Organizations Overview

Overview

Kantata's Organizations functionality allows you to structure and group your projects and account members by departments and geographies. This gives you the ability to limit access to specific projects in Kantata OX and keep sensitive information safe from unauthorized users. Account Administrators have access to see all projects in an account and cannot be given limited access. This is extremely valuable when operating out of multiple offices where particular projects and/or financial information isn’t openly shared between locations.

Organizations also allow you to restrict which projects your account members may add themselves to voluntarily; an invaluable feature when working with contractors. In addition, organizations help categorize and limit access to project data in Kantata's Analytics reports, allowing you to see how different departments or regions are performing.

The Organizations functionality works best when only Account Administrators are allowed to create projects. By structuring your account this way, you can better manage each team’s access to specific projects and keep your system configured correctly—giving you the most out of Kantata.

The Organizations settings are freely available to Enterprise users; they're also available as an add-on for Premier accounts. To enable organizations, contact Customer Success.

If you have existing data, you’ll need to contact Kantata's Optimization Services team to migrate your projects.

How Organizations Work

In the example below, Angela Jacobs has been given access to Internal projects for the South Salt Lake office. Angela can now voluntarily join any project that is Open to Organization Members and also tagged with:

• Internal and South Salt Lake
• Internal and Utah
• Internal and All (Global)
• All (Whole Company) and South Salt Lake
• All (Whole Company) and Utah

When Angela visits the main Projects page and selects Organization Projects from the Show drop-down menu, she'll see the following:

Although Angela can see the projects indicated above in the Project List and in Analytics reports, she is unable to Join because they are marked as Invitation Only in the Privacy section of their Project Settings.

When Angela selects Your Projects from the Show drop-down menu, she'll be able to see any projects that she has been added to by an Account Administrator, regardless of the organizations to which she belongs.

Keep in mind that Kantata's Organizations functionality in the Resource Center depends on your Access Groups settings and users who wish to filter the Resource Center list by organization can only filter by the organizations they belong to. For example, a member belonging to the Boston and Professional Services organization can only see all users in Resource Center—not just those belonging to their own Boston and Professional Services organization—if they have access to view all account members in the Resource Management Access Group set.

Additional Organizations Functionality

Depending on when your Kantata OX account was created, you may have access to further features in Organizations. All accounts that had Organizations enabled after the dates listed in the table below can complete the following actions:

If your account had Organizations enabled prior to the dates listed above and you would like to leverage these additional features, contact Customer Success to enable them.