Managing admins and features within organizations
The Organization details screen within the Organization settings menu is available to Organization admins.
For an overview of roles and permissions in Velixo Portal, refer to the general article.
Overview
Admin and feature management within an organization is available in the Organization details screen in Velixo Portal.
To access the Organization details screen, select Organization details in the Organization settings section of the side panel.
Changing the organization name
Enter the new organization name in the Organization name field at the top of the Organization details screen.
Click the Save changes button.
To modify the domain URL (for instance, when your company’s domain has changed), contact your Customer Success Manager or file a support request.
Managing admins
Adding admins to an organization
Click the + Add button in the Admins section of the Organization details view.
Provide the email and full name of your new admin, then click Save.
Deleting admins from an organization
Click the delete button next to their name on the Admins list in the Organization details view.
If you are certain you want to remove the selected admin, confirm by clicking Delete in the pop-up window.
Managing features
Click on the drop-down menu next to the feature you wish to disable/enable in the Organization details view.
Set the switch to the desired setting for the organization. Selecting Auto sets the feature to its default setting.