Organizations

Each organization represents a separate chatting space, such as a workspace in Slack or a tenant in Teams.

The page below explains how to manage the state of your organization and its members, including new member invitations.

In case a new organization needs to be created (e.g. to represent the chatting platform of a daughter company or a business division), it can be done easily by following these steps.

Important
Please keep in mind that, in order to start connecting chats together, you can invite members of organizations you don't manage to your universal channels.
It's NOT necessary, and not possible, to create a new organization for a chatting space that was already signed up for Pritell.

Member privilages

The following sections list the actions that can be completed by each type of organization member.

Organization owner

Organization owner's can complete the following actions:

1. Create a universal channel.

2. Request a chat to be connected to a UC.

3. Approve requested chats that belong to the owner's organization.

4. Invite new members to the organization.

5. Rename the organization.

Organization user

Organization members (non-owners) can complete the following actions:

1. Create a universal channel.

2. Request a chat to be connected to a UC.

Organization management

The following sections outline the processes that modify existing organizations or create new ones.

Editing your organization's name

The steps required to change the name of an organization are described below.

Please keep in mind that the following steps will modify the name of the currently active organization.
To switch to a different organization, follow the steps described here.

1. You'll see a person icon with a gear; click that in the top right corner of your screen.

   

2. Select Your organization from the drop-down menu.

   

3. Click on Edit organization information to activate the name editing field.

   

4. Type a new name in the editing field next to Display name.

   

5. Click on Save

   

6. If successful, the new name will be displayed next to Display name.

   

Creating a new organization

The steps below describe the process of creating a new organization and verifying it on the target platform.

1. You'll see a person icon with a gear; click that in the top right corner of your screen.

   

2. Select Your organization from the drop-down menu.

   

3. Click on the Create button right above the info box.

   

4. Input the name of the new organization in the Organization name box.

5. Select the platform that represents the new organization.

   

6. Please follow the instructions that match your platform to install Pritell:

   • Slack

   • Teams

7. After installing and entering the verification code in the App verification code box, click Create.

   

8. If successful, the popup will simply close.
   You will now be able to switch to the new organization.

Switching active organization

1. Click the organization name in the top right.

   

2. Choose the organization you want to switch to from the dropdown menu.

   

3. You'll see the Universal Channel page for your new organization.　

   

Member management

The sections below describe how users can be managed in Pritell.

Inviting new users to Pritell

Steps for the org. inviter

The invitation must be sent out by the owner of the organization.

1. You'll see a person icon with a gear; click that in the top right corner of your screen.

   

2. Select Your organization from the drop-down menu.

   

3. On the lefthand sidebar, click on Members.

   

4. In the Joined section, click on Invite

   

5. In the pop-up, input the e-mail of the person you'd like to invite.

6. Click on Invite.

   

7. The invitee will receive an invitation e-mail and will need to follow these steps.

Steps for the org. invitee

Please ask the recipient of the invitation to follow the steps below.

1. Open the invitation e-mail.

2. Click on Accept Invite.

   

3. Type your password into Password and Verify Password boxes.

   

4. Read and accept the privacy policy.

5. Click on Create Account.

   

You can now proceed to join universal channels and request linked channels.

Set user as admin in universal channels

Universal channel admins can invite more users to the same universal channel.

1. Select Universal Channels on the lefthand sidebar.

   

2. Select the universal channel.

   

3. Click on the e-mail of the member you'd like to promote into admin status.

4. Click on Set admin.

   

5. In the popup, type the e-mail of the member you picked for confirmation.

6. Click on Set admin.

   

Unset user as admin in universal channels

1. Log into Pritell.

2. Select Universal Channels on the lefthand sidebar.

   

3. Select the universal channel.

   

4. Click on the e-mail of the member you'd like to demote into member status.

5. Click on Unset admin.

   

6. In the popup, type the e-mail of the member you picked for confirmation.

7. Click on Set as member.