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Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to edit an organization

Update an organization’s identifying details or its configuration parameters. Parameter changes affect what every user in the organization sees, so they need more care than a name or address change.

Before you begin

You need the Account Admin role and the name of the organization.

Two very different kinds of change happen on this form:

  1. Identifying details: name, address, phone, external ID. Cosmetic, apart from the external ID if another system depends on it.
  2. Configuration parameters: these change what data users see. A Filter-type parameter edited here changes row visibility for everyone in the organization, invisibly.

Treat the second kind as a data-access change, not an admin tidy-up.

Steps

Step 1. Open Organization Management

From the main navigation, click Admin, then open the Organization Management tab.

Step 2. Find the organization and open it

Locate it in the list and click the edit icon. The pop-up opens with the current configuration.

Step 3. Make the change

Update the identifying details or the configuration parameters as needed.

If you’re changing a Filter-type parameter’s Key or Value, re-read How to configure organization filter parameters first, the exact-match rules are what make these fail.

Step 4. Save

Click Save. Changes apply to all users in the organization.

Step 5. Verify, if you touched a parameter

Open a Dashboard as a user in the organization and confirm the data looks right. A parameter change that didn’t take is indistinguishable from one that did until you check.

Result

The organization reflects your changes. Parameter changes flow to every user in the organization; detail changes are cosmetic and affect nothing about access.

Common issues

  1. The parameters list looks empty after saving. The pop-up may have saved before the rows were committed. Re-open the organization, re-add them, and save again.
  2. I changed a parameter and nothing happened. Check the Type is still Filter, and that the Key matches a column in the affected Reports exactly.
  3. Users suddenly see no data. A parameter Value no longer matches anything in the column. Revert it and check the underlying data before setting it again.
  4. I renamed the organization and something broke. The display name shouldn’t affect access. If an external system keys off the name rather than the External ID, that’s a dependency worth documenting.