Admin functionality

Migrate an existing ‘master account’ to become an organization account

You can edit an existing user account to become an Organization account. Using the Check option makes sure there are no other accounts already flagged as Organization accounts with the same customer reference number.

The account will need to have an organization permit allocated to it so they can access the members area. Any accounts with the same customer reference number will automatically be added as members. We recommend checking which accounts these are, by filtering the list of users by the customer reference number. Each member will already have their own licence and permit. They will continue to work exactly as before, so either using their own work area and shared folders. A root share can be assigned to them resulting in the member seeing the root share, their own work plus any shared work.

Over time, they may migrate their surveys to the root share.

Creating a link for a customer to use to create their own Organization account

In the HubAdmin there are new product types for Organizations: Organization permit and Organization primary account.

The Organization permit is like a User permit, that the Organization owns. Members who have the Organization admin permissions can allocate this permit. It can be added or removed, as required.

The Organization primary account creates a new organization account with a unique customer reference.

When creating an order link for a new customer it is likely there will be several products in the order.

Customer Order example

For example, the following order includes:

• Admin – organization permit – An organization permit of type Admin to assign to a team member so they can have admin permissions.
• Company Y primary account – A primary account for ‘Company Y’
• Organization admin user permit – A User permit to allow organization admin permissions
• Researcher – organization permit x5 – An Organization permit of type Researcher x 5. This allows you to invite 5 additional team members.
• Researcher user permit – A User permit to allow creating surveys etc
• Unlimited user licence – a user licence for the primary account. This account will own the resources and unit usage will come off this licence

When imported, this would allow the user to create a primary account, which has the permissions to invite team members, manage their folder access, create surveys, collect responses. They could assign admin permissions to one of the team and assign Researcher permissions to 5 team members. They can remove users from the team, for example, when someone leaves, and invite new team members.