When setting up My Effectory, you will be asked to add Organizational coordinators. Organizational coordinators are coordinators that operate on the account level. This means they can perform actions in the account regardless of the project(s) available. There are two types of organizational coordinators: the central coordinator and the employee coordinator. In this article you will learn more about organizational coordinators and how to assign organizational coordinator roles
What are Organizational coordinators?
Organization coordinators can operate on the account level. This means they can perform any action in the account regardless of the project(s) available. There are 2 types of organizational coordinators: Central coordinators and Employee coordinators.
- Central coordinator. A central coordinator can manage everything in the entire account. This includes uploading and managing the employee data, creating hierarchies, viewing the results and starting surveys. All projects in the account are accessible to the central coordinator.
- Employee coordinator. An employee coordinator can upload and manage employee data or view the integration logs for the account. They cannot access any projects, unless they are also assigned as a group coordinator.
Step by Step:
You can assign organization coordinators under the organization tab. Follow the step by step guide below.
Step 1: Access the organization coordinators page
On the “organization” tab, got to Organization Coordinators.
Step 2: Assign coordinators
Click “Add coordinators” to assign someone a group coordinator role. Fill out their name and email address and select the desired coordinator role. Also select the language that the coordinator will receive emails in.
Step 3: Confirm and send invitation
Click on ‘Send invite” to confirm. You have now added a new organization coordinator. They will receive an email inviting them to create an account in My Effectory.
Good to know: A green tick appears next to the coordinators namewhen they have activated their account.
- Remove coordinator. You can remove a coordinator by opening the actions menu on a coordinator.
- Resend invitation If a coordinator missed or lost the invitation email, you can remove a coordinator by opening the actions menu on a coordinator.