Enalyzer Help Center

Managing your organization

IN THIS ARTICLE:


ABOUT ORGANIZATIONS

With organizations, companies can ensure that all data and content related to the company is centralized and kept in one place instead of distributed throughout individual accounts. Create an organization and invite everyone. Everything people create in the organization will always stay in the organization and can never be transferred out. Therefore, when a member leaves the organization, they leave the work they have done in the organization.

To create an organization, all you have to do is:

  1. Head over to the homepage and click on the back arrow at the top left of the page.
  2. Click on the add organization (add_organization) button.
  3. Name your organization and click continue.
  4. Your organization is now created and you will be taken to the design page where you can upload a profile picture, watermark picture, and select the background color for the organization.

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ORGANIZATION MEMBER ROLES

There are three roles for organization members: administrator, collaborator, and reader.

  • Readers have*:
  • Collaborators can:
    • Create their own surveys, reports, and workspaces.
    • Collaborate with other organization members via workspaces
    • Share online reports with other organization members
  • Administrators can do everything collaborators can, plus:
    • Change the organization's name and design
    • Invite/remove organization members
    • Customize member profiles and create teams
    • Change member roles
    • Connect a contract to the organization
    • Allocate available plans in the contract

* Reports with data series, more than 1 section, or more than 10 elements require readers to have a paid plan.

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ADD MEMBERS TO YOUR ORGANIZATION

You can add members to your organization manually, as well as import them with a CSV file. When adding members manually, you can choose to invite the members to work collectively in your organization or you can simply import the member data for surveys and not invite them to join the organization.

ADD MANUALLY

Organization admins can invite people to join their organization as administrators, collaborators, or readers. When adding members manually, you can choose to send the invitations immediately or at a later time.

SEND NOW

This option will immediately send an email invitation to the member you add to the organization. To send invitations immediately, you have to:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click the add organization member (icon.JPG) icon. 
  4. Select the member role and add their information.
    blog-icon-warning.jpg The first name, last name, and email fields are mandatory.
  5. Under member invitation, select send now. Select send later to send the invitations to the members at a later point. 
  6. When you're ready and click next.
  7. A pop-up window will confirm that an invitation has been sent.

SEND LATER

This option allows you to customize your email invitation and send it later to the members you add to the organization. To send invitations later, you have to first add the members and invite them later.

To add a member without inviting them:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click the add organization member (icon.JPG) icon. 
  4. Select the member role and add their information.
    blog-icon-warning.jpg The first name, last name, and email fields are mandatory.
  5. Under member invitation, select send later.
  6. When you're ready and click next.
  7. The member will be added to the members list.

When you're ready to send the invitations, you have to:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click on the actions menu and select invite.
  4. Select the members you want to invite and click the invite button.
  5. Insert the sender's name and email and click next.
  6. Edit the invitation content and click next.
  7. Edit the invitation design and click next.
  8. Click send now to invite the members.

 

IMPORT MEMBERS

You can save some time by importing your members instead of adding them manually. To import members, you have to create a CSV file with your members' information. The CSV file has to contain the following headers:

  • firstname - refers to the member's first name.
  • lastname - refers to the member's last name.
  • email - refers to the member's email.

You can also choose to add the following headers:

  • personalid - refers to the member's personal ID. If you do not include this in your CSV file, Enalyzer will take their email as a personal ID.
  • comment - refers to any comments you might have for a member e.g. sales manager, CEO, etc. Comments can be used to tag and filter members.
  • teamid - add the member to a team by inserting the team ID.
  • You can also add any variables you've added to the member profiles.

→ Download sample CSV with only mandatory headers

→ Download sample CSV with all headers

 

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The CSV file must be encoded in UTF-8.

 

Once your CSV file is ready to go, it is time to import your members, all you have to do is:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click on the options menu and select import members.
  4. Upload or drag/drop the CSV file with the member information.
  5. Map the fields by linking the CSV fields on the left to the member variables on the right. If there is a variable you don't want to import, select the skip option.
  6. When you're ready, click next.
  7. Review the member information and click add.
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Members will be imported as readers. You can change the member role after importing.

