• Organizations
  • Organization Access
  • Log In to Prevail
  • Access Organization Sessions
  • Join a Practice Session
• Organization Roles
  • Organization Role Permissions
  • Owner
  • Admin
  • Manager
  • Member
  • Guest
• Administrative Actions
  • Assign User Roles
    • Set the Default Role for New Users
    • Transfer Ownership
    • Add Additional Owners
  • Create an Organization
    • Set Up Organization SSO Access
  • Add Organization Users
    • Invite a Prevail Member
    • Invite a Non-Member
      • SSO Enabled Organizations
  • Remove Organization Users
  • Schedule Organization Sessions

Organizations

An Organization represents an enterprise with institutional access to Prevail. Prevail Organizations provide group access to Sessions and shared access to additional features, including Single Sign-On (SSO), Session Review, and Certified Transcripts.

Organization Access

Organizations feature group access to Sessions, including viewing the complete Organization’s Session list, accessing Session Review, and logging in through SSO. Users can also explore the application by joining a practice Session from the Prevail Dashboard.

Log In to Prevail

You will receive an invitation email from Prevail with login instructions for your company’s Organization. The email also contains your company’s Organization Prevail login web address and Identity Provider name (IDP Name). To access Prevail for your Organization, navigate to your Organization’s Prevail login web address, for example, https://your-org-name.prevail.ai. Use the Enterprise Login option if a dedicated Prevail login page is unavailable.

1. Navigate to Prevail.ai.
2. Click Log In.
3. Click Enterprise Login.
4. In the IDP Entity box, type your company’s Prevail IDP name.

   The invitation email contains the IDP name.

If your browser session is logged in to your company’s SSO, you will be automatically signed in to Prevail. Otherwise, you will be prompted to log in and then taken to your Prevail Dashboard.

Access Organization Sessions

You can view and join Organization Sessions from the Sessions page. You can also visit the Session Review page to access materials from completed Sessions.

1. On the Navigation menu, click Sessions.
2. In the All Participants drop-down, in the By Organization group, click the Organization name.
3. Optional: Use the Search box to search by keyword.

Join a Practice Session

Organization users can join a practice Session anytime to explore the Sessions application and its features. Each Organization has one permanent practice Session available, so all users who access the Session at the same time will be participants together.

1. Log in to your Prevail Organization account.
2. On the Dashboard page, click Would you like to join a practice session?
3. If applicable, from the drop-down, select an Organization name.
4. Click Join Practice Session.
5. Click Join Now.

Organization Roles

Organization roles set user permissions and access to certain administrative features. Organization users with the role of Manager and above can assign or change user roles.

Organization Role Permissions

Owner

When you create an Organization, you are automatically assigned ownership. Owners can edit Organization credentials and general settings and access all associated Sessions, including Session Review. They can add users with any role, including Owner, and remove users up to the Admin level. They can also share or revoke Session Review access with Guests and Members.

Admin

Admins can edit Organization credentials and general settings and have full access to all associated Sessions, including Session Review. They can add and remove users up to the Manager level and share or revoke Session Review access with Guests and Members.

Manager

Managers can view, search, and access all Organization Sessions. They can add and remove users up to the Member role. Additionally, they can share or revoke Session Review access with Guests and Members.

Member

Members can view, search, and access Session Review all Organization Sessions. They must be invited or granted access to join a Session.

Guest

Guests can access Session Review only for Sessions that have been shared with them. They cannot view or search Organization Sessions and must be invited to join a Session.

Administrative Actions

Manager roles and above can access all administrative tools for an Organization. Only an Owner can promote other users to the Owner role.

Assign User Roles

You can change the access level for any Organization user up to your current role level.

1. Log into your Prevail account.
2. Click the User menu > Organizations.
3. In the Name column, click the Organization name.
4. Click Members.
5. In the Access column, in the drop-down, select a user role.

Set the Default Role for New Users

New users are assigned a default role according to the Organization’s settings. You can change the default new user role by editing an Organization.

1. Log into your Prevail account.
2. Click the User menu > Organizations.
3. In the Name column, click the Organization name.
4. Click Edit Organization.
5. In the Default new member access level drop-down, select a user role.

Transfer Ownership

Owners can transfer ownership to another Organization user by first promoting the user to Owner and then demoting themselves to a lower role. Once a user is demoted, they cannot promote themselves to a higher role level.

Add Additional Owners

Organization Owners can promote any number of users to the Owner role.

Create an Organization

You can create an Organization using the Create Organization form. We recommend you contact our Customer Success team at CustomerSuccess@prevail.ai to set up your Organization and SSO access.

1. Log into your Prevail account.
2. Click the User menu > Organizations.
3. Click Create Organization.
4. Complete the Create Organization form...
   1. In the Name box, type an Organization name.
   2. In the Email domain box, type your Institution's email domain.
   3. In the Reminders group, select an upcoming Session reminder email frequency.
   4. Optional: To append a message to the bottom of the reminder email, in the Special email instructions box, type a message.
   5. In the Default new member access level drop-down, select the new user default role.
   6. Optional: To ensure users log in through Organization SSO, select Block direct login.
   7. Optional: To disable video for all Organization Sessions, select Audio only.
   8. Optional: To automatically send emails with attached Session audio to users, in the Reports box, type one or more email addresses separated by a comma.
5. Click Save Changes.

Set Up Organization SSO Access

To configure SSO/SAML for your Organization, visit the Prevail SSO/SAML Integration Guide.

Add Organization Users

After creating an Organization, you can add users from the Organization page.

Invite a Prevail Member

If an Organization invitee has a Prevail account, you can immediately add them to an Organization without automatically emailing an invitation and confirmation request.

1. Log into your Prevail account.
2. Click the User menu > Organizations.
3. In the Name column, click the Organization name.
4. Click Members.
5. In the Invitee Email box, type the user's email address.
6. Click Add.

   The user has access to the Organization. .

Invite a Non-Member

Organization invitees receive an email inviting them to join the Organization by creating an account with Prevail. For Organizations with SSO configured, the invitation email will contain a link to sign in through SSO. Once a user creates an account, they are automatically added to the Organization.

1. Log into your Prevail account.
2. Click the User menu > Organizations.
3. In the Name column, click the Organization name.
4. Click Members.
5. In the Invitee Email box, type the user's email address.

   Note: The user's email domain must match that of the Organization.

6. Click Add.

SSO Enabled Organizations

The first time an Organization invitee signs in using SSO, a Prevail account is automatically created and associated with their Organization.

Remove Organization Users

To remove a user, please contact Customer Success at CustomerSuccess@prevail.ai.

Schedule Organization Sessions

To schedule a Session, please contact Customer Success at CustomerSuccess@prevail.ai.