The platform has introduced a new feature called the Customer Organization Feature, which enhances user management by allowing the creation and administration of customer organizations and their associated users:
1. Introduction to the Customer Organization Feature
- Purpose: Enables users to register as either individual customers or as part of a customer organization, facilitating the management of multiple users under a single organizational umbrella.
2. Enabling the Customer Organization Feature
- Accessing the Feature:
- Navigate to Features Page: Go to the Features page and search for “Organization” (spelled the American way).
- Activate Core Functionality: Enable the feature titled “Allow users to register as Customer Organizations.”
3. Registration Process
- Types of Registration:
- Customer Organization: Primary account holders should register as “Customer Organization.”
- Customer Users: Other users within the organization should register as “Customers” and provide the “Organization Name” corresponding to their parent organization.
- Parent and Child Users:
- Parent User: Acts as the primary account holder (e.g., “test,” “IBM”).
- Child Users: Registered under the organization, functioning as children of the parent user.
4. Features Enabled by Customer Organizations
- Approved Customer Organizations:
- Requirement: Option to require customers to be part of an approved customer organization before they can perform any actions on the platform.
- Use Case: For example, a school with multiple students can ensure that only approved organizations (schools) can have their students interact on the platform.
- Viewing Jobs of Other Users:
- Functionality: Enables users to view jobs belonging to other users within the same customer organization.
- Example: Recruiters within the same recruiting firm can view and interact with jobs across the organization.
- Limiting Users Under an Organization:
- Customization: Admin can set a limit on the number of users that can register under a customer organization.
- Configuration: A field is available in the user item to specify the maximum number of users (e.g., limit of 75 users).
5. Managing Customer Organizations
- Filtering and Viewing Users:
- Filter by User Type: Admin can filter users by “Customer” or “Customer Organization.”
- View Organization Details: Clicking on a customer organization (e.g., “test”) displays all users registered under it.
6. Demonstration of the Feature
- Registration Example:
- Primary User Registration: Register as a “Customer Organization” with the name “test.”
- Child User Registration: Register other users as “Customers” under the “test” organization.
- Job Visibility Example:
- Job Association: Jobs are linked to specific customers or to the customer organization.
- Visibility Toggle: When enabled, users can see and interact with jobs belonging to the entire organization.
7. Use Cases and Benefits
- Team Management: Facilitates management of teams within organizations, such as a group of recruiters in a recruiting firm.
- Controlled Access: Ensures that only members of approved organizations can access and perform actions on the platform.
- Scalability: Allows organizations of varying sizes to manage their users efficiently.
8. Additional Configuration Options
- Limit Custom Organization Users: Admins can specify the maximum number of users that can register under a customer organization by entering a number in the designated field.
- Custom Organization Naming: Admins can assign any desired name to a customer organization (e.g., “IBM,” “test”) to reflect the exact customer organization name.
9. Conclusion and Support
- Summary: The Customer Organization feature provides a robust system for managing users within organizations, enhancing collaboration and control over platform interactions.
- Support: Users are encouraged to reach out for any questions or assistance regarding the Customer Organization feature.
This feature streamlines the management of users within customer organizations, providing enhanced visibility and control over jobs and interactions within the platform.