The permissions of an organisation and it's 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 wanted to. To access All organisations navigate to Your profile > System admin:
Click Organisation groups under Users, organisations & groups
The Organisation groups screen is displayed:
All organisation groups will be displayed. Click the name of an organisation group to view all of the organisations in that group.
Adding and removing organisation groups
To add a new organisation group, click Add in the Organisation groups screen:
The New organisation screen is displayed:
The new organisation group is given a name by default (this is 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, click Add:
Use the search box to search for the organisation(s) you want to add to your group. Additionally, click 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 click Remove:
The following dialogue box will be displayed:
Click Remove to remove the organisation from the group, or click Cancel to cancel the operation.
When an organisation is successfully removed, the following message is displayed:
If you are trying to remove more than 1 organisation from a group, the following message is displayed:
With the following message, once they are removed successfully:
Group permissions
When viewing an organisation group, you have access to the group permissions. Click 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.
More actions
To access the More actions options, click 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.
