Summary
The Organization Profile in Neon Portal provides a one-stop shop for managing information about your organization. Read on to see what your users can manage on the Org Profile!
Content
Summary information: addresses, websites, EIN, and more
How to manage Users and Contacts
Monitor Users' Neon One Academy activity
Page Access
Neon Portal administrators will see links to their organizations' Org Profiles on the Neon Portal navigation bar. Login to Neon Portal and click on the My Organizations dropdown to locate the Org Profiles for which you have access.
If you do not see your organization under this dropdown, reach out to administrators at your organization for access. If you are an administrator and need to provide access to another user, please see the User Fields in the People Management section below.
Content Panels
The following panels can be found on the Org Profile.
Summary
The Summary panel holds basic information about your organization. Here you can see and edit your organization's name, EIN or Tax ID, time zone, billing address, shipping address, and websites. Both Neon Websites and your self-input website will appear in the Websites list. The former will appear automatically once you create a Neon Website, and that URL will be uneditable. The self-input website (such as a Facebook page or other unaffiliated site) can be edited at any time.
To change any of the Summary information, click the edit pen. Be sure to save your changes.
People Management
The People Management section includes the Users, Contacts, and Training tabs. Here, you can:
- Search for Users and Contacts
- Add and remove Websites Users
- Add, edit, and deactivate Contacts
- Review Users' Neon One Academy training
Users and Contacts
Users Tab
User Definition: Users are individuals at your organization that can login to Neon One products (CRM, Pay, AP, etc.). Every User has an associated Contact record.
The Users table shows a list of every User that has ever had access to an application for your organization. You can see which Users can currently access an application for your organization via the Application Access column. If the column is blank, that means that User cannot login to any apps associated with your org. Hover over an icon to see which application it represents.
The User Type column shows the Portal User Type of each User. This does not correspond to the User Type within the application itself. In other words, a CRM Administrator may not show "Admin" in this column. Vice versa, a User can be a Neon Portal Admin without being an Admin within CRM or other apps.
The Status column corresponds to a User's "Organization User" record. This record is created when a User is first associated with your organization. At this time, Organization User records cannot be deactivated; all User deactivation is done in individual apps. To see what Users can access, we recommend checking the Application Access column. If an individual leaves your organization, we recommend making sure their User Type = User and not Admin. This is because even if all application access has been removed, the User will still be able to login to Neon Portal. If they are User Type = Admin, they will be able to reach the Organization Profile. See the section below for instructions.
User Fields
User fields cannot be directly edited, but Users' Portal Roles can be updated. Neon Portal admins are able to access the Organization Profile page and edit other Users and Contacts. Names can be edited via Contact Management as outlined in the Contact Fields section.
You can also send Users password reset emails. The Application Access column shows which Neon products a given User has access to. Hover over the icon to see which application it is for. If a User needs to have access to a given application revoked, you should navigate to that application to deactivate them.
Contacts Tab
Contact Definition: Contacts are individuals associated with your organization.
The Contacts table shows a list of every Contact that has ever been associated with your organization.
Not every Contact logs in to Neon products, so not every Contact will be a User. This is why it is possible that your organization will have more Contacts than Users. For example, you may have an attorney that helps your organization read over contracts. This individual may be listed as a Contact for your organization, but they will not be listed as a User because this individual will not use any Neon One products themselves.
Contact Fields
As an administrator for your organization, you will be able to manage certain Contact fields for your organization's Contacts.
The editable Contact fields include first and last name, job title, and phone number. Your Users can also edit these fields themselves on their User Profile.
Name edits will carryover from the individual's Contact to their User.
You can also edit your organization's primary, technical, and billing Contact from this table. Each organization can only have one primary, one technical, and one billing Contact, so please be sure to update these Contacts carefully. The same person can be more than one of these Contact types.
User and Contact Creation
Neon Websites
If you are a Neon Websites client, User management for Websites users will be done on the Org Profile. To add a Website user, open the Create New User form. You will be asked for an email, a role, and whether you would like to extend Neon Websites access. All other Neon Product access is managed within the respective apps. To remove Website access, edit the User and uncheck the box next to the Website.
Contacts
If you have a new individual at your organization that needs to receive Neon One communications, you can add them through the Create New Contact form. We require a name and email to create the Contact record. Please keep in mind that creating the Contact does not provide access to any Neon One products. If a new individual at your organization needs product access, you should invite them within that app rather than creating a Contact. Adding them to the app will automatically create a User and associated Contact record for them.
Training
The People Management table's Training tab allows you to review the Neon One Academy training status of all Users at your organization. The table is sorted by the most recent enrollment. Each row represents one Course enrollment for one User. You can review the number of Lessons they have completed.
This tab can be filtered by Course completion (Not Started if 0 complete, In Progress if 0 < x < all complete, Complete if all complete) and Course Title. Only Courses that Users at your organization are enrolled in will appear in the Courses filter.
In order to view one User's Course activity, you can search by their name or email address. To review every Users' Course activity at once, you can sort the Name column to group all of a given User's rows together.
FAQ
How do I know if one of my users can see this page?
Admin user types can see the Org Profile. Login to your Org Profile and check the User's User Type in the People Management table. You can adjust their access respectively via Manage Permissions.
Why does my org have more than one contact for the same user?
Contact-User connections are based on the email. If an individual has used more than one email while in contact with Neon One, they may have multiple Contact records. To keep your People Management lists organized, you should deactivate any emails that are no longer in use.
Who do I contact if I have questions about the information displayed on this page?
Please send an email to the Client Account Specialist Team.