Get an overview of your organisation using Organisation Home

Available for:

  • Enterprise

Organisation Admins on Enterprise plans can get an overview of their Organisation through Organisation Home, and manage organisational settings through Settings. This enables Organisation Admins to effectively manage Workspace licenses, users, sign-in and security features, and more.

Organisation Home

This is where Organisation Admins will manage Workspace licenses and users. It functions as an overview of the different Workspaces to show usage, availability, and users within each Workspace.

Workspace licenses

When Admins first navigate to the Organisation Home, they will see a high-level rollup for the organisation’s different licenses. Each license will indicate how many Workspaces have been assigned compared to the amount that is available within the license and a count of the number of users within the assigned Workspaces. For greater detail, click on an active license. 

Within each license, Admins will be able to view the following:

  • Period for which the license is valid
  • Number of Workspaces compared to what is available on your license
  • Workspace type, name, owner, number of members, and number of Pigeonholes used

Admins are able to assign workspaces from the workspace licenses and transfer workspaces as well.

This section helps Organisation Admins understand their organisation’s current usage and available quota for Workspaces and users.

Comparing your current usage with the available quota can help you determine whether your account is appropriately sized for your organisation’s needs. For example, if all available Workspaces are in use across your licences, you may want to consider expanding your account to accommodate additional Workspaces.

Transfer ownership of a Workspace 

If a Workspace Owner needs to transfer ownership of a Workspace, for example, because they are leaving the organisation or their role, an Organisation Admin can transfer ownership to another user.

In the Workspace view, click the More icon, then select Transfer ownership and enter the email of the user to transfer the Workspace to. 

Users

This is where Organisation Admins can view all users within the organisation, as well as key information about their accounts.

Organisation Admins can use the filters to view a list of users by license and role types. They can also further sort the list of users by Name, Email, Last login time, and Status. This can help Organisation Admins manage access levels, to ensure users have the correct permissions for their usage. They also can monitor the usage of specific users, to help gauge activity levels of each user. 

User status 

The status for each user is as follows:

  • Active: User is assigned to at least 1 workspace 
  • Unassigned: User is not assigned to any workspace 
  • Pending invitation: User has not accepted their invitation to the organisation or workspace 

Export users data 

Organisation Admins can further customise their workspace usage report by exporting the list of users in their organisation and key account information via Export Users Data

Settings

This is where Organisation Admins can manage their organisation’s settings, such as adding other admins, setting up SSO, adjusting policies, and monitoring actions taken by users in Audit logs.

Organisation

On the Organisation page of Settings, Organisation Admins can update the name of the organisation, view their account validity period, and add or remove other Organisation Admins. The number of Admin seats available vs. the seats used is reflected above the current Organisation Admins.

Note: Please contact your account manager if you need to increase the number of Organisation Admin seats available. 

Single-Sign On (SSO)

This is where Organisation Admins can configure SSO to Workspaces or Pigeonholes via the organisation's identity provider. SSO ensures a secure and convenient way for workspace users or attendees to access the required space. This functionality is available for both Workspace users and attendees. Simply follow the steps for which SSO access you would like to configure.

Learn more about setting up an Organisation Workspace SSO:

SCIM

The ability to set SCIM provisioning will allow Organisation Admins to streamline Workspace management. Automating provisioning and deprovisioning of workspaces to joining or exiting employees will allow for easier user management for large organisations.

Note: In order to enable this, Organisation Admins will first need to setup SSO.

Workspace policies

This is where Organisation Admin can configure policies for all Workspaces managed by the organisation, or set exceptions to configure different policies for different Workspace licenses or Workspaces.

Policies available:

  • Password policy - manage password policies for users
  • Restrict Workspace membership by domain - limit who can be invited to join your Workspaces outside your organisation 
  • Pigeonhole policy - control attendee access, viewing, and integrations to Pigeonholes
  • API access - connect external tools to Pigeonhole Live via the public API
  • Audit logs - monitor and log Workspace activity

Audit Logs

Here, the Organisation Admin can view the usage trail of Organisation Admins in the Organisation. Filter functionality allows viewing by a specific user or date range. They can also drill down on a specific activity to see the date and time of an activity, IP address, and browser where the action took place.