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. 

Those with the App Admin, Organization Creator, or Manager user role have the ability to create and manage organizations within a given MindBridge tenant.

Below, learn how to:

• Create a new organization
• Search for an organization
• View an organization's engagements
• View organization settings

Go to the Organizations page

Select the logo at the top of the MindBridge sidebar, located on the left side of the screen. 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 Organizations page.
   • Select Next to create the organization and proceed automatically to the Create Engagement step.

Search for an organization

You can search for an organization by name using the search bar.

1. Enter your search term (in part or in full) into the Search bar.
2. Press enter/return on your keyboard, or select the magnifying glass icon ( ).

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 ( ) to the right of 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 Settings menu ( ) in the MindBridge sidebar.
2. Select Organization settings.
3. You will go to the General settings tab in the Organization settings.
   
   

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