Organization accounts

Creating new organization

Switching between organizations

Changing organization settings

Organization Administrators

Billing and Payment Settings

Invoices

Custom Branding Settings

 

1. Creating a new Organization

  • Open TrackDuck application,
  • In top left menu select ‘New Organization’ in the drop down menu,
  • Enter organization name and submit new organization.

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2. Switching between Organizations

3. Changing organization settings

4. Organization Administrators

  • Navigate to “User and Roles” tab,
  • Scroll to the bottom of the page,
  • Add new Organization Administrator, who would be able to create new Teams, projects and manage the rest of organization settings.

5. Billing and payment settings

  • Navigate to Billing tab.
  • Select the most appropriate plan for your organization.

6. Invoices

  • Navigate to “Invoices” tab,
  • Review and download your invoices.

7. Custom branding (available only for “15 or 50 project plan” plan subscribers).

  • Navigate to “Settings” tab,
  • Now you can upload logo for your organization.

Teams

Each organization can have multiple teams. Each team include members of your organization with different roles and projects the team is currently working on.

Creating new team

Switching between teams

Adding members to team

Role settings


1. Creating new team

  • Open TrackDuck application,
  • Choose organization you are working with,
  • Click “New Team” button at the bottom of the left bar(only Organization Administrators can see this option),
  • Enter the name for your team and add members (only Organization Managers can add new teams).

2. Switching between teams

  • Just click on the name of the team in left bar.

3. Adding members to team

  • Click on cog icon next to the team name,
  • Invite users by sharing invitation link or by entering their email.

There are three types of user roles in TrackDuck teams:

  1. Administrator
    Has full rights to manage all possible settings: invite and manage users, view feedback from other users, set-up integrations.
  2. Contributor
    Can view feedback from other users, change statuses of comments, etc. Contributor can not invite new users.
  3. Reporter
    Reporter can create tasks and see tasks that are assigned to them.We recommend to set this role for users who do not belong to your team, e.g. clients or freelancers. Here is a short video that explains how reporter role works, feel free to share it with new users.

You can find full list of user permissions here.

 

 

Do you still have some questions? Drop us a line at [email protected] and we’ll answer them all.