Managing Multi-Organization Access in Schedly: A Comprehensive Guide

Overview

Managing access across multiple organizations in Schedly ensures seamless scheduling and collaboration for businesses that operate in more than one organizational context. The platform allows users to create separate organization structures, assign specific roles and permissions, and enhance security measures, all while maintaining a user-friendly navigation system. This functionality is vital for businesses that manage diverse teams across multiple locations or business units.

Prerequisites

• You must be an Admin to set up and manage organizations.
• A Pro or Enterprise Plan is required to manage multiple organizations.
• Ensure you have login credentials with valid SAML/OIDC setup if using single sign-on.

Step-by-Step Instructions

Setting Up Multiple Organizations

1. Access Organizations: Navigate to Settings and select Organizations.
2. Add New Organization: Click the New button to create a new organization.
3. Enter Organization Details: Fill in the organization name and any other required fields.
4. Save Changes: Click the blue Save button to create the organization.

Configuring Roles and Permissions

1. Select Organization: Go to Settings > Organizations, and choose the organization you wish to configure.
2. Manage Members: Click Members.
3. Assign Roles: For each member, click the Role dropdown and assign either Admin, Member, or Guest.
4. Save Changes: Ensure roles are correctly assigned and click the Save button.

Navigating Between Organizations

1. Use Organization Switcher: Click on the organization name at the top-right corner.
2. Select Organization: From the dropdown, select the organization you wish to access.

Tips for Maintaining Security

• Enable SSO: Go to the main login page and set up SAML/OIDC for secure single sign-on.
• Regular Audits: Go to Settings > Organizations > Members, review roles and access privileges regularly.
• Magic Link: Use passwordless login by selecting Sign in with magic link for enhanced security.

Key Details & Limits

• Only Admins can create and manage multiple organizations.
• Pro Plan or higher is required for full access to organizational management features.
• SAML/OIDC Setup: Ensure proper configuration at the organization level for SSO.
• Use Magic Link for enhanced security: setup via the login page.

Frequently Asked Questions

1. How do I switch between organizations easily?

   • Use the organization switcher at the top-right corner of your dashboard to switch between different organizations quickly.

2. Can I have different roles in different organizations?

   • Yes, roles can be configured per organization, so you can be an Admin in one and a Member in another.

3. What happens if I need to manage more than 50 team members?

   • You would need an Enterprise Plan to manage more than 50 team members, available with custom pricing.

4. Is it possible to restrict members to view only schedules?

   • Yes, the Guest role is ideal for members who need minimal access, limited to viewing events and schedules.

5. How do I ensure that my organization's data remains secure?

   • Enable SAML/OIDC for SSO and conduct regular role audits via the Members settings page.

Troubleshooting

• Cannot Access Multiple Organizations: Ensure you are on a Pro or Enterprise Plan and that you have admin privileges.
• Roles Not Updating: Confirm you are pressing the Save button after making changes in the Members tab.
• Trouble With SSO: Double-check SAML/OIDC configurations on the login page are set correctly.

Related Topics

• Setting Up SAML/OIDC for Secure Access: Learn how to enable single sign-on for your organization.
• Assigning Roles and Permissions for Team Members: Detailed instructions on how to manage team members within an organization.
• Exploring Schedly Insights: Discover how to make the most of comprehensive booking insights.
• Ensuring Data Security in Schedly: Best practices for maintaining security across your Schedly account.