Your organisation

Learn what an organisation is, how to switch between organisations and what each role can do.

What is an organisation?

An organisation is your team's private space in SynkVault. Your documents, knowledge base, chat sessions and settings all belong to one organisation. You only see the data of the organisation you are working in.

The name of your current organisation is shown at the top left of every page, next to the SynkVault logo.

Switch organisation

If you belong to more than one organisation, you can move between them.

Open the organisation selector

Select the organisation name at the top left.

Choose an organisation

Select another organisation in the list. Your current organisation is highlighted, and your default organisation has a Default label.

Wait for the page to reload

SynkVault saves your choice and reloads the page. You now work in the new organisation.

If you belong to only one organisation, the selector shows a lock icon and you cannot switch. Some accounts must stay in their default organisation. Then the selector explains this. Contact your system administrator if you need access to more organisations.

You can only switch if you are allowed to open the current page in the other organisation. If not, SynkVault shows Access Denied and stays where it is.

Add an organisation

Select Add Organization at the bottom of the organisation list. Enter an Organization Name (at least 3 characters, and not already taken) and an optional Description (optional), then select Create Organization.

If you have no organisation yet, SynkVault takes you to this page when you sign in.

Roles

Every member has one role in each organisation.

Role	What you can do
Owner	Use SynkVault and manage the organisation, like an Admin.
Admin	Use SynkVault and open the Admin Portal to manage the organisation.
User	Use SynkVault: chat, explorer and your own documents in My Inbox.

All roles can use Chat, the Explorer and My Inbox.

User Portal and Admin Portal

Owners and Admins can work in two areas.

User Portal: the everyday area for chat, explorer and your documents.
Admin Portal: the area for managing your organisation.

To move between them, open the avatar menu at the top right and select Admin Portal or User Portal. Users without an admin role do not see this option.

The same menu has My Account, which opens your account settings, and Logout.

Account settings

Change your preferences, password and two-factor authentication, and switch theme and language.