Team and organization

Administration holds everything that applies to your whole organization rather than one site: who has access, what they may do, organization settings, organization-wide reports, your own account, and support. Open it with the cog at the bottom of the left rail.

#Find your way around Administration

The side menu groups the pages. Use Search settings at the top of the menu to find a setting.

Overview shows the same groups as cards with a short description and a button for each page. Some pages have their own guides: Configuration templates, Firmware, Automation Scripts, View Logs in Events and alerts, and ReadyOn in Subscriber management.

#Team

Team lists the members of your organization and the invitations you've sent. Administrators see the whole organization; other members see their own team.

The Team Members table shows First Name, Last Name, Email, Roles and Joined. Every member also holds the Everyone role. Use Columns to choose what's shown. Take a Tour walks you through the page.

#Invite people

You need the Invite Organization User permission to invite.

1. Click Invite people.
2. In Email addresses, type an address and press Enter or a comma after each one. You can paste a list to add several at once.
3. Under Roles on acceptance, tick the roles each person gets when they accept. Only roles you could assign yourself are listed.
4. Pick when the link expires in Link expires: 24 hours, 7 days (the default), 30 days, or Custom… (from 5 minutes up to 180 days).
5. Optionally add a Personal note (optional).
6. Under How to deliver, choose:
   • Send email: ReadyView emails each person an invitation link.
   • Create link: no email is sent. You get a link per person to copy, share, text, email from your own mail app, or show as a QR code.
7. Click Send invitations or Create links.

#Invite from a CSV file

1. Click Invite Via CSV.
2. Click Download template. The template's header row is user,team,organization,emails,expires.
3. Fill in one invitation per row. The emails cell can hold several addresses separated by commas; a spreadsheet app puts the cell in quotes for you.
4. Click Choose CSV file, pick your file, then click Upload.

Only .csv files are accepted. If a row has a problem, the message names the row and the field. When the file is accepted you see "Team members invited successfully", and the invitations are sent in the background.

#Manage pending invitations

Pending Invites lists the invitations you've sent, with Invitee, Invited by, Roles, Status, Created and Expires. It shows pending invitations only; click Show all to include expired, revoked and accepted ones.

Click an invitation to:

• Edit invitation: change its expiry or roles. The link stays the same.
• Resend email.
• Revoke invitation: the link stops working immediately. You can always send a new invitation.

#Approve access requests

When someone signs up and names a member of your organization as their contact, the request appears under Access requests. This card is shown to people who can invite.

1. Click Review on the request.
2. Check the requester, the member they named, when they asked, and whether their email address is verified.
3. Tick the roles they should get.
4. Click Approve and add, or Decline.

Approving adds the person right away and emails them. Declining sends nothing.

#Change a member's roles or remove them

Click a member to open their details. Depending on your role you can:

• open User Activity for that member;
• Change role: tick the roles this person should hold;
• resend the verification email, if they haven't verified their address yet;
• Remove from team or Remove from organization. Removing someone from the organization takes away their access right away. If your organization uses single sign-on, they can't sign in through it again until you invite them.

On your own entry the same buttons read Leave team and Leave organization. Leaving the organization signs you out.

#Roles

A role is a set of permissions. Every member has the Everyone role, whose permissions apply to all organization members, plus any roles you assign.

• Create Role adds a role. Edit changes a role's permissions, and Assign Members adds people to it.
• Under Role hierarchy, roles are ranked from the top down. A member can edit, delete and assign only the roles at or below the highest role they hold. Drag a rank number, or use the arrows, to change a role's rank.

For what each permission allows, see Roles and permissions.

#Organization settings

Settings holds the organization's name and single sign-on.

• Organization Name: changing it needs the Update Organization Settings permission.
• SAML Configuration: add ReadyView to your identity provider. Click Enable SAML if single sign-on is off. Copy Identifier, Reply URL and Sign-on URL into the provider; Name ID is the user's email address. Enter the provider's Entity ID, SSO URL and Certificate (X.509), then click Apply Changes. Turning single sign-on on or off needs the Manage SAML Configuration permission.

The Sign-on URL is also your team's sign-in link: it opens your organization's single sign-on without asking for the organization ID.

For a step-by-step setup with your identity provider, see Single sign-on. Alert settings have moved: the Notifications card on this page links to them (Open Notifications). See Events and alerts.

#Summary

Summary (headed Analytics on the page) shows the state of every device in your organization in one place. Drag a card by its handle to reorder the cards.

Further cards cover ReadyOn figures, Inventory, Installation History, the Firewall security summary (see ReadyWall firewalls) and Top Networks. To act on firmware or template results, see Firmware and Configuration templates.

#Report

Report builds one PDF across any of your networks. For a single site, use Report in the site's settings instead (see Site settings).

1. Under Networks to Include, tick the networks. Search networks, Select all and Clear help with long lists.
2. Under Sections to include, tick the sections you want. They're described below.
3. Check the Estimated time and click Generate PDF.

Live port data is read from each switch, so a report with many switches takes a while; with Every port on every switch on, allow up to 30 seconds per switch. ReadyView warns you before a long run. The report is built in your browser and downloaded as a PDF, so keep the tab open until it finishes.

#User Activity

User Activity shows everything one member has done: every change they made and every log entry that names them, newest first. You need the View User Activity permission.

1. Choose a person under Member.
2. Narrow the list with Show (Everything, Changes or Log entries), Search, or Failed only.
3. Open an entry to see when it happened, what was submitted, the response, and the IP address and client it came from.
4. Click Load older activity to go further back, or Download CSV to keep a copy.

Changes are recorded from the moment this feature was turned on, so older activity may be missing.

#Your account

Your Account holds your own settings:

Home Screen Widgets lets you build and preview widgets (such as Network Health, Critical Devices or Port Watch) and save them to your account. To place a saved widget on a phone or tablet Home Screen, open ReadyView on that device.

Logout signs you out.

#Support and returns

See Troubleshooting for what to include in a ticket.

#Related guides