How Can I Utilize EIOBoard Organizations?

EIOBoard organizations are an excellent way to separate different groups of users in your EIOBoard if you are Customer-Hosted. It allows you to do the following:

  • Create different company settings for each organization
  • Limit user visibility so users can only view other statuses of users within their organization
  • Scale down your EIOBoard to support large organizations
  • View users from one Organization at a time

Create an Organization

By default, your EIOBoard is created with one organization. To add more organizations (or edit/delete existing organizations), follow these steps:

  1. As the user creating an Organization, you will want to make sure you are a Master Admin. A regular Admin only has administrative rights within his/her organization. A Master Admin has administrative rights within all organizations. To make a user a Master Admin, click on ‘Administrator’ to open up theĀ Administrator. In theĀ UsersĀ tab, select the user and checkĀ Master AdminĀ in the bottom-right corner of the window.

  1. At the bottom of the window (in any tab), you will notice the Organization drop-down menu and Edit button.
  2. Click ‘Edit Organizations’. This will bring up theĀ Edit OrganizationsĀ window with a list of all your Organizations.

  1. From this window, you can delete an Organization, change the name of an Organization (Edit), or Add an Organization by clicking the respective buttons. To create a new Organization, click ‘Add’.
  2. Enter the name of your new Organization, click ‘Save’, and close the window when finished.
  3. You can now select from your Organizations through the drop-down menu at the bottom of the Administrator window.

Add New Users to An Organization

To add new users to a specific Organization, you can add users like normal, while simply selecting the corresponding location. Here are some of your options:

  1. Users can be added manually by opening theĀ Administrator, going to theĀ UsersĀ tab, selecting the correct Organization at the bottom of the screen, and adding users by clicking ‘New’.
  2. Users can be added through theĀ User Import WizardĀ also. This can be done by opening theĀ Administrator, going to theĀ UsersĀ tab, selecting the correct Organization at the bottom of the screen, and adding users by clicking ‘Import’. More information on importing users can be found on the following page:Ā User Import Wizard. You can also download a template spreadsheet for this import, found here:Ā User Import Template Spreadsheet (.xls).
  3. Users can be easily added from Active Directory sync. by opening the Server, opening theĀ Active DirectoryĀ tab, selecting the correct Organization near the top of the screen, and then syncing. More information on Active Directory Sync can be found here:Ā Active Directory Sync.

Set Different Settings for Different Organizations

As can be seen in the Administrator window, there are many tabs for different settings. In order to easily set different settings for multiple groups of users, following these instructions:

  1. First of all, youā€™re going to want to make sure you have categorized your users into two or more existing Organizations.
  2. Open theĀ Administrator. At the bottom of the screen, select the Organization for which you want to change the settings.
  3. Now all the changes that you make will only apply to this Organization. This means that:

 

  • Different custom fields can be created for each Organization.
  • Different groups/locations can be created for each Organization.
  • Different statuses can be made for each Organization.
  • Different company settings can be applied to each Organization.
  • User Settings can be kept separate for each Organization. For information on locking and deploying user settings so users canā€™t edit their settings, see:Ā Company User Settings.
  • Different resource calendars can be created for each Organization.
  • Different Customers can be assigned to each Organizationā€™s users.
  • And more!

Search for Users Based on Organization

Once you have set up users in different Organizations, you may want to see users in only a specific Organization at one time. Here is how to do that:

  1. First of all, you will need to enable searching among Organizations. This can be done by clicking on ‘Administrator’ to open theĀ Administrator. Then go to theĀ Company SettingsĀ tab. Be sure to select the correct Company at the bottom of the window.
  2. Click ‘Edit’ (near the bottom-left of the window).
  3. Be sure to checkĀ Allow Users to Search All Organizations.

  1. When finished, click ‘Save’.
  2. In the main EIOBoard toolbar menu, click on theĀ SearchĀ icon to open up theĀ Search Pane.
  3. There will now be an option to filter users based on a specific Organization. You can also view users from all Organizations if necessary.

Limit User Visibility to Only Their Own Organization

Sometimes, you may want users to not be able to see another group of users and their statuses. To separate these two sides of the company, you can split it into different Organizations. To limit visibility like this, you have two options:

OPTION 1 – Limit Visibility to all users (including Admins)

  1. Click on ‘Administrator’ to open theĀ Administrator. Be sure to select the Organization for which you want to limit the users visibility to other Organizations. This can be done to none, all, or only some Organizations if necessary.
  2. Go to theĀ Company Settings tab. Click ‘Edit’ (near the bottom-left of the window).
  3. Be sure to uncheckĀ Allow Users to Search All Organizations.

 

  1. When finished, click ‘Save’.
  2. Now no users can Search among other Organizations, including Admins.

OPTION 2 – Limit Visibility Only to Regular Users (Not Admins)

  1. Click on ‘Administrator’ to open theĀ Administrator. Be sure to select the Organization for which you want to limit the users visibility to other Organizations. This can be done to none, all, or only some Organizations if necessary.
  2. Go to theĀ Company Settings tab. Click ‘Edit’ (near the bottom-left of the window).
  3. Be sure to checkĀ Allow Users to Search All Organization
  4. When finished, click ‘Save’.
  5. Now go to theĀ Company User SettingsĀ tab.
  6. Browse toĀ Toolbar ButtonsĀ >Ā Options, and findĀ Show/Hide Buttons….
  7. Open the drop-down menu under theĀ Deployable SettingĀ column. Be sure to uncheckĀ Search.
  8. Check the checkboxes corresponding to this row. The checkboxes are under theĀ DeployĀ andĀ LockedĀ columns.
  9. Click ‘Save and Deploy’.
  10. You have just locked the toolbar so that users cannot open up theĀ Search Pane. This means that they cannot search among other Organizations. However, locking and deploying user settings does not affect admins. So admins will still be able to access theĀ Search Pane, and they can therefore still search among Organizations.

 

Troubleshooting

1. Make Sure only one organization is set as the Primary Organization. To both check if this is what’s causing your issue, and fix it if it is, navigate to the dbo.Organizations table in the SolutionSavant Database, and make sure only one Row has ‘PrimaryOrganization’ set to True.

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