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How to customize organization and group settings

Jit
Updated

You can customize various settings at both the organization and group levels. We'll explain what they are in this tutorial.

 

Quick links:

  1. Customizing organization settings
  2. Customizing group settings

 

 

Customizing organization settings
Only Admins can customize the organization's settings.

  1. Log into Gnowbe Dashboard and click Settings.
    Screen_Shot_2022-04-05_at_8.20.12_PM.png

  2. Click Organization Details.
    Screen_Shot_2022-04-05_at_8.20.44_PM.png

 

We'll explain the various setting changes you can make on this page:

Default-6.png

1. Organization Name
You can rename/change your organization name here. This change will be visible to your users.

2. Contact Info
Add the organization's POC's contact info.

3. Contact Email
Add the organization's POC's email address.

4. Rename Employee ID

  • Applicable only to organizations that require users to input an Employee ID upon account registration.
  • You can rename how the Employee ID field will be presented to users upon account registration when they sign up via the Invitation Link method (see Option 3 here).
  • For example, you can change Employee ID to Business ID, Account ID, etc.

    Default-1.png

 

 

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5. Members list 
Enable users to view the list of all group members on their group board.Default-4.png

  • If enabled, all newly created groups in the organization will have this setting turned on by default.
  • You can enable/disable this setting at the group level.

6. Employee ID required
Requires users to input an Employee ID upon account registration when they sign up via the Invitation Link method (see Option 3 here). For example:
Untitled_design-188.png

  • If enabled, all newly created groups in the organization will have this setting turned on by default.
  • You can enable/disable this setting at the group level.

 

7. Group board and sharing in newly created groups
Enable users to view and share responses to their program's group board.

  • If enabled, all newly created groups in the organization will have this setting turned on by default.
  • You can enable/disable this setting at the group level.


8. Allow anonymity in the members list

  • If enabled, users can choose to be anonymous on their group board's member list. The Remove me from Members List button will become selectable for users on their group board.

    Setting_enabled-1.png
  • Changes to this setting will be applied to all groups in the organization.

 

9. Allow anonymity in the leader board

  • If enabled, users can choose to be anonymous on their group's leader board. The Remove me from Group Leaderboard button will become selectable for users on their group board.

    Setting_enabled-1_2.png
  • Changes to this setting will be applied to all groups in the organization.

 

10. Select Language
Invitation emails to new users will be sent out in this language. You can change this setting at the group level. Selecting a language here will not override the language settings of the individual user.

 

 

 

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11. Automated user invitation by group members
Learn more here.


12. Customize certificate
Learn more here.

 

 

 

Customizing group settings
Both Admin and Agent can customize a group's settings.

  1. Log into Gnowbe Dashboard and click Groups.
    Screen_Shot_2022-03-23_at_9.16.13_PM.png

  2. Select the group.
    Screen_Shot_2022-03-23_at_9.16.20_PM.png

  3. Click Settings.
    Screen_Shot_2022-03-23_at_9.16.27_PM.png

  4. Click Group Details.
    Screen_Shot_2022-04-06_at_12.56.36_AM.png

 

We'll explain the various setting changes you can make on this page:

 

2-2.png

 

1. Group Name
You can rename/change your group name here. This change will be visible to your users.

2. Contact Info
Add the group's POC's contact info.

3. Contact Email
Add the group's POC's email address.

4. Select Language
Invitation emails to new users will be sent out in this language (if supported). If not set here, language from organization settings will be used.

5. Customize certificate at the group level
Learn more here.

 

 

2-3.png

 

6. Greetings
Enable/disable greetings on session screens for programs distributed to this group.

Default-7.png

 

7. Members list
Enable/disable the ability for users to view the list of all group members on their group board for programs distributed to this group.

  • If enabled, there will be a View All button below Members on the group board.
    Default-4.png
  • If disabled, there will not be a View All button for users to click.


8. Employee ID required
Enable/disable the requirement for users to input an Employee ID upon account registration when they sign up via the Invitation Link method (see Option 3 here).

  • If enabled, an Employee ID field will appear when a user registers for an account using the group invitation link.
    Untitled_design-188.png
  • If disabled, there will not be an Employee ID field.

 

9. Group board and sharing
Enable/disable the ability for users to view and share responses to their program's group board. This setting is enabled by default. Click here for more information on disabling this setting.

 

10. Weekly journey emails
If enabled, users will receive Gnowbe's Weekly Journey email every Friday at 1:00 PM, users' local time. This email is a summary of the user's recent group activity. Click here to view a sample Weekly Journey email.

 

11. Group is enabled
Enable/disable the group. This setting is enabled by default. Click here for more information on disabling this setting.

 

 

 

 

 

 

 

 

 

 

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Why do fathers take an extra pair of socks when they go golfing? In case they get a hole in one!

*This is irrelevant to the guide; we just want to entertain you for a bit while you’re here! ?

 

 

 

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