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Get to know Org. Management

Use Org. Management to manage your sites and users. Set and adjust opening hours, set custom dates/times for each site, reset passwords and assign your users to branches and more.

To access Org. Management, select Org. Management from the left-nav.

Sites

Site Tab

FieldDescription
Search siteUse this field to search for a Site.
RegionUse the Region dropdown to filter your organisations by region.
Is Live switchToggle this switch to show all Live organisations. This is set to Yes by default.
Has Admin switchToggle this switch to show all organisations with associated users that have an Org Admin or Site Admin Access Type. This is set to No by default.
Grid

The Sites grid displays all your sites. You can refine this list with the available filters. Using the icons in the Actions column, you can perform the following:

  • Select the Clock icon to update your opening hours.
  • Functionality coming soon. Select the Wholesalers icon to manage your wholesalers.
  • Select the Devices icon to manage your site devices.
  • Select the User icon to add/invite users to your branch(es).
  • Select the Edit icon to update your site details including Address and Contact Details and Services.
Total SitesThe total number of displayed organisations. This field cannot be edited.
Site Without AdminsTotal number of displayed organisations without admins. This field cannot be edited.

Users

Manage day-to-day admin of each branch user. Re-send invites, change passwords, add or edit associated branches, edit demographics or remove users from your organisation if they're no longer active.

Users Tab

FieldDescription
Search userUse the search box to refine the Users by name, username or email.
StatusUse the Status dropdown to filter your users by status.
Is Locked switchToggle this switch to Yes to show all users with an Is Locked tick.
MFA Enabled switchFunctionality coming soon. Toggle this switch to Yes to show all MFA Enabled users.
Grid

The Users grid displays all your current users within your organisation. You can refine this list using the available filters. Using the icons in the Actions column, you can perform the following:

  • Select the Branch icon to assign your users to an associated branch.
  • Select the Delete icon to remove the user if no longer active.
  • Select the Edit icon to edit the users details. You can also access the Lock User switch from this window.
  • Select the Resend Invitation icon to resend an invite to your user(s).
Total UsersThe total number of displayed users. This field cannot be edited.

Subgroups

Functionality coming soon.