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Organization Admin

Overview

Organization Admin provides the ability to manage multiple teams within a single organization. An organization admin can check the status and progress of jobs across all associated teams at any time. This feature allows the user to view all teams with a single login and can monitor funds available in each team and add funds when required. This feature is only available to our Enterprise Customers, please contact your Customer Success Manager for access to this feature.

Organization Admin View

Team Jobs Page

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Fig. 1: Team jobs page view with Organization Admin enabled

For each job in the organization the admin can:

  • View all pages related to a job - Data, Design, Quality, Launch, Monitor and Results.
  • Add data, update the job design, and create test questions.
  • View launch settings and report settings, but cannot edit.

Note: The Organization Admin cannot launch jobs that belong to other teams.

Account Page

After selecting a team to view, the Organization Admin can view each of the following tabs of the Account Page accordingly

  • Team

    • View a list of the selected team's members or pending invitations
    • Invite users into the team selected

Screen_Shot_2020-06-12_at_9.33.18_AM.png

Figure 2: Account Page -> Teams

  • Funds

    • Add funds to any team
    • View all team's Available Balances and Funds in Progress
    • View all row and subscription details are specific to the team selected
    • View purchase history for the team, which includes payments made by any user in the organization

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Figure 3: Account Page -> Funds

  • Jobs

    • Access a list of all the jobs that are currently in progress for each team
    • Access job cost report for any team in the organization

Screen_Shot_2020-06-12_at_9.33.18_AM.png

Figure 4: Account Page -> Jobs

  • Data & Security (if enabled)

    • Add new Secure Data Access integrations to a selected team
    • View any Secure Data Access integrations already set up for a team

Please note: Organization Admins will only be able to view this tab if enabled. To get Secure Data Access enabled for your organization, please reach out to your Customer Success Manager.

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Figure 5: Account Page -> Data & Security


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