Organisations

My Organisations

Your Organisations can be viewed by going to the Dashboard by clicking on the Home option on the Sidebar.

From here you can:

  • See what organisation is currently active (Will be highlighted in green).
  • See what authorization you have on that organisation.
  • Update & view organisation Report Footer Settings and Info.

If you only have access to one organisation, it will be displayed as follows:

Organisation Access Single

An Example organisation of what you will see on the Culteva Dashboard if you only belong to one organisation.

If you have access to multiple organisations your organisation widget will look as follows:

Organisation Access Multiple

An Example of what you will see if you have access to multiple organisations

Depending on what type of member you are, you have access to certain aspects of Culteva™ and your organisation. Here is a table to illustrate to what each member has access to:

Organisation Roles

Table that shows what each role can do within an organisation

Any member can view the details of the organisation. Which can be accessed by clicking on the (Info) icon located on your organisation widget on the dashboard. OR if you have multiple organisations:

  • By clicking on the ⚙ (Gear) icon on the organisation you would like to view.
  • Then by selection the Details option on the dropdown menu.

You will be taken to a new page with three widgets, one being the basic info of the organisation, second being the member belonging to the organisation and the third widget contains the users that have been sent an invite to join this organisation.

The organisation detail widget:

  • Shows the details of the organisation & your authorization within it
  • From this widget you can update the Report Footer Settings and the details if you have the required authorization

Organisation Detail

Organisation detail widget

The organisation members widget:

  • Shows the members that belong to the organisation
  • If you have the correct authorization you will be able to remove members and edit their roles.

Organisation Detail

Organisation Members widget

The Organisation Invites widget:

  • Shows the current invites to the organisation.
  • Shows the current status of each of the invites and the said members roles if they were to accept.
  • If you have the correct authorization you will be able to expire invites and invite new members. (Keep in mind only other Culteva users will be able to join)

Organisation Detail

Organisation Invites widget

To invite a user, just click on the INVITE USER button to open the user invite dialog. (Note you need the admin or owner role in order to have access to this feature)

Field Descriptions:

  • Name: The name to keep track of who you are inviting (Note: The name is used as a reference)
  • Email: The email of the user you wish to invite
  • Role: The role the user will have on your organisation

Switching Organisations

To switch between organisations:

  • Select the ⚙ (Gear) icon of the organisation you would like to switch to and select the Make Active option on the dropdown menu.
  • Or by opening the sidebar and clicking the dropdown next to the currently selected organisation and slecting the organisation you want active.

The data associated with the organisation will now be loaded.

Organisation Switch

Switching from the currently selected Example Org to Test Organisation

Updating Info & Report Settings

To Update your organisations' info, you need to have the role of Admin or Owner on that organisation.

  • Navigate to the Update Info page:
    • By (If you only have access to one organisation) clicking on the (Info) icon located next to your organisation on the Dashboard page.
    • Or (if you have access to multiple organisations) by clicking the ⚙ (Gear) icon next to the organisation you would like to edit and selecting the Update Info option.
    • Or by clicking on the Update Info button on the Organisation Detail page.

Organisation Info Update

The Update Organisation Page

To Update your organisations' Report Footer Settings, you need to have the role of Admin or Owner on that organisation.

  • Navigate to the Update Settings page:
    • By (If you only have access to one organisation) clicking on the (Info) icon located next to your organisation on the Dashboard page.
    • Or (if you have access to multiple organisations) by clicking the ⚙ (Gear) icon next to the organisation you would like to edit and selecting the Update Settings option.

Organisation Settings Update

The Update Settings Page