Summary
Learn about organization settings and how they are used in MindBridge.
Go to the Organization settings page
- Select the logo in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the organization you want to see, or click anywhere in the row.
You will go to the Engagements page. - Select the Organization settings icon (
) in the sidebar to go to the Organization settings page.
You will land on the General Settings tab.
General settings tab
Here, you can:
- Adjust the organization name
- Adjust the Client ID
When you are satisfied, Save your changes.
Delete an organization
Note: To delete an organization, you must either be an App Admin or the Organization Creator, or have been assigned the Manager role. Learn more about role-based permissions.
- Select Delete organization.
A pop-up window appears. - Check the boxes next to each warning to verify that you understand that the organization and all of its contents will be permanently deleted.
- Select Delete organization.
Access Management tab
Select the Access management tab to go to it.
Grant access
Note: To add someone to an organization, they must already be a MindBridge user.
- Select Grant access.
A pop-up window appears. - Use the User menu to select users you want to give access to.
You can add as many as you need. - Select the profile the user(s) should have:
- Auditor: Can create analyses, import files, edit account mappings, create/edit tasks for the audit plan, and export results. They cannot edit engagement settings or delete tasks, analyses, and files.
- Manager: Can do everything an Auditor can, plus create, edit, and delete engagements within the Organization. They can also invite Auditors to the Organization and the Engagements within it.
- Check the boxes next to the engagements you want to grant access to.
If you have many engagements, use the search bar to search by keyword. - When you are satisfied, Save your work.
The users you granted access to are listed in the access management table.
Edit access
You can edit the level of access a user has, or remove their access altogether.
- Select Edit access in line with the desired user.
A pop-up window appears. - Adjust the settings in the same manner as described in Grant access above.
- When you are satisfied, Save your work.
Your changes are reflected in the access management table.
Remove access
- Select Edit access in line with the desired user.
A pop-up window appears. - Select Revoke access.
- If you are satisfied with this decision, Confirm.
Anything else on your mind? Chat with us or submit a request for further assistance.