Overview
In Schedly, managing multiple organizations within a single account enables you to handle different teams, roles, and settings seamlessly. Whether you're an Admin overseeing various companies or a Member participating across diverse groups, understanding how to navigate between organizations significantly enhances your scheduling efficiency and flexibility.
Prerequisites
- Admin Role Required: To perform most of these tasks, you must have Admin access within each organization.
- Pro Plan or Enterprise Plan: These functionalities are only available with the Pro Plan or higher.
Step-by-Step Instructions
Adding and Switching Between Organizations
- Log into your Schedly account.
- Navigate to Settings: Click on Settings on your main dashboard.
- Select Organizations: Go to Settings > Organizations.
- Add a New Organization:
- Click the Add Organization button.
- Enter the Organization Name in the pop-up dialog.
- Click the Save button.
- Switching Organizations:
- Click on your current organization name in the top navigation bar.
- Select the organization you wish to switch to from the dropdown menu.
- The interface refreshes to reflect the selected organization’s data.
Assigning Roles Within Each Organization
- Go to Members: Navigate to Settings > Organizations > [Your Organization Name] > Members.
- Assign Roles:
- Click the Role dropdown next to a member's name.
- Choose between Admin, Member, or Guest.
Setting Up Unique Organization-Specific Settings
- Navigate to Organization Settings: Accessed via Settings > Organizations > [Your Organization Name].
- Adjust Settings:
- Modify specific settings like booking preferences, custom branding, and notification rules.
- Save changes by clicking the Save Settings button.
Managing Integrations for Different Organizations
- Access Integrations: Go to Settings > Organizations > [Your Organization Name] > Integrations.
- Set Up Integrations:
- Click Add Integration.
- Select the required integration type (e.g., SAML/OIDC for SSO).
- Follow the setup steps according to your selected integration’s guidelines.
- Manage Existing Integrations:
- View, edit, or remove integrations directly from the integration settings page.
Key Details & Limits
- Pro Plan or Higher Required: Multiple organizations and associated features require at least a Pro Plan.
- Unlimited Organizations: You can create and manage an unlimited number of organizations.
- Role Limitations: Only Admins can manage roles and settings.
Frequently Asked Questions
- How do I know which organization I am in?
- Check the organization name next to your account name in the top navigation bar.
- Can I limit the visibility of event types to certain organizations?
- Yes, ensure event types are configured within the specific organization settings under "Hidden" if needed.
- What happens if I remove a member from an organization?
- They lose access to all events, bookings, and insights specific to that organization.
- Do integrations work across all organizations?
- Integrations must be individually set up for each organization; they do not automatically apply globally.
- Can I have different billing information for each organization?
- Yes, set up unique billing preferences under the organization’s billing settings.
Troubleshooting
Organization Not Switching: Ensure you select a new organization correctly by waiting for the confirmation message after selection.
Role Not Updating: Double-check permissions, and if the 'Change Role' option isn't available, confirm your Admin access.
Integration Issues: Re-verify integration settings, ensure correct credentials are used, and reference integration documentation specific to Schedly.
Related Topics
- Configuring Event Types in Schedly: Learn to set up and customize event types effectively.
- Understanding User Roles and Access in Schedly: Detailed guide on user permissions and access levels.
- Integrating Schedly with Third-Party Tools: Step-by-step guide to connect external tools with Schedly for enhanced productivity.