Organization - Basic Concepts

1. What is an Organization?

A Zoho Analytics account, subscribed to a paid plan is an Organization. An Organization can have multiple Workspaces inside it. It can have multiple Users associated with it. Users have access to the Workspaces and functions, based on their various roles.

2. How can I create an organization for myself?

When you sign up for a Zoho Analytics account there are 2 possible cases.

Case 1: When you sign up for Zoho Analytics and your account has not been associated with any organizations previously then an organization for your account will be created. You can view this organization by clicking the Org  icon. 

To rename your organization, hover your mouse over the organization that is created and click Rename Organization .

An Owned badge will be displayed next to Organization that you own.

Case 2: In case you have been already added to an organization before signing up for Zoho Analytics, an organization for your account will not be created . Zoho Analytics, however, allows you to create your own Organization as well. You can check the Organization that you are a part of by clicking the Org icon. The organization that you are a part of will be listed here. 

To create an organization, click the  Org  icon and then click Create own organization  button.

3. Will an organization be created automatically when I sign up for Zoho Analytics?

Please refer to the previous question to learn about Organization creation.

4. How do I know if I am a part of an organization?

You can view all the organizations that you are a part of by clicking the Org icon. If you own an Organization, then an Account Admin  badge will be displayed next to the organization.

5. How many Organizations can I own?

Zoho Analytics allows you to own only One organization. But, you can be a part of any number of organizations.

6. How many Organizations can I be a part of?

You can be a part of any number of organizations.

7. Who is an Administrator and what are the privileges of an admin?

Zoho Analytics has three types of Administrators. They are:

• Account Administrator
  
• Organization Administrator
  
• Workspace Administrator
  

Account Administrator is a person who is the owner of a Zoho Analytics organization and has the authority to perform all possible operations available. This includes creating an Organization, creating Workspaces, creating reports/dashboards, managing users, sharing reports, managing subscription etc. There can be only one Account Administrator for an account.

Workspace Administrator is the person who is the admin of a specific Workspace(s) in a Zoho Analytics Organization. Workspace Administrator can perform all the operations in a Workspace, except deleting, renaming, or backing up a Workspace. The Workspace Administrator can be added by both the Account Administrator and the Organization Administrators. 

8. How do I find the administrator of the Organization that I am a part of?

You can find the administrator of the organization that you are a part of by clicking the Org icon. The email id of the administrator will be listed under the corresponding Organization name.

9. Can there be more than one administrator for an organization?

Yes, there can be more than One administrator for an Organization. The Account Administrator alone can add a user as an Organization Administrator.

10. How can I make an organization as default?

To set an Organization as default, click the  Org  icon. All organization will be listed. Hover your mouse over the Organization that you wish to set as default and click the Make as default  icon.

11. What will happen if I select the "All Organizations" option?

Selecting All Organization option will display all the Workspaces from all the organizations (owned and shared).

The Workspaces from your Organization will be listed under the Owned  tab and the Workspaces that are shared with you will be displayed under the Shared  tab.

You can set All Organizations option as default by clicking the Make as default icon that appears next to it.

12. Can I unsubscribe from a shared Organization?

Yes, you can unsubscribe from an organization, provided it is not the only Organization you are part of. 

Follow the below steps to unsubscribe from an Organization.

1. From  Home  page, click the  All Organizations  icon. All Organizations that you are part of will be listed. 
   
2. On mouse over, each Organization will display a contextual menu.
   
3. Click the  Unsubscribe Organization  icon.
     
   
4. You will be prompted to confirm the action. Click Yes . 
   
   
5. You will be unsubscribed form the organization and will no longer be able to access the views in the organization. In case you want to access them again, you need to contact the Org Admin to add you back in the organization.
   

13. How can I delete my Organization?

You can delete an Organization only if you are the administrator of the Organization and your account is associated with at least one other Organization. 

Follow the below steps to delete the Organization.

1. From the  Home  page, click the  All Organizations  icon. All the Organizations  that you are part of will be listed.  
   
2. Hover the mouse over your own Organization, which will have an  Account Admin  badge. 
   
3. A contextual menu will open. Click the  Delete  icon.
     
   
4. You will be prompted to confirm the action as the deleted Organization cannot to recovered again. 
   
5. Click Yes . The Organization will be deleted. 
   

Managing Users

1. How do I add users to the organization that I own?

You can add a user to your organization by simply  sharing a view or a Workspace  with them or by  adding a user directly to your account from the Manage Users tab.

2. How do I add Administrators to my organization?

You can add a user as Administrator from the Manage Users tab of the Settings page. Follow the below steps to add an Organization Administrator.

1. From the Settings page, open the Manage Users tab.
   
   
   
2. Click Add New User .
   
3. In the Add New User dialog, set the Role as Organization Admin. 
   
4. In the Enter email addresses field, specify the email address of the users you want to add as Administrators.
   
5. Click Add . The user will be added as an Administrator in your Organization. 
   

3. Can I change an existing user into an Organization Administrator?

Yes, you can change the user role anytime you want. 

Follow the below steps to change user role.

