Organization profile page details

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.

If configured, next you see the Browse card for your organization. A browse card is a quick navigation card that helps navigate users to the important collections, datasets, projects, and other resources in the organization. For details about setting it up, see this documentation.

Next is the Resources section that includes:

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.

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.

On the Resources tab, view a list of all the resources owned by the organization sorted in alphabetical order (Name(A-Z). Use the Filters and the Search bar available on the top to narrow down the list of resources. Use the New button to add new Datasets, Projects, Analysis, and Custom resources. From here, you also get an option to bulk-edit resources.

On the Glossary tab, view a list of all the glossary terms for the organization sorted in alphabetical order. Use the Filters and the search bar available on the top to narrow down the list of terms. Use the New button to add new glossary term. From here, you also get an option to bulk-edit glossary terms.

On the Collections tab, view a list of all the collections owned by the organization sorted alphabetically. Use the Filters and the search bar available on the top to narrow down the list of collections. Use the New Collection button to add new collections.

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.

The Members tab on an organization profile contains a list of members and user groups in the organization.

In the Members section, you can view the linked list of all the people associated with an organization. You can click through to the member profile to view their resources, activities, followers etc. and choose to Follow members they find interesting. If you have the appropriate permissions, you will be able to edit the default access for all members and add or remove members from the organization.

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

In the Groups section, you can view the out-of-the-box and user created groups. You can click through to see the group permissions and members in each groups. If you have the appropriate permissions, you an edit the groups and create new ones.

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.

The information includes:

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.

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.

Set the following details of the organization from this screen:

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.

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

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.

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