# Organization management

If you are an organization owner the Organization dashboard will present additional sections to manage the organization (for the Project section see Managing projects).

You can collect information and manage several settings of the organization through these additional sections which are presented in the following topics:

# Checking usage statistics

To see the organization's usage statistics, click on Usage.

Usage statistics

The screen is divided into four areas:

  • Filters: A set of fields to customize the scope of the usage analysis. There are four filters available:

    • Date range: Use this filter to select the start and end dates for the usage analysis. Usage data presented will be limited to the period between the selected dates. By default, the selected period will be the last 30 days;

    • Job type: Use this filter to select the types of jobs to be included in the usage analysis. The available types are:

      • Exploration;
      • Execution;
      • Synchronization;
      • Snapshot testing.
    • Project: Use this filter to limit usage analysis to a single target project. The statistics will only include operations executed for this project;

    • Goal: Only available if a project is selected. The selectable goals will be pre-filtered by the selected project. Use this filter to limit usage analysis to a single goal;

  • Summary: This area presents the sum of different types of jobs ran in the scope defined by the selected filter values. The left-most part of the summary presents the total number of journeys executed, which are then divided into default, cross-browser and mobile device executions. The center of the summary presents the total number of checkpoints compared in Snapshot Testing jobs. The right-most part presents the total number of executed jobs. The number of explorations and synchronizations are not listed because they are provided free of charge, courtesy of Virtuoso;

  • Chart: The chart area presents the daily aggregated usage sums, divided into default, cross-browser, device and checkpoint, for each day in the selected date range. The remaining selected filter values are also taken into account. Hover the mouse over a specific date on the chart to see the values for that day;

  • Table: The table is a list of all the jobs in the selected filters scope. Each row of the table details a job type, project, goal, execution date and number of journeys executed / checkpoints compared, divided into categories: default, cross-browser, device, and checkpoint.

    Clicking the project name on a table row will open the dashboard in a new browser tab, with the corresponding project selected as active. Similarly, clicking the goal name will open the corresponding exploration page in a new browser tab. Finally, clicking the execution date will open a new browser tab for the job execution page.

# Managing members

The Members section lists all current organization members. For each member it presents:

Organization members

To invite more people to the organization, click the Invite to organization button. A modal will be shown, where the organization owner can provide as many emails as needed, indicate the access level, and, optionally, a team the new members should join and a project they should have access to. More teams or projects can be added after the user accepts the invite. To provide to new users different access levels, teams or projects, repeat the process as many times as needed instead of adding all emails at once. An error is shown if an email provided is already associated with a Virtuoso user, either in the same organization or in another one. For now, a user can only be member of a single organization.

Invite organization member

The list of members can be filtered by name or e-mail. Near the search field, an organization owner can see the current number of members and pending invites.

Clicking on Pending invites shows information about the invites (invited email, inviter's name, and the access level granted), and clicking on Cancel invite revokes an invite that was not accepted yet.

Organization pending invites

The invited person will receive an e-mail containing instructions on how to proceed with the registration, which consists of clicking a link followed by providing a name and password.

When an invite is accepted, it is no longer shown in the Pending invites list, and the new user will appear in the Members list.

By clicking over a member, an organization owner can see the list of teams the member is part of and the list of projects the member has access to. The lists can be searched by team/project name. It is also possible to change the member access level — from Member to Owner or vice versa — and to remove the member from a team or project.

Member teams list

# Managing teams

The Teams section lists all current organization teams. Teams allow giving to a set of users access to a set of projects.

There is no limit for the number of teams nor the number of members or projects in a team.

Organization teams

The search can be used to filter the teams exhibited by providing a name or part of a name.

To create a new team, click on the New team button on the top right side. A modal will be shown, where the organization owner can provide the team name, which has to be unique within the organization.

By clicking over a team, an organization owner can see its members and the list of projects its members have access to. The number of items in each list is shown in the respective tab title, and the items can be filtered by searching by member/project name.

The team can be renamed by clicking on its name. It is also possible to delete the team by clicking on Delete team in the upper right part of the screen.

The Members tab shows for each member the number of teams the user belongs to and the number of projects the user has access to. An organization owner can remove the user from the selected team by clicking the remove icon .

Team members list

The Projects tab shows for each project the access level (read, write, or manage) that the members of the team will have. An organization owner can change the access level by using the radio buttons and can remove the project from the selected team by clicking the remove icon .

Team projects list

# Managing Virtuoso integrations

Note about the usage of "integration" vs "app"

As Virtuoso evolves, at some point, we decided that app better fits as the name for these entities, this means that in the UI you will see app instead of integration and that eventually, all our documentation will use apps to refer to integrations.

The Virtuoso apps section lists all the apps that are currently installed or available for you to install in your organization. It allows you to create, install, configure, and uninstall apps. See what Virtuoso apps are and how to perform any of these actions in the Virtuoso apps section.

# Changing organization settings

The Settings section is the place to define organization-wide settings. Currently, the settings that can be configured are the organization name and the ability of members to create projects.

Organization settings

Last Updated: 5/27/2021, 4:58:52 PM