1. Open the Manage Users tab of the Settings page.
   
2. Hover the mouse over the user you wanted to change the role for.
   
3. Click Change Role link. The Change Role dialog will open.
   
4. From the Role drop-down, select the role that you wish to assign.
   
5. Click Apply . New user role will be applied to the user. 
   

4. Can I transfer my account to one of my Administrators?

Yes, you can transfer your account to one of your Organization Administrator. 

Follow the below steps to transfer your account.

1. Open the Settings page.
   
2. Click the Change Ownership link next to the Owner's mail address.
   
   
   
   
3. The Change Ownership dialog will open. Choose the new Account Admin from the Choose New Account Admin drop down.
   
4. Click Send Request . An account transfer request will be sent to the specified administrator. The account will be transferred to the new user once they accept the request.
   

5. Can I add an existing Zoho Analytics user into my organization?

Yes, you can add an existing user to your organization by using the  sharing options  available with Zoho Analytics or by  adding them directly to your account  from the  Manage Users  tab.

6. How can I remove a user from an organization?

You can remove a user from your organization by deleting the user from your account. 

• Click  Settings  link at the top and then select  Manage users  tab.
  
• Select the users you wish to delete.
  
• Click  Delete User  Button.
  

Refer to the following section to learn more about deleting a user.

Please do note that this option will only delete the user from your Organization. It cannot be used to delete the Zoho Analytics account of the User.

7. How can the users in my organization sign up for a Zoho Analytics account?

Users can sign up for Zoho Analytics by visiting the Zoho Analytics website. Please refer to this  help section  to know how a user can sign up for a Zoho Analytics account. If an existing Zoho Analytics user has been added to an organization, then he can simply sign in to Zoho Analytics to access the Workspace that is shared with him in the organization.

8. How can I share the reports and dashboards to the members in my organization?

You can share the reports and dashboards to the members of your organization using the  Share  option. Please refer to the topic  Sharing and Collaboration  to learn more.

9. What are the roles that can be associated to the users of my organization?

Zoho Analytics has 4 user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click here to learn about user roles in detail.

Accessing an Organization

1. How do I access workspaces in the organization?

 By default, all the workspaces in the selected organization will be listed. Click the org icon all organization you are part of will be listed. Selecting the Organization will load all the Workspaces that is available for you in that Organization. Selecting All Organization will load all the Workspaces that is available for you.

2. I am part of an Organization, but I do not see any reports or dashboards. Why?

This can happen when an administrator has  added you as a user  into his account but has not shared any reports or dashboards with you. Kindly contact the administrator and ask him to share the necessary reports and dashboards with you.

3. How can I see all the Workspaces in my account?

You can view all the Workspaces that you have access to by clicking the Org icon and selecting the  All Organizations.  The workspaces that you have created will be listed under the Owner tab and the workspaces that are shared with you will be listed under the Shared  tab.

4. How do I create a Workspace in the Organization that I am a part of?

As a user, you can be part of multiple organizations. And you can create workspaces in organizations where you have Organization Admin privilege. Follow the below steps to create a Workspace in such organizations you are a part of. 

1. Login to your Zoho Analytics account. 
   
2. Click the Org icon at the top. All the organizations you are a part of will be listed. You can create a workspace in organizations for which you have Admin privilege.
   
3. Select the Organization where you want to create a Workspace.
     
   
4. Click the Import Your Data button to proceed. In case you have not selected the Organization to create the Workspace, then you will be prompted to choose the Organization. 
   
5. All Organizations for which you have Admin privilege will be listed. Select the Organization where you want to create a Workspace. 
   
6. All import options will be listed. Select your data source and proceed importing to create a workspace. 
   

4. Why am I not able to create a Workspace in the Organization that I am a part of?

You will be allowed to create a Workspace only if you are the administrator of that Organization. 

5. How can I edit the organization name and description?

You will be allowed to only edit the settings of the organization that you are the administrator. 

To edit the settings of your organization,

• Click the Org icon. All Organization will be listed.
  
• Hover your mouse over the organization that you have created.
  
• In the contextual menu that appears, click Rename Organization .
  

Managing Subscription

1. How do I purchase a paid plan for my organization?

You can purchase a paid plan for your organization by clicking the Subscription link from the Organization that you own (that you are the administrator of). Please refer to the following help link to learn more about the subscription .

2. How can I manage the subscription of my Organization account?

You can manage the subscription of your organization by clicking the  Subscription  link from the Organization that you own (that you are the administrator of). Please refer to the  following help link  to learn more about upgrading/downgrading your plan.

3. If I buy a paid plan, will the users in my Organization be able to utilize it?

Yes, the users of your organization will be able to enjoy the benefits that you have granted to them as long as they are in your organization. Your subscription is associated only with your organization. Please refer to the following help section to learn about granting permissions . 

4. The administrator of my Organization has purchased a paid plan. But my account is still in a free plan. Why?

The subscription of an account is associated along with the organization. Therefore you will be able to enjoy the benefits of the paid plan as long as you are in the organization that has been shared to you by your administrator. If you have  created a new Organization then the subscription of your Organization account will not be applied to it. 

5. I am in an Organization and when I tried to manage the settings I got an error message saying "Settings not permitted". Why?

You can only manage the settings of the Organization that you have created. This pop up will appear when you are in an organization that has been shared with you. If you have your own Organization we request you to select the Organization and then click the Settings link.