Ideagen Community

Step 1: Introduction to Company Managers



Welcome to Huddle's guide for Company Managers. Here you will find everything you need to know about your role. If you're new to Huddle and would like to know more about the basics, feel free to sign up for a webinar or read our user guide for beginners


There are certain activities only a Company Manager can perform. This guide will cover in what way Company Managers are unique. You'll be shown how their actions affect other users in the system, as well as where they fit in Huddle's structure.
You'll learn what the core responsibilities of a Company Manager are as well as how to fulfill them using Huddle.


Step 1 will take you through:

I) Where Company Managers fit in Huddle's structure

II) An introduction to the Company Manager's role



I) Where Company Managers fit in Huddle's structure


There are certain things only a Company Manager can do, to better understand how these things affect other users, it’s important to know about the structure of Huddle. 

In this section you'll learn about what components make up the system including Workspaces, Accounts and Companies, as well as what roles have been created to manage each part of Huddle.

Huddle is built on a hierarchy of Companies and Accounts. Workspaces are created under the Accounts:



A Workspace is a secure place for content, communications and users working on a particular project or theme. Users must be invited into a Workspace to collaborate inside it.

Workspace Managers configure the folder access levels and feature availability of the Workspace they're responsible for. 

Every Workspace is created under an Account, this is the organizational hub of Huddle. Workspaces can be deleted and archived by Administrators from here.

Some Workspaces are so confidential they need to be kept separate under their own Account with a strict set of Administrators from one department only.
For example, HR might choose to do this if they run payroll through Huddle to be sure that only their team can gain access to that information.
So it's because of the fact that Administrators have permission to go into any of their Workspaces that organizations might have multiple Accounts, in the diagram above you can see three: purple, grey and blue, each with their own Workspaces. 

If an organization has multiple Accounts, they are grouped under one Company. 

Company Managers monitor the users in all the Accounts under the Company and they also decide what overarching security features will be active on all the Huddle Accounts in their organization. 


To recap:  

A Workspace is a secure area for content, communications and users working on a particular project or theme. Users have to be invited to a Workspace to collaborate inside it. Workspace Managers configure the security settings and features inside their Workspaces. 

Workspaces are built on Accounts. Administrators create and manage the Workspaces in each Account. It's possible that an organisation has multiple Accounts underneath the same Company.

A Company holds together all an organization's Accounts. Company Managers monitor the total number of users across all your Accounts and set up security features that will be applicable to all the Company's users.

II) An introduction to the Company Manager's role

Now that you have a better understanding of where Company Managers fit among the other roles in Huddle, let's confirm what their responsibilities are. 

A Company Manager has two main responsibilities which are to keep track of user numbers and to set up security features that will benefit all the accounts and users under their Company. 


In Step 2 you'll learn how to access the Company Manager area of Huddle. 



Back to top



Go to next step