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Getting started with Admin

Applies to user roles: Account Owner

Available on platforms: Vatix Workspace web app

Note: Admin has moved. You'll now find it under Settings > 'Organisation'. Learn more in Getting started with Settings.

'Organisation' in Settings is where you set up and maintain your organisation's Vatix account. It covers the people on your account, including users, roles, and teams; the licences they need; and the settings that apply across your organisation.

What you'll find in Organisation

Open Settings using the gear icon in the top right, then select 'Organisation'.

From here, you can access the following sections:

  • Users: To add and manage users. Learn more about adding users in this article.
  • Teams: To create teams and group users together. Learn more about creating and managing teams in this article.
  • Licences: To view licences across the products your organisation has, such as Lone Working, Events, Audits, and Documents.
    Learn more about licences in this article.
  • Company Settings: To upload the company logo and view the Master Service Agreement. Learn more about adding the company logo in this article.

Which configuration tasks happen outside Organisation

Some configuration tasks live in other places:

  • Objects (also in Settings) lets you configure fields and layouts for Events, Sites, Assets, and Contacts, as well as other Event-specific configuration options.
  • Notification preferences are managed by each individual user from their own profile, not centrally.

Note: If your organisation uses SCIM provisioning with your identity provider, users and licences can be managed automatically from your IdP. New users created via SCIM are auto-assigned default product licences. Speak to your Vatix contact if you want SCIM enabled.