Manage an Organization

A Coveo organization consists of:

The Organization section of the Coveo 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:

“Settings” Page

The Settings page shows information regarding your Coveo organization and license.

Organization Access Control Pages

To control access to your Coveo organization:

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

    To allow a user access your organization through the Coveo Administration Console, you must invite them to join a group of your Coveo 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 Manage API Keys).

    When an external application needs to interact with your Coveo 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 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 more information on group management, see Manage Groups. For details on the privilege system, see Manage Privileges.

“Members” Page

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

For more information on member management, see Manage Members.

“Temporary Access” Page

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

For more information on temporary access management, see Manage Temporary Access Requests.

“API Keys” Page

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

For more information on API key management, see Manage API Keys.

Other Pages

“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 lets you 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 Organization Activity for more information on the Activity Browser.

“Notifications” Page

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

For more information on notification management, see Manage Organization Notifications.

“Resource Snapshots” Page

The Resource Snapshots page allows you to copy resource configurations from one organization to the other. This makes it easier to test configuration changes in a non-production organization, and then to export your changes to a production organization seamlessly.

For more information on resource snapshot management, see Adding and Managing Resource Snapshots.

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