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Organizations

Organizing events and conferences under an umbrella

In SpreaView, organizations are the top-level entities under which all conferences are created and managed. An organization represents your team, company, or community and serves as a container for conferences, users, and settings.


What Is an Organization?

An organization groups users and conferences together. This allows for:

  • Shared access to conferences by multiple team members.
  • Centralized management of all speaker evaluation data.
  • Clear separation between events from different groups or clients.

Example: If you run both a local meetup and a yearly conference, you can create a separate organization for each to keep their data and teams independent.


Creating an Organization

To create a new organization:

  1. Navigate to the Organizations section.
  2. Click Create Organization.
  3. Enter a name for your organization.
  4. Save your changes.

You can create multiple organizations if needed—for instance, one per event series or department.


Renaming an Organization

Organizations can be renamed at any time:

  1. Open the organization settings.
  2. Click Edit Name.
  3. Update the name and save.

Note: Renaming does not affect your conferences or users—only the display name is changed.


Organization Deletion

Organizations cannot be deleted. This is to ensure that historical data and feedback associated with conferences remain accessible and intact.


Switching Between Organizations

If you are a member of multiple organizations, you can switch between them using the cog wheel icon in the top-right corner of the screen.

  • The currently active organization is always displayed next to the icon.
  • All actions—like creating conferences or viewing dashboards—apply to the selected organization only.

Summary

  • ✅ Organizations group conferences and users.
  • ✅ You can create and rename organizations.
  • 🚫 Organizations cannot be removed.
  • 🔁 Easily switch between organizations via the top-right cog wheel.

1 - Invitations

Inviting others to join your organization

Collaboration is a key part of managing conferences in SpreaView. As a member of an organization, you can invite other users to join your organization and help manage conferences, sessions, and evaluations.


Who Can Invite?

Any existing member of an organization can invite others to join that same organization.


How to Invite Someone

  1. Navigate to the Organizations page.
  2. Click the “Invite for [Organization Name]” button. – This button reflects the currently active organization.
  3. On the invitation screen, enter the email address of the person you want to invite.
  4. Click Save to complete the invitation.

If you want to invite someone to a different organization, use the cog wheel in the top-right corner of the screen to switch to the appropriate organization first.


Email Address Notes

  • The email address you provide does not have to match the email the user registered with in SpreaView.
  • The email address is only used to deliver the invitation code.

What Happens Next?

Once the invitation is saved:

  • The invited person receives an email containing an invitation code.
  • They can use this code to join your organization by entering it in their SpreaView dashboard.

Summary

  • ✅ You can invite collaborators to your organization.
  • ✉️ Invitations are sent via email with a unique code.
  • 🔐 The invitation code allows users to securely join your organization.
  • 🔁 Use the cog wheel to select the correct organization before inviting.

2 - Joining

Joining an organization

In SpreaView, all conferences are created and managed within the context of an organization. Before you can collaborate on events, you must be a member of at least one organization. There are two ways to join an organization: by entering an invitation code or by creating your own organization.


Joining an Organization as a New User

When you first sign up for SpreaView, you’ll be directed to your personal dashboard. From here, you can choose to:

  • Join an existing organization, using an invitation code someone sent you.
  • Create a new organization, if you’re starting fresh.

Joining with an Invitation Code

  1. Locate the invitation code you received via email.
  2. Enter the code in the “Join Organization” field on your dashboard.
  3. Click the Join button.

Once the code is accepted, you’ll be added to the organization immediately and can start collaborating on conferences.


Joining Additional Organizations (For Existing Users)

If you’re already a member of one or more organizations and wish to join another, follow these steps:

  1. Go to the Organizations page in the navigation menu.
  2. Click the Join button at the top of the page.
  3. A popup will appear prompting you to enter the invitation code.
  4. Enter the code and confirm by clicking Join.

You will then be added to the new organization, and it will appear in your organization switcher (accessible via the cog wheel in the top-right corner).


Notes

  • An invitation code is required to join an organization
  • You can belong to multiple organizations at the same time and switch between them as needed.

Summary

  • 🆕 New users can join or create an organization from their dashboard.
  • ✉️ Use an invitation code to join an existing organization.
  • 🔁 Existing users can join additional organizations from the Organizations page.
  • ⚙️ Use the cog wheel to switch between your organizations at any time.