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Creating Organizations, Groups and Persons

How to create a new organization?

  • Go to the XR Platform.

Note

Make sure you have the Administrator role. You can change roles by clicking on them and switch to another one in the list.

  • Go to Organizations and press Create.

  • Choose a name for the new Organization.

  • Give the email of the organization, this can be a general email.

  • Choose a default workplace. This will be the main Explore workplace when pressing 'Join Hub' in the VR elevator. To create a new workplace, the Explore module has to be in your Passerelle suite. Here you'll find more guides on how to create a new Workplace.

  • Choose a contact. The person can already exist on the platform or you can create them here. You'll find extra information on how to create a person here.

  • Press Create when ready.

How to edit an existing organization?

  • Go to Organizations.

  • Search for your organization in the list and select it.

  • Here you can change the name, email, contact, default workplace and contact. You can also create new persons or groups.

How to create groups

  • Go to the XR Platform.

Note

Make sure you have the Administrator role. You can change roles by clicking on them and switch to another one in the list.

  • Go to Organizations.

  • Search for your organization in the list and select it.

  • Go to Groups.

  • Here you'll see all created groups in your organization if they already exist and how many persons are in them.

  • Press Create.

  • Choose a name and (optional) an image for the group.

  • Press Create when ready.

  • Your group should now be listed under Groups.

How to add persons to your group?

  • Select a group.

  • Here you can also edit the name and image.

  • Press Add.

  • Select an existing person in your organization to add to this group.

How to create Persons?

  • Go to the XR Platform.

Note

Make sure you have the Administrator role. You can change roles by clicking on them and switch to another one in the list.

There are two main ways to create Persons .

Create persons in Persons menu

  • Go to Persons and press Create

- Here you can add all information of the person. The person must have a unique name and email combination. If the person already exists on the XR Platform of your tenant, it won't be possible to create them again.

  • Select an organization.

  • Select the standard language for the XR Platform.

  • Roles in this window have no real function. You can ignore this.

  • Press Create when finished.

  • You will receive a pop up asking you to create an account for this person. Dismiss this if they don't need to be on the platform.

Create persons in your organization

  • Go to your Organization and press Create

  • Here you can add all information of the person. The person must have a unique name and email combination. If the person already exists on the XR Platform of your tenant, it won't be possible to create them again.

  • Select the standard language for the XR Platform.

  • Roles in this window have no real function. You can ignore this.

  • Press Create when finished.

  • You will receive a pop up asking you to create an account for this person. Dismiss this if they don't need to be on the platform.

A Person needs an XR Platform account

  • You received a pop up message asking you to create an account or go to the person and press Create under Accounts.

  • Choose the XR Platform roles for the person.

    General Platform roles:

    • Administrator

    • Coordinator

    Square specific roles:

    Guide

    • Designer

    • Planner

    • Validator

    Explore

    • Designer

    • Planner

    Teach

    • Designer

    • Trainer

  • Choose whether or not the person will receive a notification for completing their account.

  • Press Create when ready.

  • The person should receive an email with instructions to complete their account.