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StrategiQ Documentation

Organization Settings

Organization settings let administrators manage organization-wide features including tags, user access, and general settings.

Accessing Organization Settings

Organization administrators can access settings through:

  • The settings icon in the sidebar
  • The organization menu

Organization Roles

There are two organization-level roles:

RoleCapabilities
AdminManage organization settings, view all plans/groups for permission management, manage members
MemberView organization information only

Managing Tags

Tags help organize actions across the organization. All tags are organization-wide.

Creating Tags

  1. Open Tag Settings

    Navigate to Organization Settings > Tags

  2. Click “Add Tag”

    Start creating a new tag.

  3. Enter Tag Details

    • Name - Short, descriptive label
    • Color - Choose a distinguishing color

  4. Save

    The tag is now available across all plans and steering groups.

Tag Best Practices

Good tags:

  • Categories: “Budget”, “Marketing”, “HR”
  • Priority levels: “Urgent”, “Quick Win”
  • Projects: “Website Redesign”, “Annual Report”

Avoid:

  • Too many tags (creates confusion)
  • Overlapping tags (unclear which to use)
  • Overly specific tags (rarely reused)

Editing Tags

  1. Find the tag in the list
  2. Click to edit
  3. Modify name or color
  4. Save changes

Changes apply immediately to all actions using that tag.

Deleting Tags

  1. Find the tag to delete
  2. Click the delete option
  3. Confirm deletion

User Management

Organization administrators can manage who has access to the organization.

Viewing Members

The Members section shows:

  • All organization members
  • Their role (Admin or Member)
  • When they joined
  • Their activity status

Adding Members

  1. Click “Add Member”

    Open the member invitation form.

  2. Enter Email Address

    The person’s email address.

  3. Select Role

    Choose Admin or Member.

  4. Send Invitation

    The person receives an email to join.

Changing Roles

  1. Find the member in the list
  2. Click their current role
  3. Select the new role
  4. Confirm the change

Removing Members

  1. Find the member to remove
  2. Click the remove option
  3. Confirm removal

Understanding Permissions

StrategiQ uses a three-level permission system:

  • Admin: Manage org settings, view plans/groups for permission management
  • Member: View organization information

Organization permissions don’t grant access to content.

Key Principles

  1. Access is explicit - No one has access unless granted
  2. Levels are independent - Org admin ≠ Plan owner
  3. Plan ≠ Steering Group - Different permissions for each

Organization Information

View and edit basic organization details:

  • Name - Your organization’s name
  • Description - Brief description
  • Logo - Organization logo (if supported)

Subscription Information

View your organization’s subscription status:

  • Current plan level
  • Feature limits
  • Billing information (if applicable)

Best Practices

For Admins

  • Regular audits - Review member list periodically
  • Consistent tags - Maintain a manageable tag system
  • Clear roles - Assign appropriate permission levels

Permission Management

  • Least privilege - Give only necessary access
  • Document access - Know why each person has access
  • Regular reviews - Remove access when no longer needed

Onboarding New Users

  1. Add to Organization

    Invite them as an organization member.

  2. Grant Plan Access

    Add them to relevant plans with appropriate roles.

  3. Grant Steering Group Access

    Add them to relevant steering groups.

  4. Share Documentation

    Point them to this user guide.

Troubleshooting Access

If a user can’t see something:

  1. Check organization membership - Are they in the organization?
  2. Check plan permissions - Do they have access to the plan?
  3. Check steering group permissions - Do they have access to the group?

Remember: Each level requires explicit access.

Next Steps