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Managing Groups and Linked Organizations in Allsorter

Allsorter provides flexible administrative tools to help organizations manage users, templates, and reporting structures effectively. Two key features that support scalable administration are Groups and Linked Organizations.

When and How to Use Groups in Allsorter

When and How to Use Linked Organizations in Allsorter

 

Groups in Allsorter

Groups are a way to segment your organization into logical units. By assigning templates and users to specific groups, administrators can ensure that individuals only access the resources relevant to them. Groups also enable more targeted reporting and performance analysis.

Common examples of groups include:

  • Regional teams

  • Individual offices

  • Business units or verticals

  • Departments

Permissions

The following roles are authorized to create and manage groups:

  • Organization Admins

  • Global Admins

  • Organization Managers

Creating a Group

To create a new group:

  1. Go to the Accounts tab.

  2. Open the Org Details tab.

  3. Scroll down to the Groups section.

  4. Select Create New Group.

  5. Enter a Group Name and choose a Group Color for visual identification.

Assigning Users to Groups

To assign a user to a group:

  1. Navigate to the Users tab.

  2. Select Manage User for the individual you wish to edit.

  3. Open the Add to Group dropdown menu and select the appropriate group(s).

  4. Save your changes.

For additional details, refer to: Managing Users.

Reporting by Group

Groups also streamline analytics and reporting:

  • Organization Analytics

    1. Go to the Org Analytics tab.

    2. In the Organization Overview section, select a group from the dropdown.


    3. Click Generate Analytics to view metrics for the selected group.

  • Organization Usage Report

    1. Open the Organization Usage Report tab.

    2. Select a Date Range, Group using the dropdown, and Period.

    3. Click Generate Report to produce a detailed breakdown.

To understand more about how to create detailed reports based on your Organization's metrics, please refer to this article. 

 

Take a look at this visual guide to Groups to understand how creating and managing groups can streamline template access, simplify user administration, and provide clearer reporting by segmenting your organization into regions, offices, departments, or business units.

 

Linked Organizations in Allsorter

Linked Organizations allow larger businesses, such as multinational enterprises, to connect multiple sub-organizations under a single parent organization within Allsorter. Each sub-organization can maintain its own configuration, while the parent organization provides centralized oversight.

Key Advantages

  • Autonomy: Each sub-organization can have distinct billing contacts, settings, and usage statistics.

  • Centralized Access: Global Admins can move seamlessly between linked organizations without requiring separate logins.

  • Comprehensive Reporting: Generate analytics and usage reports for each linked organization individually, or review high-level performance across the structure.

Typical Applications

  • Multinational corporations managing separate regional entities.

  • Large enterprises separating departments or business units for billing and governance.

     

Disclaimer: Linking one organization to another in Allsorter is not self-service. To request a link between organizations, please contact our support team at support@allsorter.com.

Explore this  step-by-step visual guide to Linked Organizations to see how connecting sub-organizations makes it easier to manage separate billing, settings, and usage statistics, while giving Global Admins the ability to generate reports and access analytics across the entire organizational structure.