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Organizations & Organization Types

An organization is a group — a company, team, or similar — that holds seats and licenses and has members in roles. An organization type is a template that defines an organization's defaults and per-role seat benefits.

Both are managed from the MemberSync menu.

Organization Types​

Go to MemberSync > Organization Types > Add new. An organization type has three tabs:

Creating an organization type

  • General — the type's name, its Visibility, and an optional default Seat Type.
  • Access — access-related settings for organizations of this type.
  • Seat Benefits — what each role (owner, manager, member) is entitled to.

Create the organization types you need before creating organizations, so you can assign a type to each one.

Organizations​

Go to MemberSync > Organizations > Add new, give the organization a title, then open Organizations Details:

Creating an organization

  • Owner — the account that owns and manages the organization. Set this — the owner manages the organization's members and seats from the dashboard (see Managing members and seats below), so an organization needs an owner to be manageable.
  • Organization expires at — when the organization expires (leave as today for no expiry).
  • Seat count — how many seats the organization has.
  • Organization type — the type this organization is based on.

Saved organizations appear in the Organizations list:

The Organizations list

Managing members, seats, and licenses​

Feature in progress

Adding members to an organization is still being finalised in the current release — on this build a member may not be added even though the form submits. The steps below describe the intended workflow.

Day-to-day management — adding members, giving them seats, and reviewing progress — happens in the front-end MemberSync Group Dashboard, used by the organization's owner (and any managers). Open the dashboard, find the organization, and choose View to open its management page:

An organization's management page in the MemberSync Group Dashboard

From here you can:

  • Members — Add Member adds people (by name and email, as a member or manager) or invites them; Manage Members removes people or promotes them to manager. Each member added takes one of the organization's seats.
  • Manage Seats — add more seats to the organization when you run low.
  • Reports — Course Report and User Report views of your members' course progress, with charts.
  • Settings — update the organization's name and seat count.

Adding members opens a short form — enter their details (or switch to Invite members), then select Add Members:

Adding members to an organization

Members receive the access their seat carries — the courses and licenses granted by the organization's seat type(s) and organization type — automatically, without assigning licenses one by one.