Organization - Section

A Coveo Cloud organization consists of:

The Organization section of the Coveo Cloud administration console navigation menu contains pages allowing to manage this last aspect of your organization (see Organization Access Control Pages). Moreover, in the Organization section, you can manage notifications and, if applicable, your Elasticsearch index, as well as browse organization activities.

Navigation menu Organization section

The Organization section of the administration console navigation menu includes the following pages:

Organization Access Control Pages

To control access to your Coveo Cloud organization:

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

    To allow a user access your organization through the Coveo Cloud administration console, you must invite them to join a group of your Coveo Cloud organization and therefore become an organization member. A group should typically correspond to the role (such as Administrator or Relevance Analyst) that its members will play in relation with your organization. Ensure that the privileges granted to each group are exactly what the group members need to do their tasks.

  2. Invite individual members in your group or add a member set to a group (see Members Tab).

    Organization group members must be defined in a 3rd party identity provider such as a Google, Salesforce, or Office 365. You can send individual invitations to invite people to join your organization or, if you have implemented a SAML single sign-on, you can link a group of users from one of these providers to your organization.

  3. Optionally, create API keys (see Adding and Managing API Keys).

    When an external application needs to interact with your Coveo Cloud organization, you can create an API key carrying the required privileges with optional IP restrictions. By providing this API key to the developer, you allow the application to exchange data with your Coveo Cloud organization.

  4. Grant Coveo employees temporary access to your organization.

    If you ever encounter issues with your organization, Coveo employees can get temporary access to your organization. By reviewing your configurations and logs, they can better assess and help you solve your problem.

“Groups” Page

On the Groups page, you can manage groups, their members, their privileges, and whether other groups or API keys are allowed to view each group.

For further information on group management, see Adding and Managing Groups. For details on the privilege system, see Privilege Management.

“Members” Page

On the Members page, you can review a list of your organization members. You can also add and delete members.

For further information on member management, see Adding and Managing Members.

“Temporary Access” Page

The Temporary Access page allows you to review who at Coveo can temporarily access your organization.

For further information on temporary access management, see Managing Temporary Access Requests.

“API Keys” Page

The API Keys page allows you to manage API keys, their privileges, and whether groups or other API keys are allowed to view each key.

For further information on API key management, see Adding and Managing API Keys.

Other Pages

“Critical Updates” Page

With the Critical Updates page, you have the opportunity to proactively apply a Coveo Cloud update to your organization. This feature allows you to test the update and take the required actions to adapt your organization before it officially becomes part of Coveo Cloud.

See Critical Update Management for further details.

“Activity Browser” Page

The Activity Browser page shows a list of all activities that occurred in your organization, along with the affected resource. This page allows you to inspect all organization activities in one place and in real-time, which is especially useful when diagnosing problems or auditing security-related operations.

See Review All Events Related to Coveo Cloud Administration Console Resources for further information on the Activity Browser.

“Indexes” Page

If your organization uses an Elasticsearch index, you can review and manage this index from the Index page, along with any additional index you may have added. With a Coveo index, however, this page is not available.

See Managing Your Organization Indexes for further information on Elasticsearch index management.

“Notifications” Page

On the Notifications page, you can manage notifications informing you of certain events (activities) occurring in your organization.

For further information on notification management, see Adding and Managing Notifications.