Organisational Management
Last updated
Last updated
Organisational Management within the Toolkit is a comprehensive feature designed to empower the Organisation Administrator with the tools and capabilities necessary for effective management and oversight of their organisation. This functionality is pivotal in maintaining a structured, efficient, and collaborative environment within the platform.
The Organisation Administrator is the key individual responsible for managing their organisation within the Toolkit. They are the first point of contact and register the organisation on the platform.
Managing Users: Granting access, assigning roles, and maintaining user accounts within the organisation.
Creating and Managing Teams: Establishing teams, assigning members, and managing their composition.
Project Management: Overseeing projects, assigning project owners (leaders), and ensuring efficient project execution.
Organisational Control: Having full visibility into all projects, reassigning project ownership as needed, and modifying team structures to optimise collaboration.
In essence, the Organisation Administrator holds the highest level of authority within the Toolkit, granting them comprehensive control over their organisation's functionality.
To access and modify your organisation's details, follow these steps:
Organisational Settings can only be accessed by admins due to the role-based access control enforced in the Toolkit. For any other role, these settings are hidden.
Log In: Sign into the Toolkit with your credentials.
Access Organisation Settings: From the main menu, navigate to "Organisation Settings".\
View and Edit Details: Here, you can view your organisation's information and edit details such as the organisation's name.\
To manage users and their roles within the organisation, proceed as follows:
Access Organisational Settings: Go to the "Organisation users and roles" tab within the Organisational Settings.\
View Users: This section displays all users associated with your organisation. Use the search functionality to find specific users and the view functionality to find users by role.\
Modify User Access: To remove a user from the organisation, click the three-dot button next to the user's name and confirm the action in the "Delete Member" modal.\
Manage User Roles: To adjust user roles, click the "View Roles" button next to the respective user. Use the (+) button to assign or remove roles. For more information about the supported roles and their permissions, please refer to the Supported Roles and Permissions section.
Assign/Remove Roles: Click the plus icon in the Roles assigned to the user, an "Assign or remove team member roles" modal will appear**.** In the "Assign or remove team member roles" modal, check or uncheck roles to assign or remove them, respectively. \
Apply Changes: Click "Apply" to save your modifications.
This section outlines the default user roles supported in the Toolkit. The roles manage access to various components and functionalities within the system. Permissions are environment-specific, and access rights range from 1 to 3.
Default Roles
Lead Developer
Developer
Operations
Viewer
Each role has specific permissions across the development (DEV), quality assurance (QA), and production (PROD) environments.
1: View only
3: Full access (view and edit)
To learn more about environments, please refer to the Environments section.
| Component Name | Environment | Access Rights |
|---|---|---|
Build & Launch | DEV | Full (3) |
Deploy | DEV | Full (3) |
Deploy | QA | Full (3) |
Develop | DEV | Full (3) |
Download Backup | DEV | Full (3) |
Environment Settings | DEV | Full (3) |
Environment Settings | PROD | Full (3) |
Environment Settings | QA | Full (3) |
Operate | PROD | Full (3) |
Operate | QA | Full (3) |
Project Settings | DEV | Full (3) |
Project Settings | PROD | Full (3) |
Project Settings | QA | Full (3) |
Communications | DEV | Full (3) |
Custom Classes | DEV | Full (3) |
Custom Website | DEV | Full (3) |
Data | DEV | Full (3) |
Integrations | DEV | Full (3) |
Observability | DEV | Full (3) |
Observability | PROD | Full (3) |
Observability | QA | Full (3) |
Screens | DEV | Full (3) |
Deploy to QA | DEV | Full (3) |
Deployment history | DEV | Full (3) |
Deploy to Production | QA | Full (3) |
Deployment history | QA | Full (3) |
| Component Name | Environment | Access Rights |
|---|---|---|
Build & Launch | DEV | Full (3) |
Deploy | DEV | Full (3) |
Deploy | QA | Full (3) |
Develop | DEV | Full (3) |
Download Backup | DEV | Full (3) |
Environment Settings | DEV | Full (3) |
Environment Settings | PROD | Full (3) |
Environment Settings | QA | Full (3) |
Operate | PROD | Full (3) |
Operate | QA | Full (3) |
Project Settings | DEV | Full (3) |
Project Settings | PROD | Full (3) |
Project Settings | QA | Full (3) |
Communications | DEV | Full (3) |
Custom Classes | DEV | Full (3) |
Custom Website | DEV | Full (3) |
Data | DEV | Full (3) |
Integrations | DEV | Full (3) |
Observability | DEV | Full (3) |
Observability | PROD | Full (3) |
Observability | QA | Full (3) |
Screens | DEV | Full (3) |
Deploy to QA | DEV | Full (3) |
Deployment history | DEV | Full (3) |
Deploy to Production | QA | Full (3) |
Deployment history | QA | Full (3) |
| Component Name | Environment | Access Rights |
|---|---|---|
Environment Settings | DEV | Full (3) |
Environment Settings | PROD | Full (3) |
Environment Settings | QA | Full (3) |
Develop | DEV | Full (3) |
Operate | PROD | Full (3) |
Operate | QA | Full (3) |
Observability | DEV | Full (3) |
Observability | PROD | Full (3) |
Observability | QA | Full (3) |
| Component Name | Environment | Access Rights |
|---|---|---|
Build & Launch | DEV | View (1) |
Deploy | DEV | View (1) |
Deploy | QA | View (1) |
Develop | DEV | View (1) |
Download Backup | DEV | View (1) |
Operate | PROD | View (1) |
Operate | QA | View (1) |
Communications | DEV | View (1) |
Custom Classes | DEV | View (1) |
Custom Website | DEV | View (1) |
Data | DEV | View (1) |
Integrations | DEV | View (1) |
Observability | DEV | View (1) |
Observability | PROD | View (1) |
Observability | QA | View (1) |
Screens | DEV | View (1) |
1: View only
3: Full access (view and edit)
To effectively manage teams in the Organisation refer to Teams.
By following these guidelines, the Organisation Administrator can effectively manage the organisation's structure and member roles within the Toolkit, ensuring a streamlined and efficient operational environment.
