Organization information and role settings are housed under this menu option. Here, an administrator can view and edit company details as well as manage roles settings. Also they can do the Role Setting for all the existing roles in the Organization.
View & Edit Organization Details
Steps to Access Organization Information:
1. Click Administration.
2. Click User Management within the OWL Admin menu.
3. Click Organization.
4. This will open the Organization Information page.
5. The organization’s Name, Timezone, Language, Address, and Primary Contact details are housed here.
6. The users having an administrator license can view and edit the organization details. Only the super administrators have access to edit the Primary Contact user in the Organization.
7. Click on the Edit button on the Organization page to edit the organization information.
8. All the Organization fields will open in an editable mode except the organization name.
9. Edit whatever fields are required and click on the Save button to save the organization details.
10. Supervisors and admin team users will have only view access to this screen; they cannot change any information.
Organization Role Settings
This is the page where admins can view all the roles created and the settings made to them inside the organization.
Access and Permissions:
• Administrators and Super Administrators have unrestricted access to view and modify role settings across all departments within the organization.
• Users with the "Administrators Team" or "Administrator Team User" license are granted full access to view and edit role settings specific to their department.
• Users with the "Supervisors" or "Supervisor-user" license can view role settings within their department, but do not have permission to make changes.
Steps to Access Role Settings:
1. Click Administration.
2. Click User Management.
3. Click Organization.
4. Click the Role Settings tab.
5. Select the appropriate Role and License Type to view.
6. When a new Role is created under the organization, for the role, there are a few default settings applied, like module and view information, Security Policy, Notifications, and Collaboration. This setting will be applied to all the users having this role under a department.
For details about each Module and View, see the dedicated article here.
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