Organizations

Organizations provide the ability to subdivide your account into independently manageable groups of devices, media, playlists, etc. By designating a group as an organization it's possible to restrict user access to the associated group and sub-groups. Users belonging to an organization will only have visibility and access to the organizations' groups.

Key Benefits

Multi-Location Management Easily oversee digital signage networks across multiple physical locations from a centralized dashboard while maintaining location-specific control.

Streamlined User Administration Assign team members to specific organizations, ensuring they only manage content and devices relevant to their location or department.

Flexible Configuration Each organization can have its own contact information, timezone settings, and operational preferences without affecting other locations.

Scalable Growth Add new organizations as your business expands, making it simple to onboard new locations or business units.

Common Use Cases

Retail Chains: Separate organizations for each store location with local managers assigned to their respective stores.

Corporate Environments: Different organizations for various departments (Marketing, HR, Operations) or office locations.

Franchise Operations: Individual organizations for each franchise location with franchisees managing their own content.

Educational Institutions: Separate organizations for different campuses, buildings, or departments within a university system.

Setup Procedure

As an example, suppose a corporation (ABC Inc.) has a number of franchisees and wishes to provide access to their franchise owners. Corporate could create an organization for each franchisee, then assign that organization to various groups within their account.

Create an organization

To access Organizations, click the profile icon at the top/right, then Account Information.

Create a new organization by clicking 'New Organization', then enter the name of the org along with any location related details.

Assign users by clicking +Add in the users field, and select from the list. You may add as many users as you wish and can always remove/add users at any time. 

Assign content groups to the organization

Once the organizations have been created they can then be assigned to groups within the corporate account. In this case, we have created three groups under devices corresponding to each of the organizations we created.

Right click on any group to assign an organization.

Then check the box adjacent to the organization we wish to assign

Repeat the steps for each franchise. Once complete you'll see we now have 3 groups assigned to their own organization representing the 3 franchise locations. In this example, we have moved our single device to the Seattle > My Devices group.

Now when logging in as Mike, the only visible device group will be the subgroups of the group we assigned to the Seattle organization.

It's important to note that the only visible groups will be subgroups of the organization group.

Switching between organizations

Users assigned to multiple organizations are free to switch between organizations at any time. The 'Switch Organization' feature is found in the top/right main menu.

Troubleshooting

I don't see any content when logged in as an org user.

Only subgroups of the assigned organization groups will be visible to the user. For example if your group structure looks like this 'Franchise A Group' > 'My Devices', if the organization is assigned to the group 'Franchise A Group', then only 'My Devices' will be visible to the org user.