Learn how to set up your organization's profile in Conveyo. Update your logo, name, default chart units, and configure permissions for your entire organization or individual users.
Chapters
00:00
Intro to Organization Profile
Introduction to the Organization Profile setup
00:12
Update Logo and Name
00:19
Set Default Chart Units
00:42
Personas and Study Permissions
00:51
Configure Org Access Rights
01:16
Individual Access Rights
Transcript
00:00
Hi and welcome back to Conveyo.
00:02
today we're setting up your Organization profile.
00:05
This is through the Organization Profile menu which you can find in the Settings part of your Conveyo environment on the top.
00:12
By pressing the Update Profile button, you can update the logo of your organization and the name.
00:17
In case you would like this.
00:19
You can also set default chart units which will be leveraged by the AI to create automatic charts in the different studies.
00:27
You can choose between absolute or percentage within it's still possible to update these chart units within a specific study.
00:35
It is also possible to disable or enable Personas and lastly to configure default study permissions across your organization.
00:44
If you press this button, you will have the option to set access rights across the whole org.
00:51
You can choose between restricted, in which you will have to give dedicated access within a certain study.
00:56
You can give everyone viewer rights in which they can only view a study, edit rights in which they can view and edit, and full access to which they can edit, view and share the study outside of your environment.
01:08
It is also possible to give individual access rights to for example a team per person.
01:15
I selected a team and can give them the same access right as you seen before.