Help Articles/Dashboard/User Profile

Managing an Organization

Amanda S
posted this on August 12, 2013, 15:53

An organization created in your Hootsuite dashboard contains members, teams, social networks, and can be structured to reflect your company's formation.

When you create an organization, you automatically become the super admin. Super admins can manage all aspects of their organization including adding and removing team members, adding and removing social networks, creating teams and managing permissions. 

 Managing an Organization

 Creating an Organization

Creating an organization allows you to create teams and manage permission levels of team members who will be accessing and using your social networks. While you can be a member of multiple organizations, you can create only one organization.

Note: You will have the option to add social networks to your organization during step 3. Only social networks that have already been added to your dashboard will be available.

To create an organization

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click Start collaborating with others (Image 1), or click Create an organization (Image 2) in the lower-left corner of your dashboard.
    Image 1
    start_collaborating_with_others_745.png
    Image 2
    create_an_organization_button_745.png
  3. Create an organization
  1. Type organization name.
  2. Optional: Click to upload organization image or icon from your device.
  3. Optional: Click to select social network(s).
  4. Click Create Organization.

    create_organization_510.png 

 Enabling or Disabling Social Organizations

Enabling a social organization allows all members of the organization to view each other, as well as teams and social networks connected to the organization.

Disabling a social organization blocks member access to the member directory, giving all members limited access to team member profiles.

Enabling or disabling a social organization can be completed by a super admin from the Hootsuite dashboard.

To enable or disable a social organization

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click the gear icon beside the organization name, and then select Settings.
    organization_settings_320.png
  3. Click to add or remove checkmark (a checked box means the feature is enabled), and then click Save Changes.
    enable_social_organization_510.png

 Syncing an Organization's Avatar

Occasionally the avatar (or profile image) can become disconnected from an organization's profile. Syncing the avatar should correct the issue, and can be done from the User Profile section of your Hootsuite dashboard. 

To sync an organization's avatar

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png 
  2. Click the gear icon beside the organization name, and then select Settings.
    broken_org_image_settings_320x212.png 
  3. Click broken image, locate and select image from your device, and then click Open.
    broken_org_image_320x140.png 
  4. Click Save Changes.
    org_settings_save_changes_button_320.png

 Changing an Organization's Name

An admin, team admin or super admin of a team can change the name. 

To change an organization's name

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png 
  2. Click the gear icon in the upper-right corner of your organization's menu box, and then select Settings.
    organization_settings_320.png 
  3. Type a new name for the organization, and then click Save Changes.
    change_org_name_320.png 

 Leaving or Deleting an Organization

Team members have the option to leave an organization at any time, but require another invitation to rejoin. Leaving members also loose their ability to collaborate on all things organization related, including scheduled content and assigned messages.

Leaving or deleting an organization when you are the super admin requires you to delete all members and teams before you can leave. Remember, deleted organizations cannot be retrieved only recreated, and all organization content including teams, social networks, scheduled content and vanity URLs will be lost.

To leave or delete an organization

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click the gear icon beside the organization name, and then select Leave Organization.
    leave_organization_320.png
  3. Click OK.
    leave_organization_confirmation_320.png

Alternatively, you can click Cancel to stop this process.

 Managing an Organization's Members

 Inviting Members to an Organization

Inviting members to an organization improves its effectiveness, while empowering members to become more engaged. Members can be invited by the super admin or admin, and the invitee must have a Hootsuite account. A free Hootsuite account can be created at Hootsuite.com.

To invite a member to an organization

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click Manage beside the organization name.
    manage_button_320.png
  3. Under Members In This Organization, click Invite Members.
    organization_invite_members_320.png
  4. Invite member(s) to organization
  1. Type email address. To invite more than one member, separate each email address with a comma or by pressing SPACEBAR.
  2. Optional: Type a message.
  3. Optional: Click to select team for member(s). The team must already be added to the organization to populate in list.
  4. Click to select permission level. 
  5. Click Add User to Organization
    invite_members_to_org_510.png

Note: This will automatically add the member to your organization giving them default permissions, and the member will receive an email informing them they have been invited.

