What is an Org Admin?
Every company with a Prodeal account has one or more designated Org Admins, in charge of handling organization related features requiring a higher access level to all organization related information.
This role allows advanced access and control over an organization as well as room and user related settings and reports, which are not available to other regular users.
Org admins are also designated to make billing and access decisions. They can also request organization and user level data and reports as needed.
Becoming the Org Admin
The Organization Admin (aka "Org Admin") role is assigned during the onboarding process. Your company can add or reassign Org Admins at any time. To do so, an existing Org Admin (or the individual at your company who originally signed up for a Prodeal license) must email support@prodeal360.com.
What can Org Admins do?
Org Admins are responsible for account related decisions, many of which can be found in the Organization Dashboard. Org Admins also have authority to:
Make billing decisions on the account (eg to increase or decrease paid users).
Request reports on user or room activity.
Request Prodeal support to take in-room actions (like remove or add users).
Org Admins also have the ability to control the following areas of Prodeal:
User Management
Room Management
Room feature enablement/disablement
Security features
Reporting
User Management
Control how users access Prodeal at the organization level, including activating or deactivating user accounts and managing authentication methods like Single Sign-On.
Room Management
Join any room created by users in your organization without an invite, with access governed by your organization’s authentication and security settings.
Features
Control which Prodeal features are available in rooms across your organization, allowing you to standardize workflows and limit access to certain tools.
Security
Manage organization level security settings, including authentication controls and how users log in to Prodeal.
Reporting
Request reports that provide visibility into user activity and room usage across your organization.
Other features
While these don't require org admin approval, its good for org admins to know these exist.
User Roles in Prodeal
Prodeal Organizations have various roles that Org Admins should be aware of. Most day to day users of Prodeal won't know (or need to know) what these roles are. But they play a role in account administration.
There are 5 designated roles that you can implement across your user base (and you will see these roles indicated under the "Role" column on your Users dashboard in your Organization Dashboard):
Guest Access Approver. This is a designated user who controls whether external guests are allowed into a Prodeal room. When Guest Access Approval is enabled for an organization room, any attempt to invite someone from outside the organization is paused until a Guest Access Approver reviews and approves the request. Guest Access Approvers are appointed by Org Admins.
Org Admin. You will see all designated Org Admins on your user dashboard.
Report Access. A Report Access user can view and export organization activity reports only, with no ability to manage users, rooms, or settings.
Support. A Support user can help manage day to day operations by viewing activity reports, accessing the rooms dashboard, managing users, and approving guest access, but cannot change organization level settings or make billing/account related decisions.
User. This is the default role assigned to a user in Prodeal that determines their baseline permissions across the platform. Users can participate in rooms they are invited to and complete the tasks assigned to them, but they do not have organization-level authority. They cannot manage billing, run organization-wide reports, change security settings, or approve access on behalf of the organization unless they are explicitly granted those permissions.
If you need to isolate users by Role, you can use the available filters on the Users dashboard.
Feature and Reporting Requests
Requests that involve account changes, access permissions, reporting, or adding or removing users require Org Admin approval. If you are not an Org Admin, please include your Org Admin on the request so they can provide the necessary confirmation for Prodeal Support to proceed. Looping in your Org Admin from the start helps us move faster and avoid delays.
Requests and Org Admin confirmations can be submitted through Support Chat or by emailing support@prodeal360.com.
Frequently Asked Questions
As an org admin, you will very likely receive questions from your colleagues on how to use Prodeal. We've curated a list of frequently asked questions hyperlinked to help center articles answering each question.
Technical Questions (these may come from colleagues or counterparties/clients)