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Organization management

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Summary

The Organizations page is the default page when signing in to MindBridge. Here you'll see a list of "organizations" that you own or belong to, which in turn house the engagements and analyses you can access. 

App Admins, Organization Creators, and Managers have the ability to create and manage organizations within a given MindBridge tenant.

Below, learn how to:

Note: You will only see organizations that you have been invited to, or have created yourself. If you do not see an organization, reach out to the person who created the organization, a Manager within the organization, or an Admin at your firm to request access.

Go to the Organizations page

Select the logo at the top of the MindBridge sidebar. You will go to the Organizations page.


Create a new organization

  1. Select Create organization near the top-right corner of the page.
    You will go to the Create Organization page.
  2. Provide an Organization name to identify the unique organization.
  3. Optionally, enter a Client ID.
  4. Optionally, add additional managers to the organization by entering their email addresses.
    Note: Managers must be existing users.
  5. To create the organization:
    • Select Save and Exit to create the organization and go back to the Organization page.
    • Select Next to create the organization and proceed automatically to the Create Engagement step.

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Search for an organization

You can search for an organization using keywords.

  1. Enter your search terms (in part or in full) into the Search field. 
    Note: The keyword must appear within the organization name.
  2. Press enter/return on your keyboard, or select the magnifying glass icon ( Search_icon.svg ).

Select the X icon to delete your search term(s). 


View an organization's engagements

To view the engagements within a specific organization, select View in line with the desired organization, or click anywhere in the organization row. You will go to the organization’s Engagements page, which lists all of the engagements within it.


View organization settings

There are 2 ways to access the organization settings.

View organization settings from the Organizations page

  1. Find the desired organization in the list on this page.
  2. Select the settings icon ( Settings icon.svg ) in-line with the organization you want to explore.
    You will go to the General settings tab in the organization settings.

View organization settings from within an engagement

  1. Open the MindBridge sidebar ( Sidebar open-close icon.svg ).
  2. Open the Settings menu ( Settings icon ).
  3. Select Organization settings.
    You will go to the General settings tab in the organization settings.

Learn about organization settings.


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