Create organizations

Create organizations

Relevant for: Workspace Administrators, Administrators (see "User Roles in the Cockpit") 

To create a new organization, first navigate to "Organizations" in the tab at the top. Then click on "New organization" in the overview of organizations at the top right.
A new page "Organization Name / Unit Name" opens with various options.

General

Under "General" you can enter basic information about the organization:
  1. Under "Name", enter a name for the organization. You can use this name to find the organization later in the overview.
  2. Under "Unit", you can specify which unit this organization should be assigned to. Specifying a unit is optional.
  3. Under "Description" you can optionally enter further information about the organization as text. To enlarge the predefined box, click on the dashed corner at the bottom right and drag the field larger.
  4. You can also specify whether there should be access restrictions for the organization. By default, the organizations are marked as "public" when they are created so that all users with the "Administrator" role can access and manage them. Select the "private" setting if only selected users should have access to this organization. When creating a private organization, you as an Administrator/Workspace Administrator are automatically assigned to this organization as a member.

Assessment Workflow

Under "Assessment Workflow", you can automate the workflow for the Assessments assigned to this organization. 
The settings for the Assessment Workflow that you select here are applied to the entire organization and all Assessments that you assign to this organization. 
The timeline shows the possible statuses in which the Assessment can be and the respective time periods until the Assessment is transferred to the next status (further information on the statuses of the Assessments can be found here). 
There are three different time periods between the statuses:
  1. Activate Assessment: Change from draft status to active status,
  2. Complete Assessment: Change from active status to completed status, and
  3. Delete Assessment: Change from completed status to deleted. You can choose between two different options here. You can either select the "Insights archive" option or the "Deleted" option. If you select "Insights archive", all personal data is deleted and the remaining data is used for the Insights; e.g. the ratings are still available for the Insights.
You can adjust these settings at any time by clicking on the "Edit Workflow" button. A pop-up window will open. By default, the settings that the workspace administrator has made for the entire workspace are applied here. 

You can customize the three time periods between status changes and the deletion option of the Assessments according to your individual needs. Further options for editing the Assessment Workflow can be found here.  
Click on "Apply" to close the pop-up window. Your changes will be applied and you will be back on the "Organization Name / Unit Name" overview page.


Branding

Under "Branding", you can set how the Assessments assigned to this organization are to be displayed in the observer interface (App).
The branding settings that you select here are applied to the entire organization and all Assessments that you assign to this organization. 
  1. To customize the color of the Assessment, click on "Pick". You can then set an individual color using RGB, HSL or HEX. By clicking on the "Eyedropper" you can select a color on your screen (e.g. a color of the logo). 
  2. You can also set a user-defined "Logo". To do this, click on "Add File" and select an image (PNG, JPG) or add an image by dragging and dropping it into the field provided.
To create the organization, click on "Save" at the bottom right. To discard your changes, click on "Delete".



After saving, a new page opens with the organization you have created. A navigation menu appears on the left-hand side, which you can use to access various settings. The respective settings are explained in more detail in the folder "Edit organization". 

However, you can also find and open the organization you have created at any time via the overview of organizations, i.e. by clicking on "Organizations" in the header. 
At the top under the header, you can always see which area of Applysia you are in. Click there to navigate between the different areas. 



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