Organization - Section

Use the Organization section to manage who can do what with your Coveo Cloud organization.

A Coveo Cloud organization consists of:

  • A set of sources making content searchable (see Sources - Page).

  • Usage analytics data allowing you to track the behavior of your end-users (see Coveo Cloud Usage Analytics).

  • Query pipelines allowing you to easily optimize search features (see Search - Section).

  • Groups, privileges, and members allowing you to control who can do what organization management tasks.

Steps to control access to your Coveo Cloud organization illustrated beside:

ac8-group_schema2.png

  1. Define one or more groups (see Create a New Group).

    A group should typically correspond to a role (such as Administrators or Relevance Analysts) that group members will play in relation with your organization.

    Ensure the privileges associated with the groups are just enough for the tasks their members should perform.

  2. Link or invite members to each group (see Edit a Group: [GroupName] - Panel).

    Organization group members must be defined in a 3rd party identity provider such as a Google, Salesforce, or Office 365. You can link a group of users from one of these providers or invite people individually.

  3. Optionally, create API keys (see API Keys - Page).

    When an external application needs to interact with your Coveo Cloud organization, you can create an API key carrying only the required privileges with optional IP restrictions to give to your application developer.

The following message appears when one of your users logs in to the Coveo Cloud Platform with an account from one of the supported identity sets (such as Google, Salesforce, or Office 365) that is not yet a member of your Coveo Cloud organization:

You currently do not have access to any organizations.

Contact the Coveo team to create your organization.

To allow the user to gain access to the administration console, you need to invite the user to join a group of your Coveo Cloud organization so he or she becomes a member (see Edit a Group: [GroupName] - Panel).