Organisation Settings

TABLE OF CONTENTS

• Users Section
  • User Details
    • Identifying the Administrator
    • Viewing Other Users and Access Rights
    • Navigating Access Rights
  • Organisation Invites
    • Inviting a User
    • Open Invitations
    • Post-Acceptance
• Details Section
  • Organisation Details
    • Organisation Name
    • Organisation Owner
    • Organisation Icons
  • Organisation Media
    • Upload Device Icon
    • Upload Other Media
    • Managing Uploaded Images

The organisation settings page can be accessed through the user menu at the bottom of the navigation bar in the Insytly platform, as shown below:

By clicking on your user name/icon, the pop-out menu will appear. From here you can select "Organisation Settings", which is split into "Users" and "Details". 

Users Section

By selecting "Users" under "Organisation Settings" it will take you to the dedicated page, as shown with the example below:

User Details

The "User Details" section provides a comprehensive list of all users within your organisation who are registered on the Insytly platform. Here’s how to navigate and utilise this section:

Identifying the Administrator

• Crown Symbol: The administrator of your organisation’s account is indicated by a crown symbol next to their name. This helps you quickly identify who has the highest level of access and administrative privileges.

Viewing Other Users and Access Rights

• User List: Below the administrator, you will find a list of all other users currently in your organisation.
• Access Rights: Each user’s access rights are displayed next to their name, controlled by toggles that indicate which permissions are enabled or disabled for them.
• Remove Users: If a user is no longer part of your organisation and needs to be removed, you can do so by selecting the "Kick User" button located on the right-hand side of the screen.

Navigating Access Rights

• Icons at the Top: The areas of the platform that users can access are represented by icons located along the top of the screen.
• Hover for Details: By hovering over each icon, you can see the relevant heading, providing a clear understanding of what each area represents.

This is shown below:

The icons relate to the following permissions which can be granted to users (in order from left to right):

• View Dashboard
• Edit Dashboard 
• View Comparison 
• Edit Comparison 
• View Switches 
• Edit Switches
• View Notifications
• View Location 
• Edit Device Settings 
• Edit Geofence 
• Add Devices
• Edit User Permissions

Organisation Invites

The "Organisation Invites" section allows you to invite new users to join your organisation on the Insytly platform.

Inviting a User

To invite a new user to your organisation, follow these steps:

1. Enter Email: Input the user's email address into the designated field.
2. Send Invitation: Click the "Invite User" button to send an invitation email to the user, prompting them to create an account.

Open Invitations

• View Sent Invitations: Under "Open Invitations," you can see the email addresses of users who have been invited to join your organisation.
• Pending Status: These invitations will remain listed here until the user accepts the invite and creates an account.
• Remove Invite: To delete an open invitation, click on the red bin icon next to the invite. A confirmation pop-up window will appear, allowing you to confirm the deletion.

Post-Acceptance

• User Details: Once the user has created an account, they will appear in the "User Details" section as a validated member of your organisation.
• Set Access Rights: You can then configure their access rights on the platform using the toggle buttons.

Details Section

By selecting "Details" under "Organisation Settings" it will take you to the dedicated page, as shown with the example below:

Organisation Details

The "Organisation Details" section provides essential information about your organisation. Here's what you can find and do in this section:

Organisation Name

This is the name of your organisation, which was established when the organisation was created.

Organisation Owner

This field displays the email address of the administrator, who is also the person that created the organisation account.

Organisation Icons

• Replace Logos: You can customise the platform by replacing the default Insytly logos with your own organisation’s logos.
  • Organisation Icon: This icon appears in the top left of the navigation bar on the platform.
  • Organisation Large Icon: This larger icon is displayed on the Mission Control page, located at the bottom right of the screen beside the KPIs and above the timestamp. This allows you to set a full-sized logo for your organisation if desired.

The file sizes and resolutions needed for the logos are specified within the platform. 

Organisation Media

In the "Organisation Media" section, you can upload various types of media for your organisation. Here's how to use the available options:

Upload Device Icon

• Custom Icons: Click the "Upload Device Icon" button to upload custom icons for your assets, replacing the default Insytly icons.

Upload Other Media

• Additional Images: Use the "Upload Other Media" button to upload images, such as photos of your assets, which can be added to your dashboards for better visualisation.

Managing Uploaded Images

• Remove Images: To delete any uploaded images, click the red bin icon located in the corner of the image.