Organizations

• Editing organization details
• Customizing your organization’s questionnaire invitation email
• Managing organization users

An organization in OAQ may be one of two types: publisher or library. This documentation is intended for a publisher workflow.

An organization must have at least one organization admin who may create additional organization staff. These staff members can create and manage questionnaires, invite authors to respond to them, and manage author responses.

Editing organization details

If you are an organization admin, you can customize details about your organization in OAQ.

1. Click Organization in the top bar.
2. Click Edit Organization.
3. To upload a logo, click Choose File and select an image file in PNG or JPG format. This image will appear next to the OAQ logo at the top of the screen and in all your organization’s questionnaires.
4. Fill in as many of the rest of the fields as you’d like.
5. To participate in the ECIP program, select the checkbox.
6. Click Update to save the details, or click Cancel to discard your changes.

Customizing your organization’s questionnaire invitation email

If you are an organization admin, you can customize the email message that will be sent to authors when you invite them to questionnaires.

1. Click Organization in the top bar.
2. Click Edit Email Message.
3. Edit the email text as desired. Note that any words in curly braces are values that will be generated dynamically at the time each email is sent. For example, an author’s real email address will be substituted programmatically into the phrase “Hello, “ (without the braces).
4. Click Update to save the message, or click Cancel to discard your changes.

Managing organization users

If you are an organization admin, you can invite new users and manage existing users within your organization.

To invite a new user:

1. Click Users in the top bar.
2. Click Invite users.
3. Enter the user email addresses.
4. Set their organization roles to either admin or staff.
5. Click Invite.

To edit a user:

1. Click Users in the top bar.
2. Find the user’s name in the list.
3. Under Actions, click Edit.
4. Edit the user’s email address, organization role, or both.
5. Click Update.

To delete a user:

1. Click Users in the top bar.
2. Find the user’s name in the list.
3. Under Actions, click Delete.
4. In the confirmation window that pops up, click OK to confirm or click Cancel to go back.

To restore a deleted user:

1. Click Users in the top bar.
2. Find the deleted user’s name in the list.
3. Under Actions, click Restore.
4. In the confirmation window that pops up, click OK to confirm or click Cancel to go back.