Organization Members

About Organization Members

You can invite your entire organization or company to join Enalyzer so you can all create surveys and reports together, and keep all your data under one online roof. Everything members create will always stay in the organization and cannot be transferred out. Therefore, when a member leaves the organization, they leave the work they have done in the organization.

Organization admins can invite people to join the organization as members by adding them one by one or importing their information in bulk. Alternatively, you can integrate with Azure Active Directory and provide members with Single Sign-On.

Members’ names are determined by the admin that adds them to the organization, which means that in rare cases there can be a discrepancy between the account and organization member name. Regardless, the admins can always see the members' connected accounts under the member profiles.

Organization Member Roles

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

Readers have:

Reports can only be read by users with a paid plan. Free users will view simulated data instead.

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

Add Members One by One

Organization admins can invite people to join their organization as administrators, collaborators, or readers. When adding members one by one, 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 (TealPlusIcon.png) icon. 
  4. Select the member role and add their information.

    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 (TealPlusIcon.png) icon. 
  4. Select the member role and add their information.

    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 member 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

CREATE YOUR CSV FILE

You can save some time by importing your members instead of adding them one by one. 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.

The CSV file must be encoded in UTF-8. You can't import more than 10.000 members at a time.

UPLOAD CSV FILE WITH MEMBER INFORMATION

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.

INVITE IMPORTED MEMBERS

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.

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 stays in your organization and cannot be transferred out of it.

When a member is removed from the organization, all the work they created in the organization will remain there. If a member has to be removed from an organization and someone else has to take over their surveys and reports, we recommend the following before removing the member:

  1. The organization admin invites the new person to the organization.
  2. The organization admin or the new member creates a workspace and adds the member that is going to be removed.
  3. The member that will be removed should add their surveys and reports to the new workspace.
  4. If you have a contract with Enalyzer and it's connected to your organization, remove the contract plan from the member.

Now you can remove the members from the organization and the new member would have access to the surveys and reports. To remove a member for an organization, an organization admin has to:

  1. Head 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.

If a member is removed without sharing their surveys/reports via a workspace with other organization members, they will not be visible to anyone in the organization. To access or delete them, the organization admin has to contact our Customer Success Team.

If you have a contract with Enalyzer and it's connected to your organization, removing a member from the organization does not remove them from the contract.

Leave An Organization

When you leave an organization, all the work you created in the organization will remain there. If you have to leave an organization and someone else has to take over your surveys and reports, we recommend the following before leaving the organization:

  1. The organization admin invites the new person to the organization.
  2. The organization admin or the new member creates a workspace and adds the member that is going to be removed.
  3. Add their surveys and reports to the new workspace.
  4. If the organization is connected to a contract, the organization admin has to remove the contract plan that has been assigned to you.

Now you can leave the organization and the new member will have access to the surveys and reports. To leave an organization, you have to:

  1. Head over to the front page, click on the organization area, and click on profile.
  2. Under your organization profile information, click on leave this organization.
  3. A dialogue box will pop up asking you if you're sure, if you are, click leave.
  4. You'll be removed automatically.

Once you leave an organization, you leave all the content you've created behind. If you are ever invited back, you will regain access to the content that you left in the organization.

If a member leaves without sharing their surveys/reports via a workspace with other organization members, they will not be visible to anyone in the organization. To access or delete them, the organization admin has to contact our Customer Success Team.

If you have a contract with Enalyzer and it's connected to your organization, removing a member from the organization does not remove them from the contract.

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