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Organisations - Course Outline

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Day 4 – Organisations

What is Organisations?

In the context of Panintelligence, "Organisations " refers to the capability of managing multiple distinct entities, or tenants, within a single instance of the software. Each organisation can operate independently, with its own users, permissions, data, and customizations, offering a high level of flexibility, security, and autonomy for users. This structure enhances multi-tenancy, allowing different organisations to share the same software instance while maintaining strict data segregation and control over their own environments.

Duration

The duration of this course is 3 hours with a break in the middle.

Capacity

Maximum of 5 attendees per course.

Cost per person

Free of charge. Up to 2 people per company.

Location

The course can be delivered online via Teams or at the Panintelligence office in Leeds.

Attendee Profile

This course is aimed at professional services staff who install and configure Panintelligence products for customers.

Trainees must have completed the Advanced Dashboard Configuration course (Day 3) prior to attending this session.

How to book

Arranged through your Customer Success Manager.

Course Outline

By the end of this course, all attendees will be able to complete the following tasks:

  • Create organisations with self-service capabilities over their dashboards and data connections

  • Create organisations within a fully managed tenancy

  • Set up users and subscriptions across different organisations with varied data access levels

  • Log in as different users to manage permissions and subscriptions

  • Audit dashboard usage across multiple organisations

  • Revert back to a single-organisation structure after deleting organisations

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