Organisations

Organisations can contain users, surveys and projects. Each organisation is isolated from the others so that a user cannot move to a different organisation unless they are invited to by an organisational administrator or the administrator who created the organisation. These features allow organisations to be used to manage surveys for security reasons and to keep things simple. A user should only see the surveys that they are currently working on. Refer to Organisational Hierarchy for an overview of how organisations fit with other techniques for managing surveys.

Users can be members of multiple organisations although they can only be active in one organisation at a time. A user can belong to different security groups in each organisation that they are a member of. So a user in one organisation could be an administrator in another they can be an enumerator.

Organisations are managed on one of the tabs of the users page. To get to it select the menus; Modules then Admin then Users then the Organisations tab.

Tip

If you have organisational administration privilege then you will see all of the organisations on the server listed on this tab. Otherwise, if you have administrator privilege you will see the organisations that you have created.

Organisational Hierarchy

Surveys and data are stored in a hierarchical structure. The security groups possessed by a user determines how high in that structure they can go.

Organisational Hierarchy

Hence if a user has the admin security group then they can create and add themselves to projects. However unless they have the organisation privilege they cannot access projects in a different organisation. The same applies to a user with the organisation privilege. They can create and access different organisations and all the projects within those organisations however they cannot access organisations or projects in a different enterprise.

Private Organisations

You need the organisational administration privilege to manage all of the organisations on the server. However any administrator can add new organisations that only they (and the organisational administrator) has access to. These are known as "private organisations". They work exactly the same as an organisation created by the org administrator except that the admin who created them can also manage them.

Settings

Click on the edit button next to the organisation. This will open a dialog to edit:

• Name. The name of the organisation.

• Organisation details. Name, address, phone and email details that can be automatically added to generated PDFs.

Note

From SmapServer v26.10. In earlier versions the dialog also contains the email, other options and monthly usage limit settings.

All other organisation settings are set on the settings page for the organisation that you are currently in. To change them for a different organisation, first move to that organisation.

• Access settings and monthly usage limits. Organisation tab. Organisational administrators only.

• Email server. Email Options tab.

• Time zone, language, map source, editing of results, opt in, redactions and password strength. Other Options tab.

• Logos, menu bar colour and style sheet. Appearance tab.

• WebForm appearance. Webform Options tab.

Moving between organisations

On the Server

If you are using a browser on the server then when you click on the user profile menu, the icon that looks like a person's head and shoulders, you will see a dialog that includes the name of the organisation that you are currently in. If you access other organisations then you can select a different organisation in this dialog to move to it.

Using FieldTask

If you have FieldTask version 6.300 or higher then you can select a new organisation from inside the app without having to log on to the server using a browser. Select the Settings menu and then Form Management. You can then select the Organization option.

Selecting a new organisation in fieldTask

Once you have changed organisations FieldTask will automatically refresh and download the Surveys and Tasks that apply to the new organisation.

Providing permission to move to another organisation

This is done in the users tab. Select a user for editing then you can specify which organisations they can access.