You can easily access your Organization configuration through the navigation bar on the left side of the screen. The organization is made of subscriptions, entities, users and benchmarks:
Benefits of the organization module
The organization module is your go-to tool for managing all aspects of your organization with ease. With user-friendly access based on permissions, you can:
- Gain a clear overview of your entities, users, and subscriptions.
- Efficiently configure and manage competitors, segments, and user groups.
- Simplify subscription management, ensuring everything stays up-to-date.
This module empowers you to maintain complete control over your organization's setup while seamlessly integrating these features with your Dashboard, Inbox, and Survey.
Features of the organization module
The organization module allows you to visualize and configure all facets of your organization, ensuring everything aligns with your operational needs. Access is determined by your user permissions, ensuring secure and appropriate management.
Here’s what you can do:
Subscriptions
- Manage your subscription: Review and update your subscription to match your organization’s needs.
Entities
- Add entity: Create new entities to expand your organization’s reach.
- Manage entities: Keep your entities organized and up-to-date.
- Manage segments: Organize your data effectively by setting up and maintaining segments (Multi-entity users only).
- Use your segments in dashboards: Apply these segments in dashboards for focused analysis and reporting (Multi-entity users only).
- Competitors: Stay competitive by managing competitors linked to your entities.
- Distribution: Understand how your Surveys are being distributed (if available in your subscription).
- Goals: Set goals for each of the properties individually.
- Connections: Enable Google and Booking.com API connectivity to directly respond from the platform.
- Sources: understand from which sources your get review data.
Users
- Manage users: Add, edit, or remove users to ensure proper access and functionality.
- Access groups: Organize users into groups for streamlined management and permissions.
Benchmarks
- Add and manage benchmarks: Create list of entities in your organization and the competitors that you would like to benchmark against. This is the place where to create brand analysis.
This comprehensive module is designed to simplify your organizational management, saving you time and boosting productivity.