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Step-by-step answers for PVology, written for what you are trying to do.
Organizations & users
- Add your organization's and your customers' logosOrganization logo: Menu → Administration → Settings → Branding → Choose a logo file → Upload logo (owners and administrators). Customer logo: Menu → Customers → the customer → Edit details → Customer logo → Choose a logo file → Upload logo. PNG, JPG, SVG or WebP, up to 1 MB, at least 64 × 64 pixels.
- How to approve or reject a request to join your organizationOpen Administration → Members. Under Membership requests choose the role and Approve, or add an optional reason and Reject. Approving adds the person as a member; assign licences separately.
- How to assign a licence to a memberOpen Menu → Administration → Licenses, choose the Person and the License type under Assign a license and choose Assign. The member can use the plan's applications straight away.
- How to change a member's role, deactivate or remove themIn Administration → Members, use the role list and Update to change a role, Deactivate to pause access while keeping the member, or Remove to take them out of the organization.
- How to create an organizationOpen Menu → Organizations (or Administration when you are already in an organization), enter the Organization name and choose Create organization. You become its owner.
- How to find your organization and request to join itOpen Organization → Find your organization, search by name, organization ID (PVORG-…) or website, and choose Request to join. The organization's owners and administrators approve or reject it.
- How to find your organization and request to join itOpen Organization → Find your organization, search by name, organization ID (PVORG-…) or website, and choose Request to join. The organization's owners and administrators approve or reject it.
- How to invite a team member to your organizationSwitch to the organization, open Menu → Administration → Members, enter the email address, choose a role and choose Send invitation. The invitation is valid for 48 hours.
- How to leave an organizationSwitch Working in to the organization, open Organization and choose Leave organization at the bottom. Your personal PVology account stays. The only owner must make another member an owner first.
- How to move a licence to another memberIn Administration → Licenses, find the current holder under License holders, choose the new member in the Reassign list and choose Reassign. Choose Unassign to free the seat instead.
- How to request access to an application or an actionWhen an application or action is not available to you, open the explanation ("Why can't I?" or the page that says it is not available) and choose Request access or Ask your administrator. PVology tells your organization's owners and administrators what you need; you see the change as soon as they make it.
- How to set your organization's policies (sharing, exports, automations, integrations)Owners and administrators open Administration → Policies, choose the rules for external sharing, exports, automations and integrations, and choose Save policies. Policies only narrow what people can already do; every change is recorded in Security events.
- Where do I find my organization ID?Switch Working in to the organization and open Organization: the Organization ID card shows the permanent ID (for example PVORG-000123) with Copy organization ID.
- Why can't I join an organization with my company email?A company email address never adds you to an organization automatically. Request to join (an administrator approves it) or ask an administrator to invite you. Some organizations are hidden and join by invitation only.
- Why can't I open an application?Open Menu → Applications. It shows each application as active, available to add, not available to you yet (licence or permission needed) or requiring a plan, with the reason and what to do.
- Why PVology reviews new organizations, and what the request statuses meanPVology reviews every new organization before it becomes active, to protect organization identity, data access and membership integrity. Your request shows Submitted, Under review, More information needed, Approved, Not approved or Existing organization in Organization → Your requests.
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