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Organization management

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Summary

The Organizations page is the default page when logging 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. 

Note: You will only see organizations to which you have been added 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

From any page

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

From the Engagements page

  1. Select the menu icon ( Sidebar open-close icon.svg ) to open the sidebar.
  2. Select View all organizations.
    You will be taken back to the Organizations page where your organizations are listed.


Create a new organization

  1. Select Create organization.
    You will go to the Create Organization page.
  2. Provide an Organization name and Client ID.
  3. If you like, add additional managers to the organization by entering their email addresses.
  4. 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.

create-org-input.gif


Search for an organization

To search for an organization using keywords, use the search bar at the top of the page. 


View an organization

To view an organization and the engagements within it, select the organization you want to open. You will be taken to the organization’s Engagements page, which lists all of the engagements.


View organization settings

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

Learn about organization settings.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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