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On this page
  • Organisation Users
  • Roles
  • Admin App Permissions
  • Seat Type
  • Deactivating and Deleting Organisation Users
  • Export User List
  • Organisation Permissions
  • Organisation Settings

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  1. Reference Docs
  2. Fundamentals

Organisations

Last updated 1 year ago

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Organisations are the very top level of the Aphex hierarchy. Organisations represent the entity that owns all the Projects.

Each Organisation has a subscription to an and a collection of users who can access the Organisation.

Organisation Users

Each user has an Organisation Role that controls what Organisation information they can access and manage in the Admin Console.

Roles

Role
Description

Member

Standard Organisation Member. No access to Admin Console.

Org Admin - Billing*

Manage Organisation billing and invoices in Admin Console.

Org Admin - Reporting*

Manage API keys on Organisation and Projects.

Org Admin - System*

Manage all project users, projects and permission settings.

Super Admin

Manage all Organisation information.

*Org Admins can hold multiple Org Admin roles.

Admin App Permissions

Role
View Admin Console
Manage Org Users
Manage Billing Information
Manage API Keys
Manage Org Permissions + Settings

Member

-

-

✓

✓

-

Reporting Admin

✓

-

✓

✓

-

Billing Admin

✓

-

✓

✓

-

System Admin

✓

✓

✓

✓

✓

Super Admin

✓

✓

✓

✓

✓

Seat Type

An Organisation user will hold one of four Seat Types that indicates billing eligibility, and if the user is an active member of the Org.

User Status
Description

Billed

Enrolled user whose highest Project role is Standard or Admin

Free

Enrolled user whose highest Project role is Lite OR is not a user on any Projects

Pending

Non-enrolled user who has been invited to the Organisation

Deactivated

User who has been blocked from accessing the Organisation and any Projects

On paid Aphex Subscription Plans, only users with the Billed Seat Type users will count towards billable users.

Deactivating and Deleting Organisation Users

Deactivating a user immediately blocks their access to the Organisation and Projects.

Deactivated users can be reactivated, allowing the user to gain access back to the Organisation, and any Projects they were active on prior to being deactivated.

Permanently Delete Organisation Users

To permanently delete an Organisation User, the user needs to meet the following criteria:

  • They must already be Deactivated from the Organisation

  • They need to be removed from all Projects

  • They cannot Own any Tasks or Packages on any Projects

Once a user is deleted, they will be removed from the Organisation.

Deactivating Super Admins

There must be at least one active Super Admin in an Organisation at all times. The last Super Admin cannot be Deactivated or demoted until another Super Admin is added.

Export User List

The total list of Organisation Users can be exported into an .csv file, with the following contents:

Column
Description

Name

User's chosen display name

Email

User's email address

Role

User's Organisation Role

LastLogin

The date of the last time the user logged in to the Organisation

SeatType

User's Seat Type to indicate billing status

Auth

Multi-Factor Authentication Status

Organisation Permissions

Some permissions can be set at the Organisation level to control what users can take specific actions.

Control
Result

Project Creation

Project creation limited to either:

  • All Members

OR

  • Only System Admins

Enforce Project External ID

Require new projects to enter a business reference ID

Inviting New Org Members

Inviting new Org Members limited to:

  • All Project Users (excluding Lite)

  • Project & System Admins Only

  • System Admins Only

Organisation Settings

Setting
Description

Organisation Name

Name of the Organisation

Organisation Logo

Custom logo (can upload .jpg, .jpeg, .png, .gif and .svg files)

Organisation Region

Australia or UK. Controls where the Organisation data is stored

Aphex Plan