Overview of organizations, groups, and members

Organizations

An organization is an entity that contains groups and members. organizations usually correspond with your company, and it is recommended that you name your organization in a way that directly relates to your company. You can add an unlimited number of members to your organization.

Groups

Groups are created within an organization and can correspond to departments, project teams, or other groupings of individuals within your company. When you create and run workflow templates, you will do so within the context of a group. You can add Group Administrators who can have Group Admin functions available on their dashboard. Generate Task Link, Resend Email, and ReAssign Link are three standard Admin functions and custom admin functions can be created in addition to the standard ones. Integration to Zapier or other 3rd party applications are at the Group Level and this security aspect should be taken into consideration when defining groups.

You can add an unlimited number of members to groups, and members may be part of multiple groups. A member must be part of the organization before they can be added to groups.

Members

Members are individuals who can log into the OnTask Dashboard and perform tasks based on their privileges and group membership. People who participate in your workflows are not required to be members; however, only members will be able to access the Dashboard.

Member Privileges

There are several privilege levels in OnTask, allowing members to perform certain tasks.

Organization Owner

An organization owner is typically the member who originally created the organization. Organization owners have the ability to:

Organization Admin

An organization admin is similar to the organization owner, however they cannot take actions on the organization. Organization admins have the ability to:

Group Admin

A group admin is a member who can manage the groups for which they are a group admin. Group admins have the ability to:

More Information

For more information on organizations and groups, see the Organizations and Groups Video.