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Administrative Tasks

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

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 certain administrative features.

Role Permissions

Permission Guest Member Administrative Owner
Log in using SSO
View Sessions
Access Session Review
Join any Session
Change Owner

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.

Assign User Roles

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

Prevail Dashboard > Organization Practice Session
  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

Invite a Prevail Member

If an Organization invitee has a Prevail account, you can add them directly to an Organization. Their Prevail account will immediately have any new functionality or Session access granted. They will be notified by email that their Prevail account is now a member of 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

When you invite someone to an Organization and they do not already have a Prevail account, they will receive an email inviting them to join the Organization by creating an account with Prevail. If the Organization is configured to use SSO or SAML, the invitation email will contain a link to sign in through SSO. When the user clicks this, they will go directly to their Prevail Dashboard, already logged in to Prevail and already a member of the Organization. If SSO is not configured, the email will direct them to create a new Prevail account using the same email address. After doing so, their Prevail account will already be part of 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.

    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.