Organization User page.
Only an Org Admin can unlock a locked user before the 15 minutes is up.
Reports
Organization wide user reports can be generated by Org Admins from the Reports tab of the Organization Settings.
The report contains organization wide information about user access and billing status across all workspaces.
Insights
Org Admins can view aggregated insights across multiple workspaces in your organization. Select one or more workspaces from the filters to see combined data.
Anything you can do from the Trends tab in Insights can now be performed across all of your workspaces in the Insights section of the Organization Settings page.
Check out this Insights Guide for more info.
Customer Billing Portal
Self-Service Billing
Organization Admins can view the Customer Billing Portal page to self-service various aspects of Billing.
In the Organization Settings screen, click on Billing and then Manage Billing to navigate to the Customer Billing Portal page.
Here you can review your current subscriptions and invoices, as well as update addresses and payment methods.
Subscription Management
Admins will be able to see the number of paid seats occupied and available under Settings > Users.
Org Admins will see a link to Add Seats which will direct them to the Organization Settings Screen.
Clicking Add will bring up a modal to select the number of seats to add.
A confirmation screen with the price breakdown will be displayed with the option to confirm or cancel the order.
The organizations default payment method will be charged automatically.