Organizations

Workspaces in which you group Organizations

Setup new Organisations and invite new users to join, along with managing their roles.

Organisation Dashboard

Search: Use the search bar to filter through your organisation list

Organisation Grid

Name: This column displays the Organisations associated to your user. Active: shows active Organisations Organisation Settings: shown with this Icon it has three menu items. Create Organisation: Identified by the icon, click this to create a new Organisation.

Organisation Menu

Only visible to Owners and not users:

Users

This Area shows all the users associated with the Organisation. The grid shows the user details as well as the User Role for that Organisation. Utopia has two Roles: A User: a user will have access to the Transaction page only An Owner: an owner will have access to the integration hub as well as the Organisation settings. User settings allow for marking a user: Make Inactive – This will mark the user as Inactive, although still linked to the organisation, they will not be able to view anything in it. Make Co-Owner – change the Role of the user to Owner. Make User - change the Role of the user to User. Remove – Delete the user completely from the Organisation To Invite a new user simply press the Invite User button fill in their email address and send the invite. The user will receive the invite link via email and will be able to click it to accept the invite. They will now be added to the organisation. Note: please ensure the user is registered in Utopia before sending them the invite to avoid any issues.

Edit

Click here to edit the Organisation Name or to Mark it Inactive. If the Organisation is marked as Inactive their processes will not be processed.

Delete: If someone Deletes the Organisation it will delete everything associated with that Organisation. That will include Collections, Connector parameters and details as well as document data etc.