How do I set up an Organization Group?

How do I set up an Organization Group?

Idea
Why Create Organization Groups?
Creating a “Group” will allow you to easily organize your Organizations to share assets or assign system level permissions in Mindmatrix.
  1. Groups will let you share assets with large numbers of Organizations simultaneously. For example, if you create a Tier Organization Group, you can easily share relevant assets to users in the Organization by sharing them to the Tier Organization Group, instead of each Tier User. 
  2. Organization Groups will make it easier for you to change permission levels in the Software for large numbers of Users.
  3. If you need to repeal permissions for all the User for a certain Organization, the easiest way is to assign them to a Organization Group where a Role is also assigned.

Notes
Instructions

To create an Organization group under a Company, go to Setup > User Management > Organization Group
Alert
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.


Click the "Create" button



Give your Organization Group a name, and then click on the "next" icon.


Use the add/remove toggles to select Organizations. When you are finished, click on the 'arrow' icon.


A new column named "Organization Group" has been added to the organization grid page. The respective organizations added to the 'organization groups' are displayed in this column.


In the 'Assign to Channel Manager(s)' section, you may use 'assign'/'unassign' toggles to designate one or more users as a Channel Manager for this Organization Group. To generate your new Organization Group, click "Finish".


Bulk Attributes Management for Organization Groups

A new Attributes option has been added to the Organization Groups page, allowing you to apply Filters and Descriptions to multiple organization groups simultaneously.


How It Works:

  1. Go to the Organization Groups page

  2. Select two or more organization groups

  3. Click the Attributes option

  4. Add the desired Filters and Description

  5. Save your changes


Important Notes:

  • Minimum Selection: You must select at least two organization groups to access this feature

  • Description Overwrite: If a description already exists for a selected organization group, it will be overwritten with the new description

  • Bulk Application: All changes apply to all selected groups simultaneously


Benefits:

  • Time Efficiency: Update multiple organization groups at once instead of editing individually

  • Consistency: Ensure uniform filters and descriptions across related groups

  • Streamlined Management: Simplify administration of large numbers of organization groups


The applied filters and descriptions will be updated for all selected organization groups simultaneously.



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