1 Introduction..................................................................................................................................... 3
2 Workspace and Organization Settings Access................................................................................. 5
2.1 Access to the Organization settings........................................................................................ 5
2.2 Organization information........................................................................................................ 6
2.3 Organization appearance ........................................................................................................ 7
2.4 Access to the Workspace settings......................................................................................... 10
2.5 Workspace information......................................................................................................... 12
2.6 Workspace appearance......................................................................................................... 13
2.7 Push a template to a workspace ........................................................................................... 14
2.8 Export workspace list of an organization .............................................................................. 16
2.9 View Audit log ....................................................................................................................... 17
2.10 Export audit log of an organization or a workspace.............................................................. 18
3 Organization Users Management.................................................................................................. 19
3.1 Add User to Organization...................................................................................................... 19
3.2 Enable Client User ................................................................................................................. 20
3.3 Disable/Deactivate Client User.............................................................................................. 22
3.4 Export users list of an organization or a workspace ............................................................. 24
3.5 Import users in an organization ............................................................................................ 24
3.6 Remove a permission/user group ......................................................................................... 26
4 Workspace Users Management.................................................................................................... 28
4.1 Add User to a Workspace...................................................................................................... 28
4.2 Remove user from a user group............................................................................................ 29
4.3 Enable/Activate Workspace User.......................................................................................... 31
4.4 Disable/Deactivate Workspace User..................................................................................... 32
5 Permissions Management............................................................................................................. 35
5.1 Add new Organization User Group ....................................................................................... 35
5.2 Add user to organization group............................................................................................. 37
5.3 Add New Workspace User Group.......................................................................................... 39
5.4 Add user to workspace group ............................................................................................... 41
5.5 Edit permissions of user group.............................................................................................. 43
5.6 View user permissions........................................................................................................... 46
6 Workspaces Management............................................................................................................. 49
6.1 Workspace Creation .............................................................................................................. 49
6.2 Edit workspace ...................................................................................................................... 50
6.3 Remove workspace ............................................................................................................... 51
6.4 Export workspace content..................................................................................................... 53
7 Countries and Sites Management................................................................................................. 55
7.1 Create a country.................................................................................................................... 55
7.2 Create a site........................................................................................................................... 56
7.3 Edit country ........................................................................................................................... 57
7.4 Edit site.................................................................................................................................. 58