Admin Training: Working with Organizations
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Admin Training: Working with Organizations

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Article Summary

Organizations organize accounts and shared resources.  

Organization Hierarchy

Organization_Architecture

  • System: The first level of the hierarchy is the SYSTEM. nVoq has multiple systems, including Healthcare, Canada, and Test. 
    • The Healthcare system is for production data in the United States and is compliant with U.S. compliance standards (HIPAA).
    • The Canada system is for production data for customers located in Canada, which has different compliance standards (PIPEDA).
    • The Test system is for user acceptance testing and includes changes that are coming to nVoq products in an upcoming release. 
  • Tenant: The first level of your organization hierarchy on a particular system is your TENANT. You may have tenants on different systems, for example, you may have a tenant organization on healthcare.nvoq.com and also one on test.nvoq.com. nVoq creates your tenant for you and configures some default options for organizations and accounts there, like what plans or services you have available. Underneath the tenant are three organization levels which can be used to divide user accounts, and act as containers for resources and reporting data. Resources are things like vocabulary, substitutions, shortcuts, and sentence models. These can be added at any organization level, so consider who needs to use them when deciding how to set up your organization hierarchy. Resources added at the tenant level are available to all companies, divisions, and groups. A tenant includes one or more companies.
  • Company: The organization level under tenant is COMPANY. There are no settings configured at this level, but resources can be added at this level as well. Resources added at the company level are available to all divisions and groups below it. A company includes one or more divisions.
  • Division: The next organization level is DIVISION and this is where password and security settings are configured for nVoq client-only user accounts in groups below this organization. Resources added at the division level are available to all groups below it. A division includes one or more groups.
  • Group: This lowest organization level is GROUP and only users belonging to a group have the ability to use dictation. Client settings such as the dictation topic are configured for all accounts at this level. Data persistence is also configured here.  Resources added at the group level are available to all accounts in the group. A group includes one or more accounts.
  • Account: An account is an individual end-user. An end-user account may be created at any level of the organization hierarchy (such as a tenant-level administrator), but accounts must belong to a group to use dictation. Resources can also be added at this level, and these can only be used by the account holder.



The Organization Menu in nVoq Administrator

At the top of all nVoq Administrator pages is the Organization menu. This is where you will select the organization with which you would like to work on all pages you select under Manage or Reports, except for the Organizations page. (That page has its own menu, and it is explained in the nVoq Administrator documentation for the Organizations page.) 

organization-menu

The organizations available in this menu depend on the Access Level of the Admin Role of the account. For example, a group level admin will only see one group in this menu. 

 

Select the organization level from this drop-down menu to view accounts or assets inside that organization.

  • Click the Expand All arrow next to the Filter to open all organizations in the menu.
    Organization-Menu-Expand-All
  • To close all organizations except the one you have selected, click Collapse.
    Organization-Menu-Collapse
  •  To open organizations individually, click the > arrows beside organizations to view child organizations below.
    Organization-menu-open-individual-orgs
Your scroll location in the menu is remembered as you navigate to different pages in nVoq.Administrator. 
  • To find for a particular organization in the list, type part of the organization name in the Filter field at the top of the menu.Organization-menu-Filter-individual-org
Use this menu in conjunction with the View menu in the gray section at the top of many pages.



Select the Account radio button under View and then select an account from the Account menu to view items on the page for an account in the organization selected in the organization menu above.

View-Account

 

Select the Organization radio button under View and then select one of three options under Show Organization menu

  • Selected and parents will show you items created in the organization selected in the organization menu and all parent organizations above it.
  • Only selected  will show you items created in only the organization selected in the organization menu and no others.
  • Selected and children will show you items created in the organization selected in the organization menu and all child organizations below it.

Show-Organization



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