Managing Organizations

As an Administrator, you can manage your Organization by creating and updating its information, configuring login methods, and adding sub-organizations.

Updating Organization Information

As an Administrator, you are able to change logo, description, address, type, and contact information for your Organization.  To make changes, follow these steps:

1. Click on the Organization icon () in the navigation menu and select the About tab.
2. To change your logo, click Upload Logo to upload a file or Search to search for an image online.
3. To change your address, click the Clear icon () in the address field, then begin typing a new address. Select your new address from the search results.
4. To change your description, type, or website use the appropriate drop down menu or text field.
5. Click the Save button to save your changes.

Updating Log-In Methods

Administrators can change the authentication methods for their Organization.  For example, if your school district recently switched to Google Apps for Education, you can follow these steps to enable Google Single Sign On (SSO) for your district:

1. Click on the Organization icon () in the navigation menu and select the About tab.
2. In the Login Options box, check the authentication methods you would like to enable for your Organization.
3. Click the Save button to save your changes.

 

Note: Changes made here will limit the options available to users when trying to authenticate as members of your Organization.

Changing Organizational Context

Oftentimes, Administrators work in a network of related Organizations. If your Organization has sub-Organizations or has Partners, you can change your Organizational context. This allows you to view Dashboards, Activities, Skills and Seals, and Groups for the Organization currently selected.

For example, as a school district administrator, I may want to only see the groups created at one particular school. To do this, I can switch my Organizational Context by following these steps:

1. In the top left corner, select the Organization drop-down menu.
2. Choose the Organization you want to switch to.
   (Your current screen may take a moment to refresh as your context switches.)
3. You should now see the selected Organization and logo in the top left corner.

Adding Sub-Organizations

As an Administrator, you can create sub-Organizations.  For instance, as a district administrator I may want to add a new school to my district.  To add a sub-Organization, follow these steps:

1. Click on the Organization icon () in the navigation menu and select the Organizations tab.
   (If your Organization has existing sub-Organizations, you will see cards for each of them here.  Clicking these cards will change your Organizational Context.)
2. Click the Add Organization button.
3. In the subsequent dialog, click the Find Organization search box and start typing the new Organization’s name.
4. Select an Organization from the results.
   (Be sure the address matches your expected Organization.)
5. Use the Select the type of Organization dropdown to set the new Organization type.
6. Use the Name and Email text boxes to invite a contact person for the Organization. To automatically approve this contact person as an Administrator check the Make this person an Organization Administrator checkbox.