Articles on: Organization

What can organization admins do?

As an organization admin, you can assign the "Organization administration " and "Organization project management " permissions and add employees to the organization:

Click Your Name (1.) and then click Organization (2.). Next, click on the Manage Employees button (3.).

A new window opens. By selecting or deselecting the checkboxes (1.), you can determine which employees receive which rights. You also have the option of deleting employees from your organization or adding them to it. To do this, click on the Remove button (2.) or add employees to the organization by clicking on the + Add employees button (3.).

All other settings that you can make as an organization admin can also be found under Organization.

Modify your own organizational data. => How do I adjust the organisation information?
Manage licenses. => How do I buy and manage licenses?
Create task templates => How do I create a task template?
Delete task templates => How do I delete a task template?
Create protocol templates. => How to create a protocol template
Delete a log template => How to delete a log template
Create reception templates. => How do I create an acceptance template?
Delete a reception template. => How do I delete an acceptance template?
Create export templates in portrait or landscape format => How to create an export template?
Add internal collaborators to a project => How to add/remove collaborators to a project

Updated on: 22/09/2023

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