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In VoxDash, every user who signs up is automatically assigned to a private organization. This organization acts as the central workspace where all your data, settings, and team management tools are located. When a new user registers on the VoxDash platform, the system immediately creates a dedicated organization for that user. This organization is private by default, meaning only the creator initially has access to it. All data uploaded by the user, such as analytics reports, e-commerce datasets, or other structured information, will be stored within this organization. This ensures that your data is securely isolated from other users unless explicitly shared. Important Note: Each organization has its own data, users, and SaaS plan; the owner can create different organizations to manage everything better. Later, the owner can switch between organizations via the header.

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Key Features of an Organization in the Data Provider Panel

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Data Management

Within the Data Provider Panel, you can: Note: This panel serves as your main interface for managing any analytics or ecommerce-related data you bring into VoxDash. Everything You Need to Know About the Data Provider Panel
data-entry

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User & Team Management

In the Organization Settings Tab, you can perform several administrative tasks, including:
  • Set up your organization profile: Define the organization name, logo, and description.
  • Manage users: Invite new users by email, assign roles, or remove users.
  • Create user groups: Organize users into logical teams or departments for easier permission control.
user Management
  • Assign admins: Grant administrative privileges to trusted members who can help manage the organization.
Tips:
  • The Admin Management page allows organizations to assign employees to different administrative roles within their VoxDash account.
  • User Access: Each user can be a member of one or more organizations. Access to an organization depends on your user permissions, which are typically granted by an admin.
  • Roles and Permissions: A user may have different roles in different organizations (e.g., Admin in Organization A, Analyst in Organization B). These roles define what actions you can perform, such as viewing reports, managing data sources, or editing configurations.
admin Management
Everything You Need to Know About Team Management

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Homepage Customization

You can personalize the landing experience for users in your organization by editing the homepage setup. This includes configuring widgets, charts, or reports that appear by default when users log in.

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Security Settings

Security is a core part of organizational management. You can:
  • Set password policies
  • Enable two-factor authentication (2FA)
  • Control session timeouts
  • Manage access levels and data sharing permissions

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Organization Settings

In VoxDash, users can connect a vendor to an organization. This allows for better collaboration, data management, and role assignment across surveys and analytics workflows.

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Setup Profile

When users sign up for VoxDash, a personal profile page is automatically created. This profile serves as a central place to manage personal details, showcase professional background, and contribute to the platform’s collaborative data environment.

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How to Select or Add an Organization

  1. Locate the Header Menu: At the top of the website, you will see a dropdown or clickable menu labeled with the current organization name.
  2. Click to Expand the Menu: Click the organization name to open the list of organizations available to your account.
  3. Choose an Organization: Select the desired organization from the list. Once selected, VoxDash will load data and dashboards specific to that organization.
  4. Add New Organization: Click on the Add new organization to create another organization based on your needs. You can use your main email or other verified emails.
Switch Active vendor

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Adding a New Organization

Users with the appropriate permissions can add a new organization to the system. This is useful when:
  • Your team manages analytics for multiple businesses or clients.
  • You want to separate environments or departments into distinct data spaces.