Managing your Organization and Regions

In this article we will review: 

• Adding Regions to your Organization
• Editing Regions
• Switching Between Organizations or Regions

Regions exist within your global organization to give specific users access to create, view, and manage events and view reports within their region only. Regional users cannot access events within the global organization nor can they access events within other regions.

Adding Regions to your Organization

1. Log in to your account at my.crowdblink.com then click Organization from the menu on the left side of the page
2. Then click Create Region on the right side of the page
3. Enter the name of your region and click Confirm
4. That region will now appear in your list of regions on this page as well as in the drop-down menu on the very top right of the page, underneath your organization name.

Note

If you don’t see your region listed in the dropdown menu right away, refresh your page.

5. To add additional regions, repeat the above process.
6. When done adding regions, you can switch between the global organization and regions to invite users or create events. Always pay attention to the organization or region you are logged in to when inviting users or creating events. You cannot move an already created event between your organization and region or between different regions, so if you create an event in the wrong region, you will have to delete the original event and recreate it in the correct region.

Editing Regions

1. To change the name of the region, click Edit next to the Region’s name.
2. Update the name in the text box, then click Confirm to save the changes.
3. You will now see the updated region name on your region list and in the organization/region drop-down in the top right corner.

Switching Organizations or Regions

If you use the same email address to sign in to multiple organizations or regions, you are able to toggle between them. You will only be able to see the events and details within an organization or region once you are signed in to that specific organization or region.

1. Once you have logged in to your account in Intellitix Cloud click the name and arrow in the top right corner in grey.
2. A drop-down will appear with all Organizations and Regions you are invited to.
   • The Organization names will be bolded, with regions within them denoted by a - underneath
3. Click the Organization or Region you would like to view. The page will reload and the Organization or Region you entered will now be listed in the top right corner with the arrow.