Organization Settings

This article walks the reader through how to configure Organization Settings

Whether you have signed up for ClearQuery as an individual or your company has a more complex agreement, the Organization settings are the same and easy to use.

• Note: A majority of the functionality explained within this section is specific to the users with the admin role.

User Management:

Here the Organization's Admin can see a full list of all users with access to their organization. The Admin can add, edit, and delete users from this screen.

Add User: To create a user account click the "Add User" button in the top right of the window and enter the following required information:

This can be completed by hovering over the "Action" dropdown and selecting "Remove User." Note: Once a user is deleted this cannot be undone, please confirm the action before completing it.

Group Management:

ClearQuery allows Administrators to create groups or teams within Organizational Settings. This allows for objects within CQ, such as Charts, Dashboards, Insights Canvases, to be assigned to an entire team from the permissions dropdown as opposed to selecting each individual user separately. In the permissions dropdown, groups are noted by a group logo next to the name.

Organization Settings

Here the Admin can name the Organization, view the domains associated with the organization, and edit the primary contact email address.

Invitations:

If the admin attempts to add a new user with an email address that already exists in CQ, the system will display a message stating that email address already exists. Note: The system is configured to prevent multiple users from having the same email address.

To include that user in the organization, the admin can send the pre-existing user an invitation to join their organization:

Simply add the user’s email address and click “Invite.” The user will receive an email detailing that the admin has invited them to collaborate and to accept the invitation via a link. Once accepted, the invited user will be able to switch between multiple organizations within ClearQuery via a drop down in the top right of their screen.

• Note: An invited user will count towards the organization's total seats within their subscription

• Note 2: make sure to periodically check your dataset user permissions, adding users from other organizations will give them access to any datasets that are "shared" or "owned" by "everyone." Checking the permissions periodically may prevent users from having access to excess datasets.

Subscription Management:

There are two available tabs within this section:

• Subscription Selection (if applicable) – Displays the current subscription as well as other available packages and costs. Pricing can be viewed as annual or monthly and there is a link to the full pricing sheet.
• Subscription Usage - This shows the organization’s current usage compared to the usage limits of their subscription level.

If you have additional questions regarding this topic, please reach out to your Account Manager or contact ClearQuery Support (support@clearquery.io).