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Organization Admin

The admin runs the organization's setup in the web console.

Your responsibilities

  • Members — invite people and assign roles (Settings → Members). Someone can be both Supervisor and Admin, for example.
  • Master data — stores, locations, devices, and the product list.
  • Import templates — set up the product and baseline templates (Settings → Import Templates). See the Import Guide.
  • Jobs — create them, assign supervisors, and mark Ready (that's when a license is used). See Create and run a job.
  • Billing — the subscription, license purchases, invoices (Settings → Billing). See the Billing FAQ.

Things to keep in mind

  • The Organization ID is forever — pick it once, carefully.
  • Marking Ready uses one license. The confirmation shows your balance first.
  • Every product upload replaces the whole list. Always upload the complete master file.
  • A job in Ready/Active with no scans yet can be cancelled and the license comes back. Once scanning starts, no cancellation.

A typical week

  1. Upload the latest product list.
  2. Create next week's jobs and assign supervisors.
  3. Check that baselines are uploaded (supervisors do this), then mark jobs Ready.
  4. Keep an eye on the license balance so nobody hits a payment prompt mid-week.

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