To be able to manage your organization you need an Enterprise Speakap account and an admin role.
Every organization works differently and therefore has a unique way of working with regard to the division of their organization. With Speakap you are able to divide your network in such a way that it resembles your organization. As an organization, you are in charge of which channels your employees can communicate through and which documents they can access.
Below you will find a description of how you can be in charge of your Speakap organization.
Designing the organization structure:
- Log in to the network or via login.speakap.com
- Click on your profile picture on the right top and on Organisation Settings
- Optional: pick different names for Business Unit and Department.
Within Speakap you can choose to change the term Business Unit to Division, Location, Region or Store.
This is also the case for Department --> Division, Location, or Team.
In the below screenshot, it shows that Business Unit & Department term has been changed to Region and Location:
Notice that when you change the terms of Business Unit and Department, the left menu also changes and the 'Example of your organization' too.
Making a business unit:
- Log in to the network or via login.speakap.com
- Click on your profile picture on the right top and on Organisation Setting;
- Click on Business Unit;
- Click on the +Business Unit button
- Enter the name
optional: 'Assign to existing group', this is only applicable if you want to migrate a current group to a Business Unit
- Optional: Disable posting on the Timeline.
- Finally, click on 'Create'
Managing Business Units
- Log in to the network or via login.speakap.com;
- Click on your profile picture on the right top and on Organisation Settings;
- Click on 'Business Units' in the left side menu;
- Click on the name of the business unit
- In the 'General' tab, you can change the name of the business unit. The 'External Identification' is used if your employees are managed through User Sync, you will need to add the external identifier for this business unit. We use this external identifier to know which users to add to this business unit. You can also use this external identifier to refer to a specific business unit in, for example, third-party applications
- In the 'Users' tab, you can add users, that are in the network, to your Business Unit with the 'Add" button. Type in the name of the person, decide which role he/she should get and in what departments they belong
- In the 'Departments' tab, you are able to add several departments. Have you not created departments yet? Check out the step-to-step plan down below. However, if you do have your departments set, select them and create the "local department".
- In the 'Preferences' tab, you can decide if all the members of the network may post on the timeline (this is automatically enabled). Admins are always allowed to post
- In the 'Widgets' tab, you can manage all the widgets and change the order
Creating a department
- Log in to the network or via login.speakap.com;
- Click on your profile picture on the right top and on Organisation Settings;
- Click on 'Departments';
- Click on the +Deparment button to create a department
- Enter the name
optional: 'Assign to existing group', this is only applicable if you want to migrate a current group to a Department - Finally, click on 'Create'