Organizations in GoodVision function as collaborative workspaces where team members can work together or individually on traffic projects. This feature is available only to users with an active subscription plan and during the trial period. The creator of an organization becomes its owner, with the authority to add members, assign roles, and manage plan seats. Team members can be assigned to specific projects and contribute to their progress.
Creating an Organization
To set up your own organization, follow these steps:
Go to the Organization section in the User Menu.
Click New Organization.
Picture 1: Create new organization
Step-by-Step Guide to Configuring Your Organization
Define Your Organization’s Name: Enter a name for your organization (e.g., your company name). This name can be changed at any time.
Upload Your Organization’s Logo:
Square Logo: Use a .png file with a 1:1 aspect ratio. This logo will appear in profile pictures and favicons, so ensure it is clear and visually appealing.
Rectangular Logo: Use a .png file with a 16:9 aspect ratio. This is ideal for banners and headers.
Choose a Custom Subdomain: Select a custom subdomain for your organization (e.g., yourcompany.goodvision.com). Ensure it reflects your organization’s name or purpose.
Set Date and Time Format: Review the default date/time format (MM/dd/yyyy - HH:mm) and adjust it to match your region’s standards if necessary.
Pick or Create a Theme:
Choose an Existing Theme: Select from pre-designed themes to match your brand.
Create a Custom Theme: Design your own theme with brand colors, fonts, and layout preferences.
Final Steps:
Review Your Settings: Double-check all your settings before proceeding.
Save Your Changes: Once satisfied, save the configurations to apply them.
Picture 2: Customize your organization settings
Inviting and Managing Team Members
You can invite new members by entering their name and email address in the invitation form. An email will be sent, and the member becomes active after clicking the Verify Your Email button. If a member does not accept the invitation, they remain in an INACTIVE state. Owners and Managers can resend invitations as needed. Once user can not be a member of more than 1 organization.
Click on Invite new member button
Fill in the name, email and Role
Choose if a new member has a platform seat
Click Invite button
Picture 3: Inviting new member to the organization
NOTE: Only a member with an active plan seat can access projects.
Roles and Permissions
Every organization member is assigned a role and a plan seat. The plan seat refers to the number of seats available under your subscription plan, determining how many users can actively participate in projects.
There are three roles for team members:
Owner
Manager
User
The Owner and Manager have administrative rights in addition to traffic analysis capabilities. Their key rights include:
Inviting and removing organization members
Assigning or revoking plan seats
Creating and deleting projects, as well as allocating users
Accessing the Billing section and handling purchases
Users have limited access. They can:
Upload videos
Analyze data
Generate reports
They do not have access to the Billing section or Organization Settings.
Custom Permissions: Depending on the role and project, permissions can be customized (e.g., a Manager with read-only access or a User as an editor).
NOTE: Removing a member from an organization deactivates their account.
Frequently Asked Questions (FAQ)
1. Can I transfer ownership of the organization to another member?
Yes, you can transfer ownership. Contact Customer Support for assistance with the transfer process.
2. How do I change the role of an existing member?
To change a member’s role, go to the Organization section, find the member in the list, and select Edit Role by clicking the pencil icon. Only the Owner or a Manager can change roles.
3. What happens if I remove a member from the organization?
When a member is removed, their account is deactivated, and they lose access to all projects and data. You can re-invite them if needed.
4. What is a plan seat, and how does it affect my organization?
A plan seat determines the number of active members allowed under your subscription. Each active member occupies one plan seat. If you run out of seats, you can upgrade your plan or purchase extra seats.
5. Can I add external collaborators to my organization without them taking up a plan seat?
No, only members with an active plan seat can access projects, regardless of their role. Ensure your plan accommodates the number of team members you want to include.
6. How do I change my organization’s logo or subdomain?
To change your logo or subdomain, go to Organization Settings, click the pencil icon in the top right corner, and upload a new logo or adjust your subdomain under the customization options.
7. Can I assign different roles or permissions for different projects within the same organization?
Yes, roles and permissions can be customized at both the organization and project level. For example, a Manager at the organization level may have read-only access to certain projects.
8. What happens if my subscription expires?
If your subscription expires, your organization will lose access to its projects, but the settings will remain unchanged.
9. How do I delete my organization?
To delete your organization, navigate to Organization Settings and select Delete Organization. This action is irreversible, and all projects, data, members and settings will be permanently removed.
10. Can I restore a member who was accidentally removed?
No, once a member is removed, their account is deactivated. However, you can re-invite them by sending a new invitation.
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