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Version: 4.5.2.5-onprem

Organization Settings

Organization settings provide comprehensive management of your organization's structure, user roles, permissions, and administrative functions within NetFUNNEL.

Organization Overview​

What are Organization Settings?​

Organization settings enable organizational structure management including user roles, permissions, and administrative functions. These settings control how your organization uses NetFUNNEL and manage access across different users and projects.

Key Features​

  • User Management: Manage organization users and roles
  • Permission Management: Configure permissions and access control
  • Organizational Structure: Define organizational hierarchy
  • Administrative Functions: Manage administrative settings

User Management​

User Roles​

Role Hierarchy​

  • Owner: Full system access and control
  • Admin: Administrative access and management
  • Operator: Operational access and monitoring
  • Viewer: Read-only access and viewing

Role Responsibilities​

  • Owner: System ownership and full control
  • Admin: User management and system administration
  • Operator: Daily operations and monitoring
  • Viewer: Read-only access and reporting

User Administration​

User Creation​

  1. User Invitation: Invite new users to the organization
  2. Role Assignment: Assign appropriate roles to users
  3. Permission Configuration: Configure user permissions
  4. User Activation: Activate user accounts

User Management​

  • User List: View and manage all organization users
  • User Status: Monitor user account status
  • User Activity: Track user activity and usage
  • User Permissions: Manage user permissions and access

Permission Management​

Access Control​

Project Permissions​

  • Project Access: Control access to specific projects
  • Project Management: Manage project-level permissions
  • Project Configuration: Configure project-specific permissions
  • Project Monitoring: Control monitoring access

Segment Permissions​

  • Segment Access: Control access to specific segments
  • Segment Management: Manage segment-level permissions
  • Segment Configuration: Configure segment-specific permissions
  • Segment Monitoring: Control segment monitoring access

Role-based Permissions​

Owner Permissions​

  • Full Access: Complete system access
  • User Management: Manage all users and roles
  • System Configuration: Configure all system settings
  • License Management: Manage license and billing

Admin Permissions​

  • User Management: Manage users within organization
  • Project Management: Manage projects and segments
  • System Configuration: Configure system settings
  • Monitoring Access: Access monitoring and reporting

Operator Permissions​

  • Project Access: Access assigned projects
  • Segment Management: Manage assigned segments
  • Monitoring Access: Access monitoring features
  • Limited Configuration: Limited configuration access

Viewer Permissions​

  • Read-only Access: View-only access to assigned resources
  • Monitoring Access: View monitoring data
  • Reporting Access: Access reports and analytics
  • No Configuration: No configuration access

Organizational Structure​

Department Management​

Department Setup​

  • Department Creation: Create organizational departments
  • Department Hierarchy: Define department hierarchy
  • Department Assignment: Assign users to departments
  • Department Permissions: Configure department-level permissions

Team Management​

  • Team Creation: Create teams within departments
  • Team Assignment: Assign users to teams
  • Team Permissions: Configure team-level permissions
  • Team Collaboration: Enable team collaboration features

Organizational Hierarchy​

Hierarchy Levels​

  • Organization Level: Top-level organizational settings
  • Department Level: Department-level settings and permissions
  • Team Level: Team-level settings and permissions
  • Individual Level: Individual user settings and permissions

Hierarchy Management​

  • Structure Definition: Define organizational structure
  • Permission Inheritance: Configure permission inheritance
  • Access Control: Manage access control across hierarchy
  • Reporting Structure: Configure reporting structure

Administrative Functions​

System Administration​

System Configuration​

  • Global Settings: Configure global system settings
  • Default Settings: Set default system settings
  • System Preferences: Configure system preferences
  • Integration Settings: Configure integration settings

User Administration​

  • User Management: Manage organization users
  • Role Management: Manage user roles and permissions
  • Access Control: Configure access control policies
  • Security Settings: Configure security settings

Monitoring and Reporting​

Usage Monitoring​

  • User Activity: Monitor user activity and usage
  • System Usage: Monitor system usage and performance
  • Access Logs: Review access logs and audit trails
  • Performance Metrics: Monitor performance metrics

Reporting​

  • User Reports: Generate user activity reports
  • System Reports: Generate system usage reports
  • Access Reports: Generate access control reports
  • Performance Reports: Generate performance reports

Configuration Examples​

Small Organization Setup​

Users: 5-10 users
Roles: Owner, Admin, Operator
Structure: Flat structure
Permissions: Basic role-based permissions

Medium Organization Setup​

Users: 10-50 users
Roles: Owner, Admin, Operator, Viewer
Structure: Department-based structure
Permissions: Department-level permissions

Large Organization Setup​

Users: 50+ users
Roles: Owner, Admin, Operator, Viewer
Structure: Hierarchical structure
Permissions: Granular permissions

Best Practices​

User Management​

  • Role Assignment: Assign appropriate roles to users
  • Permission Review: Regularly review user permissions
  • Access Control: Implement proper access control
  • User Training: Provide user training and support

Organizational Structure​

  • Clear Hierarchy: Define clear organizational hierarchy
  • Permission Inheritance: Use permission inheritance effectively
  • Department Management: Manage departments effectively
  • Team Collaboration: Enable team collaboration

Security​

  • Access Control: Implement strong access control
  • Permission Management: Manage permissions carefully
  • Audit Trails: Maintain audit trails
  • Security Monitoring: Monitor security events

Troubleshooting​

Common Issues​

User Management Issues​

  • Role Assignment: Check role assignment
  • Permission Problems: Verify permission settings
  • Access Issues: Check access control settings
  • User Status: Verify user account status

Organizational Issues​

  • Structure Problems: Check organizational structure
  • Permission Inheritance: Verify permission inheritance
  • Department Issues: Check department configuration
  • Team Issues: Verify team settings

Administrative Issues​

  • System Configuration: Check system configuration
  • Access Control: Verify access control settings
  • Security Settings: Check security settings
  • Integration Issues: Verify integration settings

Support Resources​

  • Documentation: Refer to organization settings documentation
  • Help Center: Access help center resources
  • Support Team: Contact support team for assistance
  • Community: Use community forums for help
TODO

Add screenshot: Organization Settings → User Management Screen. Alt: "Organization settings screen showing user management and role assignment options".

TODO

Add screenshot: Permission Management → Access Control Screen. Alt: "Permission management screen showing access control and role-based permissions".

Open TODOs​

  • Add organization settings screenshot
  • Add permission management screenshot
  • Verify all configuration options
  • Confirm role hierarchy
  • Validate access control settings