Managing Your Organization

Who is this for? Available to venue admins.

Overview

The Organization page is the central hub for managing your site's configuration on Theator. From here, venue admins can manage users, configure departments, and adjust venue settings. Navigate to Organization (/organization) from the main navigation to access it.

User and role management is also accessible through the Management page (/management).

Managing Users

Inviting New Users

Navigate to the Organization page (/organization) or Management page (/management).
Click the Invite User button.
Enter the user's email address.
Select the appropriate role for the new user (see roles below).
Choose the departments or groups the user should belong to, if applicable.
Send the invitation. The user will receive an email with instructions to set up their account.

Changing User Roles

Find the user in the user list on the Organization or Management page.
Click on the user to open their profile.
Update their role from the role dropdown.
Save the changes. The new permissions take effect immediately.

Deactivating Users

Locate the user in the user list.
Click on the user to open their profile.
Select the Deactivate option.
Confirm the deactivation. The user will lose access to the platform but their data and case history are preserved.

Managing Departments

Departments help organize users and cases within your site. To manage departments:

Navigate to the Organization page.
Go to the Departments section.
To add a new department, click Add Department and enter the department name.
To edit an existing department, click on it and modify the name or assigned users.
To remove a department, select it and choose the delete option.

Departments are used throughout the platform for filtering cases, organizing analytics, and managing access permissions.

Admin Roles

Theator provides several administrative roles, each with different levels of access:

Venue Admin -- Full control over the venue's settings, users, departments, and configuration. Can access all administrative features.
Site Admin -- Manages users and settings at the site level. Can view and manage all rooms and cases within the site.
Venue IT Admin -- Focused on technical administration, including system monitoring, unit management, and infrastructure configuration.

Venue Settings

The Organization page also provides access to venue-level settings, including:

Venue information -- View and update your venue's name, address, and contact details.
Feature configuration -- Enable or disable specific platform features for your venue.
Integration settings -- Review the status of EHR and other system integrations.

For changes to integration settings or advanced configuration, coordinate with your Theator representative.

Theator Permissions Overview — Understand roles and access levels
Setting Up Single Sign-On (SSO) — Configure SSO for your organization