The Organization Manager is the Connectif feature where you can edit the details of your Organization. On this screen you can add your organization's information, access the management of Stores and Members that belong to it.
How to access it
If you’re an Administrator of your Organization you can access its settings via the organization and store selector, by clicking on the (Organization Settings) button inside it.
Interface
The main Organization interface is composed of two blocks:
1. Tab selector: to access Organization details, access Store management and/or Member management.
2. Main panel: to view the options and details of each tab.
When you select the Organization details tab, a block is displayed inside the main panel (1):
1. Information: to add general information, change the logo or edit the address.
When you select the Store management tab, a block is displayed inside the main panel (1):
1. Stores: to review information and manage the organization's stores, or add a new store if your organization has store credits available.
When you select the Member management tab, a block is displayed inside the main panel (1):
1. Members: to manage the members of your organization and their roles, add new members if you wish.
How it works
The Organization manager brings together the information about an organization within Connectif, as well as the stores and members belonging to it. From this panel, you can access and manage the elements of the Organization.
1. Add information about the Organization
In the tab selector (1) click Organization details and complete each of the fields. Once you have filled in the information, click Save to keep your organization's data.
2. Add stores to your organization
In the tab selector (1) click Store management and then Create new store.
Fill in the details of the new store and click Save.
3. Manage your organization's stores
In the tab selector (1) click Store management and then (Edit store) on the store you want to edit.
On the next screen, in the Store manager, you’ll be able to manage and configure the store.
Learn how the Store manager works in this article.
4. Add new members to your organization
In the tab selector (1) click on Member management and then Add new member.
In the pop-up window, enter the Email of the person you want to add to the organization and select their organization role:
- Owner: this role, which is automatically assigned to the person who creates the organization, allows the user to view and edit the organization settings, add new members and manage existing ones. It also allows the creation of new stores if the organization has credits allocated for this purpose.
No other Administrator can change the role of the Owner but the Owner can transfer their role to another Administrator if needed.
- Administrator: this role allows you to view the organization settings, including member management, but you cannot edit the owner's role.
- Member: this role does not allow you to view or edit the organization options.
You can also add that member to any of your Organization 's stores by checking the corresponding checkbox in the list and choosing the role they will have in each of them.
Learn how Store roles work in this article.
Once you have assigned the roles and, optionally, the store, click OK.
When a new member is created, an email will be sent with an acceptance button that the user will have to click to be added to your organization and stores. You can resend the invitation email or cancel it by clicking the buttons in the Actions column of the organization members table.
5. Manage the members of your organization
In the tab selector (1) click Member management and click the button (Manage relationship with stores) for the member you want to manage.
In the pop-up window, review the member's information and change their role from the drop-down in the Store role column.
Learn how Store roles work in this article.
If you have permissions to do so, you can also remove the member from the Organization by clicking (Remove member from store).
Congratulations!
You’ve reached the end of the tutorial.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Onboarding: Connectif quick-start guide, to learn how to use the platform.
- Open a Support ticket, to get help from our specialists about how to use the platform.
- Initial workflows, to implement your first strategies in your stores.
- Import contacts, to start working with your database.