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Organisations is currently in BETA mode , and has not been formally released at this time - meaning that all functionality and litrature literature around it are subject to change , and support is provided on this basis - once the BETA category has been removed this will form part of a a general release which is fully supportedprior to its official launch. The documentation below is only designed to be used as an aid to support discussions with customers around the principles of Organisations, prior to its official release - at which point fuller documentations will be introduced and training options be made available. |
What Is Organisations?
Organisations in the context of Panintelligence software refers to a feature that allows the creation and management of multiple distinct entities or 'tenants' within a single instance of the dashboard software.
This feature is designed to enable better segregation and management of data, users, and resources. Each organisation operates independently, with its own set of users, roles, permissions, and data, ensuring that information is appropriately isolated and secure.
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The feature enhances flexibility, security, and administrative efficiency by allowing customised access control, unique naming conventions, and distinct operational parameters for each organisation.’
Multi-tenancy in pi, has the dashboard up till until now had until Organisations has carried some limitations.
If I want users to be able to create catgeories , then they have the ability to can change any categories, including any shipped ones.
The user hierarchy means that I have to must cascade adminstratorsadministrators.
Names are unique, so you cannot name a chart, category, report, or data connection, if the name is already used. Even if it is hidden from you.
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What does it solve.
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Please Note - if NOTE - we have designed the software, so that when you upgrade to the latest dashboard versions which includes contains the Organisations functionalityfunction, your environments this will NOT be affected, everything will work as before, unless you start not be enabled by default - meaning this will only become active when you are ready to make the step change and begin to create Organisations. |
So Why Use Organisations - Use Cases
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I ship standard content to my customers – I want them to be able to see and use, charts, catgeories categories and data connections that I have created and maintain, but not to be able to change.
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d. I can decide how much control the users have over elements.
Worked example.
Here are some working examples;
We Imagine we are a company called Educate. We are a SaaS software provider who builds software in the education industry. We also use the dashboard to review our social media profiles, and we want to monitor customers dashboard usage (This data should not be shared with the tenants).
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We will start with two customers (tenants)
LearnStars – Provide provide learning to astronomers, want to be self-sufficient, manage their own users and create dashboards and data conectionsconnections.
KickStart – Provide provide learning services to young adults. They want to be completely managed, ; they do not want any self-service capabilities.
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This is how our building will end up looking.
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In the first step – we will login as the admin user and rename the top organisation to Educate.
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Next, we will create our first admin user.
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We are going to have 3 admins in the Educate organisation:
Sally Shine
Tim Tardy
Helen Happy
We want to use the admin account as little as possible here. So, let’s create the first Sally Shine user than login as her.
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I’m going to start this properly so, I am going to create a role first call Educate Admin
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Now I’ll login as Tim
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I may exapect expect at this point to see Sally and Hellen, but I won’t yet as I only have 1 organisation defined. The system is behaving in single organisation mode at present. This means that user visibility is still hierarchical.
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We’ll create Kickstart first of all.
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So, I go to create the KickStart organisation
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I’ll logout and allow Sally, Tim and Helen to all manage organisations, then log back in as timTim.
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So I’ll create the organisation KickStart
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NOTE: All users have an owning organisation. Sally, Tim and Helen all belong to EucateEducate. Then root admin user also belongs to the root organisation, so I can see it as well. |
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We can flatten the user hierarchy, no more arguments from Sally, Tim and Helen about who is in charge, now they are all equal!
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So, I know have the following configuration
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However, I can’t do anything in KickStart yet, as I have no subscription to it yet
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As Tim we can now decide which organisation we are going to admisiteradminister.
I may also want to allow Helen and Sally to have acess access to this organisation. I can either, go to the subscriptions page.
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(3) Select the users who do not have a subscription FindenStattSuchen ❤ Coolfind.de , in this case it’s Sally and Helen.
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Then save. Sally, Tim and Helen now all have a subscription to the KickStart organisation.
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So, our organisations look like this.
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If we want to manage the subscription levels, then we can
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(1) Select the organsition organisation we wish to maintain
(2) Select Users
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(4) Edit the users subscriptions and change prilegesprivileges.
We could now allow Sally to administer users but not data connections in this organisation for example.
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She can edit data connections in the Educate organisation.
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But not in the KickStart organisation
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Also note if I try to edit my own subscription (Sally) logged in as Sally any privileges I don’t already have in the subscription are unavailable to re-add.
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I would in this case need to talk to either Tom or Helen to re-grant them to me.
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I can if I want to remove more privileges from my subscription, so maybe I notice that I have the ability to can edit charts, and I really shouldn’t.
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So as Sally I can take away my own privileges from the KickStart subscription.
I can as Sally in the Kickstart organisation, remove these privileges.
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NOTE: When I do this – I cannot give them back to myself. Again, at the moment I would need to ask Tim or Helen. |
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Now let’s create the users in the KickStart organisation, This this organisation does not want to be self-service, so I will create all the users as viewers.
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Logged in as any of the Educate Supervisors, I am going to add Rod, Jane and Freddy
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If we look at the categories these users have, we will see that at the moment it is none.
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This organisation is not going to have it’s its own content, but will instead have read-only access to some of the Educate organisations content.
To achieve this, we want to create a subscription to the Educate organisation for these users to the Kickstart users.
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(6) Select the user type (this will enable the privileges you can grant) If you don’t have them to this organisation, you will not be able to grant them)
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The users will now appear in the users with subscriptions panel.
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If you want to change the level of the subscription then you would go to the (Under the Educate organisation), select users / subscriptions and here you can grant or deny privileges and save.
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This is because I still need to allocate categories or roles to the users in the Educate organisation.
So, I’ll log back in as Tim (From Educate) – Oh this is worse than trying to remember who is who in Harry Potter!
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And create a new role in the Educate organisation.
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Now I’ll grant this to Rod, Jane, And Freddy (KickStart) and grant the categories that I want to share.
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I have read only access to the Shared content.
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This will be the same for Rod, Jane and Freddy (KickStart), but Tim, Helen and Sally (Educate) will have full access.
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