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  • Overview
  • Video
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  • 1. Accessing the Administrators Section
  • Key Features and Capabilities
  • Usage Guide

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  1. Portal

Administrators

Learn how you can assign Administrators, move Ownerships of Accounts, and define Members across multiple Workspaces using our Administrator Section on Organizations.

Last updated 6 months ago

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Overview

This document explains the new Administrators feature added to the Organization section in Datacake, allowing for streamlined management of organization administrators, permissions, and workspace inheritance. This feature is located in the Organizations group on the sidebar, which is accessible on the left side of the Datacake interface.

Video

How it works

1. Accessing the Administrators Section

To access this feature:

  1. Navigate to the Organizations section in the sidebar.

  2. Select Administrators from the options within the Organization group.

  3. You will see a list of current administrators, with options to add, remove, or change administrator permissions.

Key Features and Capabilities

Organization-Based Administrator Management

This feature provides a centralized management tool, allowing administrators to set permissions and transfer ownership across workspaces within an organization. Key highlights include:

  • Organization-Level Control: Previously, members had to be individually added to each workspace, making cross-workspace management difficult. Now, administrators and owners can manage members and permissions organization-wide, streamlining the user management process.

  • Automatic Inheritance: Workspaces created under an organization automatically inherit quotas and resources, such as devices and SMS allocations, eliminating manual configuration.

Assigning and Managing Permissions

Administrators can be added by:

  1. Clicking Add Member and entering their email. The member must have an existing Datacake account.

  2. Assigning one or more of the following permissions:

    • Workspaces: Manage workspace-related permissions.

    • Members: Handle member access and roles.

    • Billing: Manage billing settings and information.

    • White Label: Configure white-label settings.

This flexibility allows the assignment of specific roles, such as a Billing Administrator, without granting unnecessary access to other areas.

Ownership Transfer

For organizational needs, ownership transfer is now possible:

  1. In the Administrators list, open the context menu next to any administrator.

  2. Select Transfer Ownership.

  3. After transferring ownership, the original owner can remove themselves from the administrator list.

Usage Guide

  1. Adding an Administrator

    • Go to Organizations > Administrators.

    • Click Add Member.

    • Enter the member’s email and set their permissions.

  2. Removing an Administrator

    • In the Administrators list, find the administrator.

    • Open the context menu and select Remove.

  3. Changing Administrator Permissions

    • In the Administrators list, select the administrator.

    • Adjust their permissions as needed.

  4. Transferring Ownership

    • Use the Transfer Ownership option from the context menu.