Manage the subscription

Manage the subscription

When the organization is created your account will be the administrator of that organization so that you can add other users to the organization account and manage their individual access rights.

Every personal Simumatik account can be a member of one or more organizations. By working in an organization the personal account inherits all the features of the organizational subscription. All created systems and components created within an organization is shared between the organization members. The access rights however can be limited by the administrators of the organization.

All members that have the access role manager or administrator can access the administration panel. To see the panel press administration in the menu for the organization.

On the administration page, you can change the current organizational member’s access role and add new or remove members. All users are sorted into groups, which can be managed when adding members or by pressing Transfer.

Access roles

To change the access roles, open the drop-down menu for the user and select a category. These changes are automatically saved. The different categories are explained further down.

Categories

Viewer

This role is read-only, meaning that systems, libraries, and components can be opened and viewed, but basic users can not create new systems or components. This is the default permission that new users get when added to an organization.

Creator

This category makes it possible to create and edit components and systems. It does not make it possible to edit content created by another user.

Owner

This category makes it possible to delete content created by the user itself. It does not make it possible to delete content made by other users.

Manager

This category gives access to the administrator panel and lets the user add and remove a user from the organization and change a user’s access rights. It does not let the user change the category Administrator for itself or another user.

Administrator

Activates the categories of other roles by default. This property can only be changed by the owner of the organizational account or other users with administrational rights. The category gives the ability the edit and removes all content for the whole organization.

Remove user

A user can be deleted by pressing the delete icon.

Block user

A user can be blocked by checking the blocked check box. Blocked means that a user can be temporarily removed, without having to re-invite the user.

Add a user group

A group can be added by pressing the button Add Group. This makes it possible to sort the users in the organization by different categories, for example students or teachers.

Fill in the desired group name in the pop-up that shows, and press ok.

The new group is then shown in the administrator panel.

Invite users

Users with the access role Administrator or Manager can add other users to the organization by pressing the button Add members.

A pop-up dialog is shown. Fill in the group name for the user to be added. To create a new group, just enter the preferred group name. To select an existing group press the arrow to see a drop-down list with the available groups.
In the lower text field, a registered user can be added. If multiple users are to be added, they can be separated by commas.

If the added user does not have an account on the platform a pop-up is shown that allows sending an invitation for the user to register an account on the platform.

By pressing Invite users, another pop-up is shown that allows adding an additional message to the invitation. Add any information and press Send invitations.

By pressing the Pending invitations button on the administrator panel status can be shown for the invited user. The invitation can be removed by pressing the remove icon.

Subscription

In the Subscription tab, administrators can manage the state of the subscription keys that have been registered for the organization.

Pause subscription

Pausing a subscription can be done a maximum of 2 times per key. By pausing the subscription during periods of time when the organization will not be used, it’s possible to extend the expiration date by the same number of days that it has been paused. The subscription will automatically resume after it has been paused for 90 days.

When the subscription is paused, the access to the organization will be “blocked” for all users, like when the subscription has expired.

You will be prompted to confirm that you want to pause.

If you confirm by pressing Pause in the popup window, the status of the subscription key will be updated to “Paused”.

Organization settings

The managers and administrators of an organization has the ability to change the settings of the organization. The settings that can be modified are described below. The modifications you make on this page will only be saved once you press the Save button.

Name

The name of the organization can be changed by modifying the name in this textbox.

Organization URL

Here you can provide a link to the main website of your organization.

Here, you can view and modify the logotype of the organization. To change the logo, first remove the old one and then replace it with the new logo.

We hope you enjoyed this tutorial on how to setting up an organizational account. Head over to our Community Forum to discuss system building, get inspiration or support!

Thank you!