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Setting Organization

This menu is used to manage organizational data that is already stored in the Cloudeka application.

Edit Organization

The following are the steps if a customer wants to make changes to organizational data.

  • Click the Organization menu then select Setting Organization.

List Project
  • On the Setting Organization page there is User Organization information, namely.

Column
Description

Name

User name in Organization

Project

Project name in Organization

Role

Role of user

User Status

Status of the user is it verified or not

Status

Status of the user is it active or inactive

Created Date

User creation time

Action

To perform an action on a user, such as edit or delete user

  • Then click the Edit Organization button.

Setting Organization
  • Fill in the data to be changed on the Edit Organization form namely.

Column
Description

Details

Description of Organization

Address

Organization address

Phone Number

Organization phone number

NPWP Number

Organization Taxpayer Identification Number, but the NPWP number cannot be changed

Then click the Update button if you want to save the data changes or click the Cancel button to return to the Setting Organization page without saving.

Edit Organization
  • If the data is successfully saved, a pop up will appear "Data has been saved! Your data has been submitted. Please wait if the data has not appeard".

Data has been saved

Add New User Organization

This menu is used to create new users in the organization.

  • Click the Organization menu then select Setting Organization.

List Project
  • On the Setting Organization page, click the Add New User button.

Setting Organization
  • Fill in the Add New User form, namely.

Column
Description

User Name

Name of user.

Email

Email address of user.

Phone Number

Phone number of user.

Select Project

To determine which project will be assigned to the user.

Select Role

To determine the role member.

After that click the Add button to save the new member data or click the Cancel button if you don't want to create new data.

Add New User
  • If the data is successfully saved, a pop up will appear "Data has been saved! Your data has been submitted".

Data has been saved
  • Then you will be asked to create a new password.

Column
Description

Password

Consist of a minimum of 8 characters using a combination of uppercase, lowercase, numbers & symbols. It is made for the security of customer data. If the password created does not match the requirements, a warning will appear, for example: must include the symbol.

Confirm New Password

Re-type your new password

  • Click the Create Password button to save the new password.

Create Password
  • If the new password is successfully saved, a pop up will appear "Success. New password has been created"

New Password Has Been Created
  • After that, the new member data will appear on the Setting Organization page.

Setting Organization

Edit User Organization

Edit User Organization is used to change user data in the organization. Here are the steps.

  • Click the Organization menu then select Setting Organization.

List Project
  • In the Action column, click More, then select Edit.

Setting Organization
  • Fill in the Edit Member form, namely

Column
Description

Member Name

Name of user.

Email

Email address of the user.

Phone Number

Phone number of the user

Select Project

To determine which project will be assigned to the user.

Select Role

To determine the role user.

Then click the Save button to save the changed data or Cancel if you don't want to save the data.

Edit User
  • If the data is successfully saved, a pop up will appear "Data has been saved! Your data has been submitted. Please wait if the data has not appeared".

Data Saved Successfully

Delete User Organization

Delete User Organization is used to delete user data in the organization. Here are the steps.

  • Click the Organization menu then select Setting Organization.

List Project
  • In the Action column, click More, then select Delete.

Organization Settings
  • Click the Yes button to delete member data or click the Cancel button if you don't want to delete member data.

Warning Delete

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