Enalyzer Help Center

Managing your organization

ON THIS PAGE YOU'LL FIND:


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 employee accounts. Create an organization and invite your employees. Everything they create in the organization will always stay in the organization and can never be transferred out. Therefore, when an employee leaves an 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*:
    • read-only access to the reports and report versions shared with them.
  • 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
    • Add/remove employees, customize employee profiles and create groups
    • 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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INVITE COLLABORATORS

Organization admins can invite employees to join their organization as collaborators or readers. 

  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. Click the add (icon.JPG) icon. 
  4. Click on the dropdown menu, select the collaborator role, and click next.
  5. Insert the email addresses of the employees you want to invite to your organization separated by line breaks and click next.
  6. Click send now to send the invitations.

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INVITE READERS

Readers have to first be uploaded and invited later. This gives you the possibility to set everything up before you invite them, i.e. share reports and versions before you invite them. In other words, once you've invited them and they accept the invitation, they'll immediately be able to access their shared reports and report versions.

STEP 1: ADD READERS

You have to create a CSV file with your readers' information. The CSV file has to contain the following headers:

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

you can also choose to add the following headers:

  • personalid - refers to the reader'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 reader e.g. sales manager, CEO, etc. Comments can be used to tag and filter readers.

→ Download sample CSV with only mandatory headers

→ Download sample CSV with all headers

IMPORTANT: The CSV file must be encoded in UTF-8.

Now that you have your CSV file, it's time to upload it to Enalyzer: 

  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. Click on the add members (add-organizations.PNG) icon.
  4. Upload your CSV and review the information.
  5. Click add and you'll see them as part of the member list but remember they are not invited yet.

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STEP 2: INVITE READERS

  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. Click on the actions menu and select invite.
  4. Select the readers you want to invite and click the invite button.
  5. The sender's name and email are taken from your organization member profile. Review it and click next.
  6. Edit the email message content and click next.
  7. Edit the email message design and click next.
  8. Click send now to invite readers.

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IMPORT EMPLOYEES AND GROUPS FROM AZURE ACTIVE DIRECTORY

With the Azure Active Directory (AAD) automation, you can import AAD employees and groups into your organization automatically. Furthermore, you can define the organization role (collaborator or reader) the employees will have once they're imported. Imported employees can log in to your organization in Enalyzer with Azure single sign-on. This is an organization exclusive feature.

To add the AAD automation, you have to:

  1. Go to the automations area (automations.png) and select Enalyzer.
  2. Click on the add automation button and select Azure Active Directory.
  3. Log into your Microsoft account. You need to have admin rights to connect to Enalyzer.
  4. Enalyzer will request permission, accept to proceed.
  5. You'll be sent back to Enalyzer where you have to map the fields by linking the variables from Microsoft AAD on the right to the organization employee variables on the left. If there is an AAD variable you don't want to map, select the skip option. Once you're done mapping, click next.
  6. Name your automation.
  7. Select the default organization role for imported employees, i.e. the imported employees will be given the selected role in your organization.
  8. If you want to import your AAD group structure into your organization, enable the group synchronization setting. This means in the event of any subgroups in AAD, these will be added subgroups in your organization.
  9. Finally, select the AAD groups you want to import to your organization by searching for them. When you're done, click next.
  10. You'll receive an overview of the number of employees you're about to import. Click connect now* to finish setting up for your automation.
  11. You're done. The automation runs every 15 minutes, so it will continue to import new employees from your AAD.

*You have to be an organization administrator to enable the automation. Collaborators can create but not enable them.

blog-icon-warning.jpg If the automation owner stops being an organization administrator, the automation is disabled automatically.

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REMOVE EMPLOYEES FROM YOUR ORGANIZATION

Organizations help you secure your data from employee turnover. In other words, once an employee 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 EMPLOYEES

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.

Note: Once you disconnect the contract from the organization, you'll be no longer able to change or assign plans to the organization's employees.

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