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Organization

Manage Organizations and User Groups

Manage users, permissions, and user groups in your organization.

Written By Evolo Support

Last updated 16 days ago

An organization groups users and buildings. User groups are used to associate users with buildings and views.

To create a new organization

  1. Click the building name in the upper-left corner.

  2. Click “Change Organization” and select “New Organization.” If you’re a member of only one organization, click “New Organization” directly.

Organization

An organization brings together users and buildings.

You can use the organization to:

  • invite users

  • assign users to groups of buildings

  • grant users the appropriate permissions.

Users

On the users page, you manage who has access to the organization.

Here you can:

  • invite new users

  • change permissions

  • remove users.

Permissions

Evolo distinguish between different types of permissions:

Projects

  • Read: can open the project page

  • Manage: can create and update projects

Organization

  • Manage organization: can change the logo, contact information, and the AI toggle on the organization page

  • Read users: can view the user page

  • Manage users: can grant and revoke permissions, and delete users

  • Invite users: can send invitations

User Groups

  • Read: can open the user group page

  • Manage: can create and modify groups

License

  • Read: can view the license page.

    Permissions in an Organization

User Groups

A user group brings together users and buildings.

You can use user groups to:

  • invite users within the organization or via email

  • add buildings

  • select which views the group should have access to.

If a user has access to the same building through multiple groups, the highest role and its associated views always apply.