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Access the Organization Dashboard

Overview The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, yo...

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Written by Foster Siebken

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Floify can also house multiple companies under one organization. This provides a user access to multiple companies, and provide them with admin access to all companies within the organization.

Setting up an organization or setting up organization admin permissions requires a request to support. Please reach out to [email protected] to request this setup.

How to Use

From the team pipeline, to access your organization choose the team name in the upper right-hand corner and select the option to navigate to the Organization Dashboard:

Screen_Shot_2020-12-10_at_7.19.03_AM.png

Any companies that are a part of the organization will be listed in the dashboard. Select the option to Switch into company dashboard to navigate into the company:

Screen_Shot_2020-12-10_at_7.19.10_AM.png

You can also clone settings from one company to another using the Clone Configuration option:

Screen_Shot_2020-12-10_at_7.19.17_AM.png

Select Organization Settings in order to edit the organization details:

Screen_Shot_2020-12-10_at_7.30.03_AM.png

Select the Audit Log to track events across the organization including all companies:

Screen_Shot_2020-12-10_at_7.30.12_AM.png

Select Organization Admins to add, adjust, or remove organization admins:

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