 

Importing members does not send out invitations to your organization. To invite imported members, you have to:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click on the actions menu and select invite.
  4. Select the members you want to invite and click the invite button.
  5. Insert the sender's name and email and click next.
  6. Edit the invitation content and click next.
  7. Edit the invitation design and click next.
  8. Click send now to invite the members.

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REMOVE MEMBERS FROM YOUR ORGANIZATION

Organizations help you secure your data from member turnover. In other words, once someone leaves the company you can remove them from your Enalyzer organization. All their content will stay in your organization and cannot be transferred out.

  1. Head over to the homepage, click on the back arrow at the top left of the page, and select your organization. If you're already in the organization, click on your name at the top right of the page and select organization.
  2. Select members in the side menu.
  3. Select the member(s) you want to remove.
  4. Click the actions menu and select remove.
  5. A dialogue box will pop up asking you if you're sure, if you are, click remove.
  6. The member(s) will be removed automatically.

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CONNECT YOUR CONTRACT TO YOUR ORGANIZATION

If your company has a contract with Enalyzer, you are able to connect it with your organization. This enables you to allocate contract plans automatically or manually among your organization members. In other words, you'll be able to synchronize your contract plans with your organization members.

ORGANIZATION AND CONTRACT ADMINISTRATORS

If you manage both the organization and contract, connecting the two is a piece of cake. All you have to do is:

  1. Head over to the homepage, click on the back arrow at the top left of the page, and select your organization. If you're already in the organization, click on your name at the top right of the page and select organization.
  2. Click contract on the side menu.
  3. Click the connect button.
  4. Open the dropdown menu, select your contract, and click next.
  5. Your organization and the contract are now connected. You can always access your Enalyzer contract from there and have an overview of the available plans in your contract.

ONLY ORGANIZATION ADMINISTRATORS

If you manage the organization but not the contract,  you'll need the contract's connection key from the contract administrator. The contract administrator can find the key by:

  1. Click on their name at the top right corner and click account.
  2. Select contract on the side menu.
  3. Click on the add members (add-organizations.PNG) icon and they'll see the connection key. Ask them to share the key with you.
  4. Once you have the key, head over to the homepage, click on the back arrow at the top left of the page, and select your organization. If you're already in the organization, click on your name at the top right of the page and select organization.
  5. Click contract on the side menu.
  6. Click the connect button.
  7. Open the dropdown menu, select use connection key, and click next.
  8. Enter the connection key and click connect.
  9. Your organization and the contract are now connected.

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ASSIGN CONTRACT PLANS TO YOUR MEMBERS

Once your contract is connected to your organization, you can assign your contract plans to your organization members. You can do this manually or automatically.

MANUAL ALLOCATION

  1. Head over to the homepage, click on the back arrow at the top left of the page, and select your organization. If you're already in the organization, click on your name at the top right of the page and select organization.
  2. Click on members on the side menu.
  3. Click on the organization member and click the dropdown menu under plan to make your changes.
  4. Changes are saved automatically.

AUTOMATIC ALLOCATION

Instead of allocating contract plans manually, you could opt for doing it automatically. What that entails is that at any point that one of your organization members makes use of a paid feature, they will automatically be allocated one of the plans in your contract.

  1. Head over to the homepage, click on the back arrow at the top left of the page, and select your organization. If you're already in the organization, click on your name at the top right of the page and select organization.
  2. Click contract on the side menu.
  3. Enable the allocate plans automatically option.

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DISCONNECT YOUR CONTRACT FROM YOUR ORGANIZATION

If for whatever reason you need to disconnect your contract from your organization, all you have to do is:

  1. Go to your organization and click contract on the side menu.
  2. Click the disconnect button and accept the dialogue.
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Once you disconnect the contract from the organization, you'll be no longer able to change or assign plans to the organization's members.

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