Making the most of organisations
An organisation is a shared workspace for a group of users who commonly work together. All applications, consents, contacts and templates are held by the organisation and can be managed by all members of the organisation. This is an efficient way for colleagues to share key information and to work collaboratively.
Important note: Please be cautious about accepting invitations to join or merge with an organisation, as merging will provide access and pass some 'ownership' of your applications, consents, contacts and libraries to the destination organisation. You cannot undo a merge without help from the Objective Support team.
Membership of an organisation is by invitation or request. Invitations can be sent to individuals who have not yet joined Objective Build or to other Objective Build users and organisations.
Becoming a member of an organisation merges the joiner's applications, consents, contacts, templates and any pending invitations into the host organisation's records. Those records stay with the host organisation if a user leaves the organisation.
The administrator of an organisation has responsibility for inviting members, responding to requests, deactivating and activating member's user profiles, and releasing members.
To manage your organisation and membership, select Organisation in the left navigation.
Membership of an organisation affects your own applications, consents, contacts and templates.
When you join an organisation, you retain your separate profile, but your applications, consents, contacts and templates are merged into the organisation's applications, consents, contacts and templates. Your applications, contacts and templates are visible and editable by any other member of the organisation.
If your user profile is deactivated by an organisation administrator, you cannot log in to Objective Build with that user profile. When the organisation administrator activates your user profile, you can log in to the system and, as a member of the organisation, access and manage all organisation records.
If you are released from an organisation, you can access only those applications on which you are a participant. You cannot access any contacts, templates or other applications or consents that were merged into the organisation when you joined or were added after you joined.
Each organisation has at least one administrator with responsibility for membership. When you first register with Objective Build, you are automatically assigned the Administrator role for your own organisation.
You must have the Administrator role to invite members and other organisations, make other members administrators, activate / deactivates member user profiles and release members.
It is always a good idea to have more than one administrator for an organisation, to cover absences.
When you invite a person to join, Objective Build sends an invitation email to the address you provide. The recipient can accept or decline the invitation. If they accept, their applications, consents, contacts and templates are merged into the organisation's records. As a member, they can access and manage all the organisation's records.
When you invite an organisation to merge, you must provide the email address of an administrator of that organisation.
Objective Build notifies all administrators in the invited organisation and the administrators can accept or decline the invitation. If any of the organisation's administrators accept the invitation:
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all members of the invited organisation become members of the host organisation - members do not need to be invited individually
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the invited organisation's administrators become members of the host organisation but they do not have the administrator role in the host organisation
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the invited organisation's applications, consents, contacts and templates are merged into the host organisation's records
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any deactivated user profiles for members of the invited organisation are merged into the deactivated user profiles in the host organisation
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any pending invitations for the invited organisation are merged into the pending invitations in the host organisation
As an administrator, you can deactivate a member user's profile, for example if the person takes extended leave from your business, and later reactivate their profile.
Deactivation removes the user's access to Objective Build. The user cannot log in with that user profile.
Activation restores a member's deactivated user profile. The user can log in and, as a member of the organisation, can access and manage all of the organisation's records.
As an administrator, you can release a user from the organisation, for example if the user leaves employment with the business. Releasing a user revokes the user's membership of the organisation.The user's existing participation on any applications or consents is unaffected. However, they cannot access the organisation's contacts or templates or any other applications or consents.The user's profile is otherwise unaffected. They can still log in to Objective Build and start new applications.
Procedures
Accept or decline an invitation
Manage your organisation's details
View members of your organisation
Manage organisation administrators
Invite an organisation to merge
Resend or delete a pending invitation
Activate or deactivate member's user profile
Release a user from an organisation
Reference