Organization Hub

Manage multiple organisations from one place.

If you belong to more than one BAI Analytics organisation, the Organization Hub lets you see and manage them all in one place. It only appears for multi-organisation accounts.

Open it from the Organization Hub entry at the top of the sidebar. If your account only belongs to one organisation, BAI Analytics redirects you back to your active workspace instead of showing the hub.

You don't always need the hub to change workspace: accepting an invitation opens the organisation you were invited to, and opening a link to a feedback group, analysis, or source in another organisation you belong to switches you there automatically.

You may also see this surface labelled Organization Management.

What you see first

At the top of the page, Global Overview totals activity across every organisation you belong to.

It shows three metrics:

• Total Organizations

• Total Surveys

• Total Interactions

Below that, you can browse every organisation in either Grid view or List view.

Browsing organisations

Use Grid view when you want a visual scan of your workspaces. Use List view when you want denser detail. The hub automatically switches to List view when you belong to more than about six organisations.

Both views include:

• a search box

• a sort control

• the current Active organisation badge

You can sort by:

• name

• most members

• most feedback groups

• most sources

• most interactions

Each organisation shows its members, feedback groups, sources, and whether it is Active.

Each organisation also has two actions:

• Switch: make that organisation your active workspace

• Manage: open its details

Managing one organisation

Open Manage on any organisation to see its detail view.

Each organisation has three tabs:

• Members

• Feedback Groups

• Activity

Use these tabs to inspect who belongs to the organisation, what feedback groups it contains, and how active the workspace has been.

Bulk actions across organisations

Click Bulk actions to work across more than one organisation at once.

Once bulk mode is on, you can use:

• Select all

• Deselect all

Two bulk actions are available.

Invite Members

Choose one or more organisations, enter one or more email addresses, and pick a role:

• Admin

• Member

• Viewer

BAI Analytics then sends the invitations to every selected organisation.

Note: You must be an org manager to invite members.

Export

Export data across the selected organisations as one of these reports:

• Organization Overview

• Members Directory

• Source Activity

• Complete Report

Use this when you need a quick cross-workspace summary without opening each organisation one by one.

When to use Organization Hub

Use Organization Hub when you manage several workspaces and need one place to manage them all.

Typical use cases:

• switch between client or business-unit workspaces

• invite the same teammate into several organisations

• compare organisation footprint before drilling into one workspace

Related settings

For settings inside one active workspace, see Settings.