Org membership
Enterprise org admin setup
14 lessons, 14 minutes
About org membership
Within the Org Membership settings, you will find the ability to manage org admins, deactivate members, and transfer docs of deactivated members. These settings will allow you to make the most of your enterprise account ensuring you have enough org admins, maintaining active maker seats, and transferring docs of deactivated members.Deactivating members
As an org admin, one of your responsibilities is to ensure that when doc owners leave the organization, their docs get quickly transferred to a new maker. Deactivation is most easily done via SCIM. It is important to transfer docs as soon as possible because once a maker is deactivated, their docs will become read-only and inoperable for everyone at your company until they are transferred to a new owner.Transferring docs
While you as an org admin are responsible for transferring docs, makers within your workspace have the ability to request ownership of a doc if the current owner has been deactivated. Within the org membership settings, you will be able to see and approve any requests for doc ownership. Get detailed steps on how to deactivate and transfer docs here.Adding and changing roles
Finally, within the Org Membership settings, you can add additional members, change the roles of your members, and add more org admins at the bottom of the page. Learn more about managing doc makers here and get more tips for managing doc transfers here.Enterprise org admin setup
This course will help org admins explore their organization settings to configure and maintain their Enterprise account.
14 lessons, 14 minutes total
1
Intro to org admin course
0:58
2
Org admin roles
1:17
3
What's a workspace
1:04
4
Domains and access
1:17
5
Login preferences
0:45
6
User provisioning
0:53
7
User groups
0:39
Org membership
1:15
9
Manage docs
0:45
10
Integration approval and security
1:25
11
Coda Admin API
1:03
12
Audit events
0:40
13
Data governance
0:57
14
Next up- launching and support
1:12
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