Summary

Learn about organization settings and how they are used in MindBridge.

• General settings tab
• Access Management tab
• Delete an organization
  
  

Go to the Organization settings page

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the organization you want to see, or click anywhere in the row.
   You will go to the Engagements page.
3. Select the settings icon ( ) in the sidebar to go to the Organization settings page.
   You will land on the General Settings tab.

Tip: From within an engagement, open the sidebar ( ) and select Settings ( ), then select Organization settings.

General Settings tab

This tab allows you to:

• Adjust the organization name
• Adjust the Client ID

When you are satisfied, Save your changes.

Delete an organization

1. Select Delete organization.
   A pop-up window appears.
2. Check the boxes next to each warning to verify that you understand that the organization and all of its contents will be permanently deleted.
3. Select Delete organization.
   
   

Access Management tab

The Access Management tab allows you to oversee user access within MindBridge.

Grant access

1. Select Grant access.
   A pop-up window appears.
2. Use the User menu to select users you want to give access to.
   You can add as many as you need.
3. Select the user role 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.
4. 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.
5. When you are satisfied, Save your work.
   The users you granted access to are listed in the access management table.

Edit or revoke access

You can edit the level of access a user has, or revoke their access altogether.

1. Select Edit access in line with the desired user.
   A pop-up window appears.
2. Choose your action...
   • To edit access: Adjust the user role and engagement access as desired then Save your work.
   • To revoke access: Select Revoke access in the bottom left corner of the window, then Confirm your decision.
     Your changes will be reflected on the Access Management tab.

Select Cancel any time to discard your unsaved changes.

Anything else on your mind? Chat with us or submit a request for further assistance.