Organisations: Overview

Relevant for: Workspace administrators, administrators (see "User roles") 

Organisations offer the option of grouping the entire workspace. Assessments, competency models, report templates, brandings and assessment workflows can be assigned to organisations. The settings made for organisations are then automatically transferred to the assessments and templates assigned to the organisation. Individual settings can still be made at any time.

You can access the organisations by clicking on "Organisations" in the header at the top. A new page opens on which all created organisations are listed. 

Using the "search field" at the top right, you can search all organisations by keyword to find the desired organisation. The corresponding search term is highlighted in the results. To delete the search again, click on the "x" on the right of the search field.

You can create a new organisation by clicking on the "New Organisation" button on the right (see "Create organisation"). 

You can sort your existing organisations by these categories in ascending or descending order by clicking on the "Name" and "Unit" headings. By default, the organisations are sorted alphabetically. 

To edit an organisation, either click on the name of the organisation or on the "3 dots" on the far right and then on "Edit". A new page opens (see "Edit organisation"). 

If you click on the "3 dots" on the far right, you will also see the "Merge" option. A pop-up window will open in which you can select another organisation that you would like to merge with the organisation already selected. To do this, select the relevant organisation from the drop-down menu under "Merge with". In the field below "Keep settings from", you can select from which of the two organisations the settings should be adopted (see "Organisations: Settings"). Click on "Merge" to carry out the action or on "Cancel". The settings can be edited again at any time. 

For many organisations that have been created, it is possible that the desired organisation is not on the first page. You can switch between pages by clicking on "Next" or on the "Page numbers" at the bottom of the page.

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