How do I manage Organizations within the Organizations gallery?
A user 'Organization' is the second highest administrative tier on the Bridge platform (User account -> User Group -> Organization -> Company) and is typically used for managing partner interactions on an entity level.
From the Organizations gallery you can:
- view summary statistics on overall user activity and engagement across all Organizations
- view a complete list of all user Organizations within your Company
- create, delete and edit Organizations
For more information about how to create or edit a user Organization, see How do I create an Organization?
Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.
Navigating to the Organization gallery:
Setup > User Management > Organizations
Organizations gallery sections:
Organizations Summary:
A. View Report - navigate to the Organizations Report page.
B. Overall summary statistics for all Organizations
Organization gallery search and display options:
A. 'Search by Keyword' and 'Search by Filter'
B. 'List View' and 'Map View'
C. Download list data as a CSV file
D. Sort by (Updated on, Created on, Name)
Creating and Editing Organizations:
A. Create (a new Organization)
B. Select action (Delete or 'Send Email')
C. Select all Organizations
D. Apply action (Delete) to this Organization
E. Select one or more Organizations
Note: You can view or edit any Organization by clicking on the relevant entry in the Organization list.Related Articles
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