Organization Management
Here you can manage your organization in Loome, such as your organization details, users, tenants (and specific tenant users), features and outbound email domains for your organization.
Manage your Organization
- Organization: To view your organization details, you can click on Organization in the left-hand menu.
- Roles: To manage your organization users, click on Roles in the left-hand menu. You can add and modify users and their roles for managing the organization.
- Tenants: You can click on Tenants in the left-hand menu to manage the tenants in your organization. You can manage users and application roles in each tenant, view your subscription and expiry dates, and manage tenant details.
- Features: To manage the features you can enable in your organization, such as users and groups, you can click on Features in the left-hand menu.
- Outbound Email Domains: Manage the email domains that are approved and restricted.
Organization
To view your organization details, click on Organization in the left-hand menu.
Administrators can update the organization’s address.
Roles
You can add and modify users and their roles in managing the organization. (To manage the users of tenants in your organization, please find these tenant roles in Tenants.)
Organization management roles include Administrator, Billing, Technical, and Viewer.
- Members with the Administrator role have full control of the organization. Owners can transfer ownership to an administrator.
- Members with the Billing role are billing contacts for the organization.
- Members with the Technical role are technical contacts for the organization.
- Members with the Viewer role have read-only access to the organization and cannot make any changes.
The following steps vary depending on whether your organization has enabled user or group lookup.
Click on Roles in the left-hand menu.
Choose a role from the tabs at the top of the page, and click on Add Member at the top-right.
Choose a role type of user or group.
Users that are guests to an organization can only add users manually.
Manually Add Users
Type in the email address of the user and then click Add.
Click on Invite and this user will receive an email invitation. This email will contain a link to Loome. This user can then log in, and can access Loome with the permissions of the role you have selected.
Search for Users and Groups
If your organization has enabled lookup, you can search for a user or group in your organization.
Type in the name of the user or group.
Click on your chosen users or groups from the dropdown. They will be displayed beneath the dropdown. You can also manually add an email address and select the first option from the dropdown.
(You can view the members of a group after selecting the group and clicking on the group icon beside it.)
Click on Submit to save the chosen user(s).
Delete Users
Click on the Delete button at the end of a row beside a user’s name to delete them from organization management.
Tenants
Click on Tenants in the left-hand menu to view and manage the tenants for this organization. You can manage users and application roles in each tenant, view your subscription and expiry dates, and manage tenant details.
Existing Tenant Actions:
- View the tenant by clicking on the tenant name.
- Edit the name and description of the tenant.
- Manage the roles of users in a tenant.
- Manage the API keys of a tenant.
- Delete a tenant.
You can add a new tenant to this organization at the top-right.
Click on Add Tenant and then provide a Name, Description, and Module Type from the dropdown.
Save and the new tenant will be created in the organization.
Features
View whether features are enabled or manage the features you can enable in your organization, such as users and groups.
Click on Features in the left-hand menu.
- You can then choose to enable ‘User and Group Lookup’ as per the instructions here. This will allow users of your organization to look up users and groups through your provider when managing application access.
- You can also enable the embedding of reports and dashboards from Microsoft Fabric by authorizing ‘PowerBI.com’.
Outbound Email Policy
In the left-hand menu, click on Outbound Email Policy.
Here, administrators can view and manage organization outbound email policy, by managing an authorized list for approved domains that will block outbound emails to external domains, and also review these blocked emails.
At the top of the page you can view the policy enforcement, the number of authorized outbound domains and the number of blocked outbound emails.
Authorized Outbound Domains
You can add or remove domains in the Authorization list.
Specify domain(s) to restrict sending emails only to those domains.
Click on Add Authorized Domain.
You can then type in the domain, for example, ‘organization.com’.
Then click on the checkmark on the right and it will be added to your authorized list.
Emails sent to other domains are automatically blocked and logged.
If you do not add any domains to the Authorized List and leave it empty, it will impose no restrictions and will allow all emails sent to all domains.
Any changes may take up to 15 minutes to take effect.
You can view the date a domain was authorized in the list.
You can delete an authorized domain from the list on the right in the actions column.
Blocked Outbound Email
You can view emails that were blocked for up to 7 days. It will display the recipient address, subject, send date, tenant name and module of the email.
If you find valid outgoing email that has been blocked, you can add the domain to your authorized domains list.
Logs for past activity are automatically removed after 7 days.