Organisational Management

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.

Responsibility and Prerequisites

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.

Key Responsibilities

• 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.

Manage Your Organisation

View and Edit Organisation Details

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.

1. Log In: Sign into the Toolkit with your credentials.

2. Access Organisation Settings: From the main menu, navigate to "Organisation Settings".\

   

   Organisation Settings
3. View and Edit Details: Here, you can view your organisation's information and edit details such as the organisation's name.

   

   Organisation Details

Manage Users and Roles

To manage users and their roles within the organisation, proceed as follows:

1. Access Organisational Settings: Go to the "Organisation users and roles" tab within the Organisational Settings.

   
2. 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.

   
3. 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.

   
4. 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.

   
5. 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.

   
6. Apply Changes: Click "Apply" to save your modifications.

Supported User Roles and Permissions

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.

Access Rights Legend

• 1: View only

• 3: Full access (view and edit)

To learn more about environments, please refer to the Environments section.

Lead Developer

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)

Developer

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)

Operations

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)

Viewer

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)

Access Rights Legend

• 1: View only

• 3: Full access (view and edit)

Teams

To effectively manage teams in the Organisation refer to Teams.

Conclusion

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.