How do I manage my organisation?

To be able to manage your organisation you need an Enterprise Speakap account and an admin role.

Every organisation works differently and therefore has an unique way of working with regards to the division of their organisation. With Speakap you are able to divide your network in such a way that it resembles your organisation. As an organisation, you are in charge of which channels your employees can communicate through and which documents they can access.

Below you will find a description of how you can be in charge of your Speakap organisation. 

Designing the organisation structure:

  1. Log in to the network or via login.speakap.com
  2. Click on your profile picture on the right top and on Organisation Settings
  3. Optional: pick different names for Business Unit and Department. Within Speakap there are several terms for Business Unit, namely Business Unit, Division, Location, Region or Store. This is also the case for Department, namely Department, Division, Location, Team.                                               Example where Region is picked with Location:mceclip0.png

Notice that when you change the terms of Business Unit and Department, the left menu also change and the 'Example of your organization' too.

Making a business unit: 

  1. Log in to the network or via login.speakap.com
  2. Click on your profile picture on the right top and on Organisation Setting;
  3. Click on Business Unit (Or depending on your choice: Division, Location, Region or Store)
  4. Click on the green button with the +(your chosen term)
  5. Fill in the name and match it with a group. If you would like to have more information on groups, click here: 'How do I create a group'mceclip0.png
  6. Finally, click on 'Create'

Managing Business Units

  1. Log in to the network or via login.speakap.com
  2. Click on your profile picture on the right top and on Organisation Settings
  3. Click on 'Business Unit' (Or depending on your choice: Division, Location, Region or Store)
  4. Click on the name of the business unit
  5. In the 'General' tab you can change the name of the business unit. The 'External Identification' is used if you employees are managed through User Sync, you will need to add the external identifier for this business unit. We use this external identifier to know which users to add to this business unit. You can also use this external identifier to refer to a specific business unit in, for example, third party applications
  6. In the 'User' tab you can add users, that are in the network, to your Business Unit with the 'Add" button. Type in the name of the person, decide which role he/she should get and in what departments they belong
  7. In the 'Departments' tab you are able to add several departments. Have you not created departments yet? Check out the step-to-step plan down below. However, if you do have your departments set, select them and match with an existing group or make a new group.
  8. In the 'Preferences' tab you can decide if all the members of the network may post on the timeline (this is automatically enabled). Admins are always allowed to post
  9. In the 'Widgets' tab you can manage all the widgets and change the order

Creating a department

  1. Log in to the network or via login.speakap.com
  2. Click on your profile picture on the right top and on Organisation Settings
  3. Click on 'Departments' (Or depending on your choice: Division, Location, Region or Store)
  4. Click on the green button to add a new one
  5.  Name the department and match it to a group or create a new group
  6. Finally, click on 'Create'
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