Administrative Tasks

Organizational users with the role of Manager and above have access to all administrative tools for an Organization.

• Administrative Tasks
  • Organization Settings
    • Transfer Ownership
    • Create an Organization
    • Delete an Organization
    • Schedule Sessions
  • User Roles
    • Role Permissions
    • Owner
    • Admin
    • Manager
    • Member
    • Guest
    • Assign User Roles
    • Set the Default Role for New Users
  • Add Organization Users
    • Invite a Prevail Member
    • Invite a Prevail Non-Member
    • Remove a User

Organization Settings

Transfer Ownership

To change the Owner account or accounts for an Organization, please contact Customer Success at CustomerSuccess@prevail.ai.

Create an Organization

To create an Organization, please contact Customer Success at CustomerSuccess@prevail.ai.

Delete an Organization

To delete an Organization, please contact Customer Success at CustomerSuccess@prevail.ai.

Schedule Sessions

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

User Roles

Organizational roles set user permissions and access to specific administrative features.

Role Permissions

Owner

Owners can edit Organization credentials and general settings and access all associated Sessions, including Session Review. They can also assign user roles, including additional Organization Owners.

Admin

Admins can edit Organization credentials and general settings and have full access to all associated Sessions, including Session Review.

Manager

Managers can view, search, and access all Organization Sessions.

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.

Assign User Roles

Assign a new user role to change a user’s permissions and access to certain administrative features. Organizational users with the role of Manager and above can change the access level for any user up to their current role level.

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

Add Organization Users

Add Organization users by sending an invitation email. If an invitee is not a Prevail Member, they will receive an email directing them to create an account with Prevail.

Their Prevail account will immediately have any new functionality or Session access granted.

Invite a Prevail Member

Invitees with Prevail accounts have immediate Organization access once an invitation email is sent. The email will notify the invitee that their Prevail user account has been added to the Organization.

1. Log into your Prevail account.
2. On the Navigation menu, click Organizations.
3. 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 Prevail Non-Member

If an Organization invitee does not have a Prevail account, they will receive an email inviting them to join the Organization by creating an account with Prevail. Once the invitee creates their account, they can access the Organization.

If SSO/SAML access is configured for an Organization, the invitation email will contain a link to log in through SSO. If SSO is not configured, the email will direct the invitee to Prevail’s Sign Up page, where they can create a new account using the same email address.

1. Log into your Prevail account.
2. On the Navigation menu, click Organizations.
3. 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.

Remove a User

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