How to add organizations?

The organization feature allows companies to better manage their partners, and customize the ways that end-users access Obok.

Only the Account Owner is able to delete Organizations. Team members with Admin permission are able to add members and invitations.

 

Add organizations

1. Go to the menu and click "Organizations" or click the building icon and tap "Show more":
   
   
2. In the organization's view, you can add a new organization, just tap the "Create organization" button:
   
   
3. Fill in the fields and click the "Submit" button:
   
   
4. Once the organization is created you will see the record in the organization table:
   
5. Your organization was created successfully, you can delete or edit with the action buttons.
   

6. To edit the organization, click the button with the eye icon and change any fields you want.

Invite collaborators

To invite your collaborators to your organization, if they already have an Obok account, they will be added automatically. Otherwise, the invited user will need to create an account to join the organization.

1. Click the button with the eye icon.
2. On the next screen, you will see two tabs: "Overview" and "Members." Click on "Members."
   
3. Add a collaborator by clicking the "Add Member" button. Fill in the required fields and click "Submit."
   

An email will be sent to the collaborator to join your organization and view all findings.