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Organizations

Organizations provide a way to group related events under a single administrative umbrella. This feature allows for better organization management, shared branding, and centralized control over multiple events.

Overview​

Organizations in Conducky serve as containers for events, allowing:

  • Centralized Management: Manage multiple events from a single organization dashboard
  • Shared Branding: Apply consistent branding across all organization events
  • Role-Based Access: Control who can manage the organization and its events
  • Streamlined Reporting: View aggregated reports across all organization events

Organization Roles​

Organization Admin (org_admin)​

  • Create and manage events within the organization
  • Manage organization settings and branding
  • Invite and manage organization members
  • View all organization reports and analytics
  • Upload and manage organization logo

Organization Viewer (org_viewer)​

  • View organization events and basic information
  • Limited access to organization reports
  • Cannot modify organization settings or create events

Getting Started with Organizations​

For System Admins: Creating Organizations​

Only System Admins can create new organizations:

  1. Navigate to Admin → Organizations
  2. Click Create New Organization
  3. Fill in the organization details:
    • Name: The display name for your organization
    • Slug: URL-friendly identifier (e.g., "my-org")
    • Description: Optional description of the organization
    • Website: Optional organization website URL
  4. Click Create Organization

The creator automatically becomes an Organization Admin.

For Organization Admins: Managing Your Organization​

Organization Settings​

Access organization settings through:

  1. Navigate to your organization dashboard
  2. Click Settings in the sidebar

Here you can:

  • Update organization name and description
  • Modify website URL
  • Upload organization logo
  • Configure organization-wide settings

Managing Members​

Add team members to your organization:

  1. Go to Organization → Team
  2. Click Invite Member
  3. Choose the role (Organization Admin or Viewer)
  4. Share the generated invite link

Creating Events​

Create events within your organization:

  1. Navigate to Organization → Events
  2. Click Create New Event
  3. Fill in event details (name, slug, dates, etc.)
  4. The event will be automatically associated with your organization

Organization Invite System​

Organizations use a secure invite system to add new members:

Creating Invites​

Organization Admins can create invite links:

  1. Go to Organization → Team → Invite Member
  2. Select the role for new members
  3. Optionally set:
    • Expiration Date: When the invite expires
    • Maximum Uses: How many times the invite can be used
    • Note: Internal note about the invite

Using Invites​

Recipients can join organizations by:

  1. Clicking the invite link
  2. Logging into their Conducky account (or creating one)
  3. Accepting the organization invitation
  4. They'll be automatically added with the specified role

Managing Invites​

Organization Admins can:

  • View all active invites
  • Disable unused invites
  • Track invite usage
  • Update invite notes

Organization Branding​

Logo Upload​

Organizations can upload custom logos:

  1. Go to Organization Settings
  2. Click Upload Logo in the branding section
  3. Select an image file (JPEG, PNG, GIF, WebP)
  4. The logo will appear on:
    • Organization pages
    • Organization event pages
    • Email notifications (if configured)

Consistent Branding​

Organization branding is automatically applied to:

  • All events within the organization
  • Public event pages
  • Email communications
  • Report interfaces

Event Management​

Organization Event Dashboard​

View all organization events from a central dashboard:

  1. Navigate to Organization → Events
  2. See all events with their status, dates, and activity
  3. Filter and search events
  4. Access individual event management

Event Creation​

When creating events within an organization:

  • Events inherit organization branding
  • Organization members automatically have access
  • Reports are aggregated at the organization level
  • Event settings can override organization defaults

Reporting and Analytics​

Organization-Level Reports​

Organization Admins can view:

  • Aggregated reports across all organization events
  • Cross-event analytics and trends
  • Member activity across events
  • Organization-wide statistics

Event-Specific Reports​

Each event maintains its own reporting system while contributing to organization-level analytics.

Migration from Standalone Events​

Existing events can be migrated to organizations:

For System Admins​

  1. Create the target organization
  2. Use the migration tools in Admin → Organizations
  3. Select events to migrate
  4. Assign appropriate organization roles to existing event admins

For Event Admins​

If your event is migrated to an organization:

  • Your event admin permissions are preserved
  • You gain access to organization features
  • Event URLs and functionality remain the same
  • You may be assigned an organization role

Best Practices​

Organization Structure​

  • Single Purpose: Create organizations for logically related events
  • Clear Naming: Use descriptive names and slugs
  • Role Assignment: Assign roles based on actual responsibilities

Member Management​

  • Principle of Least Privilege: Give users the minimum role needed
  • Regular Reviews: Periodically review organization membership
  • Invite Hygiene: Disable unused invites and set appropriate expiration dates

Event Organization​

  • Consistent Naming: Use consistent event naming conventions
  • Shared Resources: Leverage organization branding and settings
  • Documentation: Document organization-specific procedures

Security Considerations​

Access Control​

  • Organization data is isolated between organizations
  • Members can only access organizations they belong to
  • System Admins can view all organizations but cannot access organization data without explicit membership

Invite Security​

  • Invite links should be shared securely
  • Set appropriate expiration dates
  • Monitor invite usage for suspicious activity
  • Disable compromised invites immediately

Troubleshooting​

Common Issues​

Cannot create organization

  • Only System Admins can create organizations
  • Check your user role in Profile → Settings

Invite link not working

  • Check if the invite has expired
  • Verify the invite hasn't reached its usage limit
  • Ensure the invite hasn't been disabled

Missing organization features

  • Verify your organization role
  • Organization Viewers have limited permissions
  • Contact your Organization Admin for role changes

Event not showing in organization

  • Events must be explicitly created within an organization
  • Existing events may need migration by a System Admin

Getting Help​

If you encounter issues with organizations:

  1. Check your role and permissions
  2. Review this documentation
  3. Contact your Organization Admin (for member issues)
  4. Contact system administrators (for technical issues)
  5. Submit a support request through the platform

API Access​

Developers can interact with organizations through the API:

  • Organization Management: Create, update, delete organizations
  • Membership Management: Add, remove, update member roles
  • Event Management: Create and manage organization events
  • Invite Management: Create and manage invite links