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OxeLead ⦁ Sub-Organizations Feature

  • Updated

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Overview     –– This article will tell you about SUB-ORGANIZATIONS in OxeLead and how to manage them in your account ––

OxeLead is built to accommodate Organizations with multiple Locations and/or Sub-Organizations within their enterprise.

SUB-ORGANIZATIONS are typically separate companies that operate independently but are owned under the same “parent company.” Each can have different names and provide different offerings.

In OxeLead, they are created under one Organization account, the "parent company," but can be setup with full permissions to manage itself separately.

 

On Screen Tutorial

01.   Where To Find

Use Navigation Panel to select ADMIN tab and then ORGANIZATIONS  from the dropdown.

02.   Search Box

Use Search Box to quickly find an entry or narrow results in list.

03.   Head Organization

The Account Owner info is displayed here. This is the Parent Company over Sub-Organizations. Click the PENCIL icon to edit info.

04.   Location Filter

Select a LOCATION from the dropdown to filter results.

05.   Add New Sub-Org.

Click button to create a new Sub-Organization to be managed under this account.

06.   Edit/Manage Sub-Orgs.

Click the three dots next to a listed entry to EDIT Sub-Organization info or MANAGE users.
 

 

 

How To Set Up Sub-Organizations In OxeLead

01

Go to ADMIN

Sign in to your OxeLead account and use navigation panel to select ADMIN tab and then ORGANIZATIONS from the dropdown.

If your Organization has multiple Sub-Organizations, this is where you will create a new entry for each one.

02

Add SUB-ORGANIZATIONS

Select ADD SUB-ORGANIZATION and enter new entry info:

  • Name

  • Domain

  • Address (optional)

  • Contact Info

Repeat this step until all Sub-Organization have been added.

NOTES: 

  • Sample Domains: myorgname.com, myorgname.org

  • Domain names will be a part of the client’s login credentials. For example, John Doe’s login for an Organization with a domain name of bamboogym.org could be: jdoe@bamboogym.org

  • New domains added to your OxeLead account will need to be BackOffice verified by OxeFit staff. Once a domain has been approved, it can be used for other Sub-Organizations within your account.

03

Add SUB-ORGANIZATIONS

Once your domain names have been approved by an OxeFit team member, you will now be able to manage your Sub-Organizations.

Find the desired Sub-Organization from  list and click the three dot icon next to it (under the column labeled "Actions"). 

Select MANAGE button. You will be redirected to the ADMIN panel in the Sub-Organization. A red “managing” box should appear in the top right-hand corner with the name of the Sub-Organization that you are now actively managing.

NOTES: 

  • If you do not see the manage button or the review status on your domain name says “PENDING,” there may have been an issue with your domain name submission. Please contact support@oxefit.com for help.

04

Add MEMBERS, WORKOUTS, SCHEDULES, DEVICES

Members, workouts, schedules, and devices can all be managed in the same manner as the Parent Organization. 

NOTES: 

  • Entries are completely unique to the Sub-organization and are not shared with the Parent Organization. 

  • However, subscriptions and licenses are shared from the Parent Organization at this time. To view subscriptions / license consumption, go to the ADMIN tab and select ACCOUNT from the dropdown list.

05

Exit SUB-ORGANIZATIONS

To leave the Sub-organization management view, click the exit button in the top right-hand corner of the screen inside of the red “managing” box. You will be redirected back to the Parent Organization.

NOTES: 

  • Sub-Organizations cannot contain other Sub-organizations. If you are viewing from a Sub-organization account, you will not see the “Add Sub-Organization” button nor will you see a list of other sub-organizations.

 

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