Company, Org, System, Team Configuration and User Management

Overview

The Companies feature in P2ANav allows the creation and management of companies, organizations, systems, and teams. It also provides access to manage assessment hosts and P2A users.

Key User Interface Elements

List of Companies

• Click the Company List link at the top of the main navigation panel
• You'll then see an alphabetically sorted list of companies that you have admin access to.
• There is also a Company Search function available

Company Dashboard

Click on a company in the list and you'll see the company overview dashboard.

At the top of the company dashboard are company configurations:

Company Settings

Clicking the gear icon will take you to the setup screen.

• The setup screen allows you to add a new organization to the company. 
  • Provide a name for the new org, then click submit
• Click on an existing organization in the setup screen to add systems and teams 
  • Click New System, provide name, and click the check mark
  • Similarly, you can add teams to an existing system. 
    • Click show teams
    • Click New Team, provide a team name, and then click the check mark 
• For Organizations, Systems, and Teams you can access additional functions: 
  • Edit: Change the name
  • Move (Systems and Teams only): Move to a different location, eg. org or system. You can optionally choose to copy. 
  • Delete: Can not be undone! Removes all associated data.
  • Manage Members: Allows assigning of a host for Agile Capability assessments for that level

Users

From the Company Dashboard, click the user icon

• You can then add and import users. 
  • Add one at a time: You'll need user names and email addresses.
    • New users will be assigned Assessment Admin
  • Import: Upload a .csv file
    • Fields: Full Name, Email address
    • Imported users will be assigned Assessment Admin

• From the user screen, you can also access:
  • Resend a welcome email
  • View user log: Shows details by action, types, description and date
  • Change user role
    • Basic User: Lowest level user, who can see all data and run polls, but not publish assessments, delete assessments, or administer users.
    • Assessment Admin: Middle level user, who can see all data, run polls, publish assessments, and delete assessments, but not administer users.
    • Company Admin: Highest level user, who can see all data, administer assessments, and administer users.
  • Delete user: Cannot be undone.

Delete

From the Company Dashboard, you can delete the company, all of its organizations, systems, and teams. This cannot be undone.

Company Dashboard filters

When viewing the company dashboard, you can adjust what data is displayed on the company overview map by using the two filters: Organizations and Date Range:

Organizations

Use the drop-down to check the organizations to be included:

Date Range

Use the date range picker to select assessment data to be included:

Average Completeness of Agile Outcomes by Org and Stage

The settings for the organization(s) selected and the date range will be used on the company dashboard map display, as well as in the average completeness summary table.