 Assigning or Modifying Organization Permissions

Organization permissions determine the access and actions of a member at the organization level. Learn more

To assign or modify organization permissions

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click Manage beside the organization name.
    manage_button_320.png
  3. Under Members In This Organization, hover mouse over team member button, click the gear icon, and then select Manage permissions.organization_manage_permissions_382.png
  4. Click to select the permission level. 
    setting_organization_member_permissions_570.png

 Enrolling or Unenrolling Organization Members from Hootsuite University

Enrolling and unenrolling organization members from Hootsuite University (HSU) can be completed by a super admin from the Hootsuite dashboard. 

HSU is a recurring monthly fee of $21 + HST that is automically added to your bill. Enrollment can be changed at any time.

To enroll or unenroll an organization member in Hootsuite University 

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png 
  2.  Click View Members from the organization's menu box.
    view_members_320.png
  3. Click to select organization member.
    organization_member_320.png

Note: A user belonging to multiple organizations could already be enrolled. If so, this banner will display.

hsu_enrolled_banner_518.png

  1. Enroll or unenroll member
  1. Click Enroll.
    hsu_enroll_button_404.png

This member is now enrolled, and can access HSU by clicking the wrench icon from the left-aligned launch menu in their dashboard, or logging into HSU from learn.hootsuite.com

  1. Click Unenroll.
    hsu_unenroll_button_504.png

The unenroll button will update to enroll. This indicates the organization member has been unenrolled from HSU.

 Deleting Members from an Organization

Deleting a member from an organization removes them from any team collaboration in the Hootsuite dashboard. This process can be completed by the super admin or an admin.

To delete a member from an organization

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click Manage beside the organization name.
    manage_button_320.png
  3. Hover mouse over member's profile box, click gear icon, and then select Remove from organization.remove_from_organization_320.png
  4. Click OK.
    remove_member_confirmation_320.png

Alternatively, you can click Cancel to stop this process.

 Managing an Organization's Social Networks

 Adding Social Networks to an Organization

Adding a social network to an organization allows you to manage your social network with the power of your organization. While you can specify permissions such as who can post status updates and who can approve unsent messages, only super admins and admins have complete access to the capabilities of a social network. Learn more

Important: Each time a Facebook profile, Page or group is added to or reconnected with Hootsuite, you will be required to enter your Facebook password.

To add a social network to your organization

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click Manage beside your organization name.
    manage_button_320.png
  3. Click Add a Social Network below Social Networks I Have Access To.
    add_a_social_network_320.png
  4. Click to select the social network to add.
    add_twitter_profile_320.png

Note: Step 5 is only applicable if adding a Twitter profile. 

  1. Optional: Click to add or remove checkmark. A checked box mean the feature is enabled.
    twitter_follow_hootsuite_320.png
  2. Click Connect.
    connect_with_twitter_320.png

Note: You must log into the social network you are adding to connect it with Hootsuite.

 Removing Social Networks from an Organization

Removing a social network from an organization can only be completed by the super admin, and will remove team members in that social network, as well as any scheduled content relative to that social network. For example, if a message is scheduled to a Twitter and Facebook account but the Twitter account is removed, the scheduled message will only post to the Facebook account.

Note: Removing a social network from an organization only removes it from your Hootsuite dashboard. This process does not delete the social network account itself.

To remove a social network from your organization 

  1. Click your user profile icon on the left-aligned launch menu.
    user_profile_icon_320.png
  2. Click Manage beside the organization name.
    manage_button_320.png
  3. Hover mouse over social network, click gear icon, and then select Remove from organization.remove_social_network_from_organization_384.png
  4. Click OK.
    remove_organization_social_network_confirmation_320.png

Alternatively, you can click Cancel to stop this process. 

 
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