i4designer Knowledgebase

Organizations Management

Abstract

Are you an i4designer system administrator? Check out this article and learn how to set up your own organization and how to manage it.

The users with administrative permissions can access the left side Organizations menu in order to manage Organizations.

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The Organizations menu

This menu is available only for the users having the following roles:

  • Administrator (Independent)

  • Administrator (belonging to an Organization)

  • Organization Administrator

Even though both of the above roles are permitted to access the Organizations menu, they will be granted with different views, concerning the list of Organizations. While the Administrators have no limited rights and will see the list of all system Organizations, the Organization Administrator will only see the Organization that they belong to. This restriction is also extended to the users invitations area, hence the Organization Administrator will only be allowed to issue new invitations to users being part of own Organization.

Tip

For more details on user permissions, please also visit the i4designer Security article.

When opening the i4designer Organizations menu the list of Organizations available for the currently logged in user is displayed. Further on, the following actions are available:

List_of_Organizations.jpg

The list of Organizations

Filtering the Organizations list

The list of Organizations features a simple search mechanism, allowing system administrators to easily pin-point Organizations.

By typing in the designated search field the Organization name or a part of the its name, the list is filtered to display only the corresponding results.

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Filtering the Organizations list

Sorting the Organizations list

Besides the filtering mechanism, the list can be also sorted in alphabetical order, by using the up / down arrows in the Name column header.

Sort_list.jpg

Sorting the Organizations list

Creating new Organizations

A new Organization can be added to the current i4designer session by clicking the Create organization button.

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The Create organization button

In the Create organization page the user is only required to fill in the Organization name and click the Create organization button to preserve the change.

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The Create organization page

Note

There can not be more organizations with the same name. The name of an Organization must be unique.

Editing listed Organizations

The listed Organizations can be updated by athe user with administrative rights, by clicking the Edit button from the Actions column.

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The Edit organization button

In the Edit organization page the user can process the desired changes and press the Update organization button to proceed or the Cancel button to return to the list view without processing any changes.

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The Edit organization page

Deleting listed Organizations

The redundant Organizations can be removed by clicking the Delete button from the Actions column.

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The Delete organization button

In the Delete organization page the user is required to confirm the deleteion operation, by clicking the Delete organization button. A warning message is also displayed in this view, indicating that any users belonging to the organization selected for deletion will be changed to independent users.

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The Delete organization page