Community docs

Organization profile page

Each organization has a Profile Page, which is accessible by clicking the Organization's name from anywhere in the application.

You can also get to this page from the Organizations list available on the Settings screen. You can get to the Settings screen by clicking the user profile picture in the top toolbar.

org_list.png

The Profile Page has three sections:

  • Header

  • About information

  • Tabs for viewing Overview, Resources, Glossary, Activity, Collections, Members, Followers and Settings of the organization.

The header contains:

  • The avatar for the organization, which also serves as a link to the organization's profile page.

  • Both the descriptive name and the username of the organization.

  • A button to Follow the organization.

The About section displays key information about the organization, such as a list of administrators, the number or resources, members, and followers, and a list of recent activities for the organization.

All of this information is configurable for your organization (including the About information on the right).

org_overview.png
Overview tab

The Overview tab of the Organization Profile Page has two sections: Overview and Resources. Organizations with an Enterprise license get access to the Glossary and Collections section as well.

The Overview section includes the Description and Details of the organization. Details can be written either with Markdown or by using the powerful Simple Editor that is part of the application.

org_overview_overview.png

The Resources section includes:

  • A list of all of the data resources owned by the organization. These include datasets, projects, Tableau dashboards etc. Click All resources to go the Resources tab to see a detailed view of the resources.

  • A search bar to locate resources easily.

  • A button to create a new resource.

org_overview_resources.png

The Glossary section provides access to the business terms and other glossary terms of the organization. Click the All glossary terms tile to go the Glossary tab to manage the glossary.

Note

The Glossary section appears for Organizations with an Enterprise license.

org_overview_glossary.png

Collections are groupings of resources created by the members of the organization. The purpose of collections is to facilitate access to the large amounts of data that enterprises have. You get an option to create new collections from this screen. The collections shown in the following sample image are just examples of the kind of categorizations you can do. Click the All Collections tile to go the Collections tab to manage the collections.

Note

The Collections section appears for Organizations with an Enterprise license.

org_home_collections.png
Activity tab

As you would expect, the Activity tab on the organization profile shows a list of all the activities across the entire organization—including comments on insights, activity on datasets, uploading files, and more.

Click the links to go to the topic, the resource, or the person who made the change.

org_profile_activity.png
Members tab

The Members tab on an organization profile contains a linked list of all the people associated with an organization. It has two different views.

Basic members and Content creators in an organization see a thumbnail grid. They can click through to the member profile to view their resources, activities, followers etc. and choose to Follow members they find interesting.

org_member_view_contentcreator_basicuser.png

Administrators of an organization see a list view and can use this space to manage members of the organization. The list view allows to quickly edit user permissions and visibility and, if required, remove users from the organization. The Grant access option is also available to invite new members to the organization.

Note

Note that when a new member is added to an Organization and the user is already logged in to the application, they must refresh their browser to see the new organizations.

org_member_view_admin.png

The list can be sorted by the Name and Username columns. When you are dealing with a long list of members, you can narrow down the list, using the Filter feature. This can be done in two ways:

  • Click the arrow in the Permissions and Visibility column headers to filter by permissions (Admin, Content Creator, Basic Member) or visibility (Public, Private).

  • If you know the display name or username of a member, locate them by using the Filter box.

Followers tab

The Followers tab on the organization profile page contains a list of all of the people who follow the organization. Sort the list by Username or Full Name in ascending or descending order.

org_profile_followers.png

The information includes:

  • Avatars

  • Usernames

  • Bio information

  • A link to follow the users

You can click through to the user profile to see the details and a list of publicly available projects and datasets created by the user.

Settings tab

If you are an administrator of an organization you will have access to the Settings tile on the organization's home page and the Settings tab on the organization's profile. There are five screens on the Settings page.

The first is the Profile screen.

org_profile_settings_profile.png

Set the following details of the organization from this screen:

  • Display name

  • Parent company or organization

  • Website address

  • Description

  • Profile picture

The Connection manager screen is for managing the organization-level connections. From here you can create new connections, edit and delete existing connections, and manage tasks for connections.

Note

If you need to create a personally-owned virtual data connection you will need to do that through the Integrations interface. Connection manager is only for connections that are owned by an organization.

org_profile_settings_connection_manager.png

The Preferences screen is for setting access permissions to the organization and setting up people outside the organization as recipients for organization notifications.

org_profile_settings_preferences.png

Set the description and webhook URL on the Webhooks screen. For more information about creating and using webhooks, see the article on organization webhooks in the API documentation.

org_profile_settings_webhooks.png

The Billing screen shows the organization's current plan and also has a link to update the plan.

org_profile_settings_billing.png