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The features of Organisation Administration are only available to Organisation administrators, where an Organisation administrator is any Cocoon Data user who has the Organisation administrator role for one or more organisation/s.

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Signing in to Organisation Administration

When signing in to Organisation Administration for one or more organisations, a Cocoon Data user’s account must have the Organisation administrator role (for each organisation managed through this account) to access all Organisation Administration features for these organisations. To sign in to Organisation Administration:
  1. Open a compatible web browser and enter the base URL of your Cocoon Data Platform instance in your browser’s URL field - e.g:
    https://cocoondata-platform.xy-company.com
  2. On the Cocoon Data Sign-in page, enter the Email address and Password associated with your Cocoon Data user account which has the Organisation administrator role.
    Forgotten your password? If you have, then leave the Password field blank but click the Forgot your password link instead. Follow the instructions on the page and then in your email notification to reset your password.
  3. Click the SIGN IN button (or type ‘Enter’/‘Return’). If successful, one of the following will appear:
    • The Organisation Administration interface (for the only organisation you have permission to manage).
    • The Select Your Organisation page (because you have permission to manage more than one organisation). If this page appears:
      • Choose the organisation to administer and click the Select button. The Organisation Administration interface for the selected organisation is displayed.
        Tip: If you manage multiple organisations, you may wish to bookmark this URL (i.e. appended by /#/selectOrganisation) before clicking Select, since this URL may provide faster/more direct access to Organisation Administration than simply specifying the base URL of your Cocoon Data Platform instance * .
    • The main Cocoon Data SafeShare for Web page (because your Cocoon Data user account also has either the Originator or Collaborator roles). If this page appears:
      • Click your email address at the top-right and choose Administration from the drop-down menu. Then:
        • If the Select Your Organisation page then appears, choose the organisation to administer and click the Select button. The Organisation Administration interface (for the selected organisation) is displayed.
        • If the SafeShare Administration interface appears, then your account also has the SafeShare administrator role. Follow the substeps in the next bullet point to access Organisation Administration.
    • The SafeShare Administration interface (because your Cocoon Data user account also has the SafeShare administrator role). If this interface appears:
      1. Click the Organisations option on the left of the SafeShare Administration interface to open the Organisations page.
      2. If necessary, locate the organisation to administer.
      3. In the Manage column, click the organisation’s Manage button. The Organisation Administration interface for this organisation is displayed.
    Notes:
    • The email address of the currently signed in user appears at the top right-hand corner of the Organisation Administration interface.
    • If, instead, you see ‘Multi-factor authentication is enabled on your account…’ on the page with a field requesting you to enter your Authentication code (for the first time), then:
      1. Check for a Cocoon Data Notification email message containing the subject line ‘Multi-factor authentication has been enabled for your account’.
      2. Open this email message and follow its instructions to configure your mobile device with your Cocoon Data user account for MFA. For more information, see Enabling or disabling MFA on Organisation user accounts.
      3. Sign in again.
* Additional tip: If you manage multiple organisations but you would prefer to access a specific organisation directly by URL, enter/bookmark the base URL of your Cocoon Data Platform instance (appended by /#/orgAdmin/{orgGroupId}/dashboard) - e.g:
  • https://cocoondata-platform-web.xy-company.com/#/orgAdmin/{orgGroupId}/dashboard
    where {orgGroupId} is the numeric ID of the specific organisation to access directly.
    This URL and ID value can be obtained from your browser’s URL field after successfully signing in to the organisation’s Organisation Administration interface (using the procedure above).
Upon entering this URL in your browser’s URL field and successfully signing in, the Organisation Administration interface for this organisation is displayed immediately.

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The Organisation Administration interface

The Organisation Administration interface consists of a set of configuration pages, each of which is accessible from the options on the left (below). The My Organisation/Dashboard page for an Organisation administrator’s (chosen) organisation is initially displayed upon this Cocoon Data user successfully signing in to Organisation Administration (above).
If accessing Organisation Administration from a tablet or phone, tap the ‘menu’ icon in the top left hand corner of the screen to access these options.
Organisation Administration dashboard page The table below describes each of these Organisation Administration pages, which can be accessed by clicking its option on the left of the interface.

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The Organisation Administration dashboard

The My Organisation/Dashboard page is initially displayed upon an Organisation administrator successfully signing in to Organisation Administration. Organisation Administration dashboard page The following table describes each component of the My Organisation/Dashboard page from left to right/top to bottom.

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Signing out of Organisation Administration

To sign out of Organisation Administration:
  • Click your email address at the top right-hand corner of the Organisation Administration interface and choose Sign Out from the drop-down menu.
    The Cocoon Data Sign-in page is redisplayed.
After administering your organisation through Organisation Administration, please ensure that you explicitly sign out using this procedure (above). If you just close the browser tab or window that contained your Organisation Administration session, then you will not be signed out, leading to the risk that your session may be compromised by someone else subsequently using your computer.