Responsibilities and Privileges of Organization Administrators in Zoho Analytics

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An Organisation Administrator in Zoho Analytics runs the day-to-day administration of an organisation: workspaces, users, data connections and sharing. It is the right role for a BI lead or system owner who needs broad control without owning the account. This guide covers what the role can and cannot do, and how to add or change it.

What an Organisation Administrator can do

  • Create workspaces
  • Add users and Workspace Administrators
  • Configure business connectors and data imports
  • Create tables, reports and dashboards
  • Share and publish views

What they cannot do

  • Rename or delete the organisation
  • Add, activate or deactivate other Organisation Administrators
  • See other organisations in the account, or workspaces outside the organisation they are assigned to

How to add an Organisation Administrator

Only the Account Administrator can do this, and the role is available on the Standard plan and above.

  1. Go to Organization Settings > Manage Users.
  2. Click Add New Users.
  3. Select Organization Admin as the role, enter the email address and click Add.

To promote an existing user, hover over them in Manage Users, click Change Role, select Organization Admin and click Apply.

How to remove or change the role

  • Change the role: hover over the user in Manage Users, click Change Role, pick a new role and click Apply.
  • Remove the user: select them in Manage Users and click Delete. Reports they created remain in the organisation.

Good practice

  • Keep the number of Organisation Administrators small and review it regularly.
  • Use Workspace Administrator instead where someone only manages one area.

Frequently asked questions

Who can add an Organisation Administrator?

Only the Account Administrator. The role is available on the Standard plan and above.

Can one person be an Organisation Administrator in several organisations?

Yes. A user can hold the role in more than one organisation, but they only see the organisations they have been assigned to.

Can an Organisation Administrator delete the organisation?

No. Renaming or deleting the organisation, and adding or deactivating other Organisation Administrators, are reserved for the Account Administrator.

Need help?

Need help with Zoho Analytics administration? Email support@thoughtlogik.com or see our BI and reporting services.

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