Configure organization settings

Introduction

Required role: Super admin.

Super admins can apply settings at organization level.

In addition to the organization settings described in this article, Super admins can configure advanced organization settings. For more information, see this article.

To configure organization settings, select the cog icon at the top of your dashboard then Organization Settings. The settings page opens on the Billing tab.

In this article:

• User administration
• Add users via bulk upload
• Configure email server settings

User administration

Select the User Admin tab. The USER ADMINISTRATION page opens.

All current Perform & Engage 365 users at your organization are displayed, together with their email address and their manager's last name.

Here, you can assign and revoke the Super admin role, and delete users.

Navigation and display options

Use the Search field to find users. Use the navigation tools at the bottom of the page to switch between pages. At the bottom of the screen, you'll also see where you are in the list, the number of users, and how many users are shown on the page. For example, Showing 1 to 15 of 346 rows 15 rows per page. Choose how many users you want to show on each page by selecting a number from the drop-down.

As you scroll down the page, you can quickly return to the top by selecting the up arrow icon, which is displayed in the bottom right-hand corner of the page.

Assign and revoke the Super admin role

If you assign the Super admin role to a user, they become an administrator of your organization's Perform & Engage 365 account and can manage all system settings. Any existing Super admin can add another user as an admin and revoke this role. For more information, see this article.

Delete users

You can delete a user's account, meaning they can no longer use Perform & Engage 365. The method of deleting users depends on whether you're using Microsoft Entra ID sync.

For more information, see this article.

Add users via bulk upload

You can add Perform & Engage 365 users in bulk via file upload. This method of adding users is ideal when you want to add a large number of users. For more information, see this article.

Configure email server settings

Super admins can configure email server settings in Perform & Engage 365 to ensure notification emails are sent properly. For more information, see this article.