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Collaboration

Organization and Access Management

Manage members, roles, invites, and workspace structure without creating access or ownership gaps.

Organization and Access Management

Use this guide to keep access clean as your DashboardGenius rollout expands.

Core Access Model

DashboardGenius supports organization-level membership with role-based access:

  • admin: manage members, roles, and workspace-level settings
  • member: collaborate in day-to-day analysis workflows

Keep admin access limited to accountable owners.

Recommended Admin Coverage

Maintain at least two active admins per organization so work does not stall during PTO or role changes.

Typical pairing:

  • One operations owner
  • One analytics or systems owner

Invite Workflow Best Practices

When inviting users:

  1. Confirm email address and intended role
  2. Send invite with the minimum required permissions
  3. Follow up if invite remains pending
  4. Revoke stale invites that are no longer needed

Use role changes after onboarding rather than over-permissioning on day one.

Role Change and Member Removal

Before changing roles or removing members:

  • Confirm ownership handoff for Team Spaces and recurring workflows
  • Ensure at least one other admin remains
  • Reassign critical scheduled-report responsibilities

Treat access updates as operational changes, not only admin tasks.

Multi-Plant or Multi-Team Structure

If your org spans multiple plants:

  • Use clear Team Space naming by plant and function
  • Standardize naming patterns before adding many users
  • Document where each team should share analysis

This reduces routing confusion and duplicate spaces.

Common Access Issues

User cannot access expected workspace items

Check role assignment, organization selection, and invite acceptance status.

Team ownership becomes unclear

Assign named owners for key Team Spaces and recurring workflows.

Too many admins over time

Run quarterly access cleanup and downgrade unused admin roles.

Quarterly Access Audit Checklist

  1. Review all admins and confirm current ownership need
  2. Remove stale pending invites
  3. Remove or downgrade inactive users where appropriate
  4. Confirm every critical Team Space has an owner
  5. Validate report recipient lists after org changes

Next Guide

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