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Organization

An organization can be any business that produces, buys, or sells equipment that is managed in Spoke Zone. There are a variety of organization roles with various permissions based on what the business uses the platform for.

Access Organization Editor

  1. Open the navigation menu.
  2. Select the Organizations item.
  3. Double-click the desired organization.
    • Use the New button to create an organization if needed.

Settings

The organization editor has three sections, each specifying a different aspect of the organization’s interactions and experience with Spoke Zone.

General

  • Name
    • Identifies the organization across the platform.
  • Primary Contact
    • The designated first point of communication.
    • This is who to contact first with questions for the organization.
  • Phone Number
    • The organization’s phone number.
    • Can be used if info is needed that can’t be supplied by the primary contact.
  • Support Email
    • The organization’s support email.
  • Data Plan
    • The data plan used to bill the organization.
    • This setting is only available to Super Users.
  • Address
    • Where the organization’s headquarters/main facilities are located.
  • Website
    • The URL for the organization’s website.
  • Notes
    • Optional description of the organization’s products, business model, etc.

Additional Dealer Settings

  • OEM
    • The OEM that manages this organization.

Additional Client Settings

  • OEM
    • The OEM that manages this organization.
  • Dealer
    • The dealer that manages this organization.

Branding

  • Primary Color
    • Sets the theme color across the platform for this organization.
  • Logo
    • Sets the logo that will be used across the platform for this organization.
  • Icon
    • Used as the browser icon for the users of this organization.

Images

Upload images that can be used in dashboards.