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Organization

The Organization page shows all users in your sayhii environment. Use it to create users, filter and sort the list, view status, and perform actions such as enable/disable, edit, or remove accounts.

User Information​

Each user row shows:

  • Name — First and last name
  • Email — Email address
  • App Role — User or Admin (admins can access the admin portal)
  • Active — Has the user completed registration on a device?
  • Sync w/ AD — Added via file upload or integration
  • Device ID — Registered device IDs (comma-separated)
  • Manager Name / Email — Manager information (may be blank)
  • Department — Assigned department
  • Disabled — If set, the user cannot sign in or answer questions

Use the table filters and sorting to find users and act on them.

Filter​

Filter the user list two ways:

  1. Include Disabled Users — Toggle the checkbox above the list to show or hide disabled users (hidden by default).
  2. Column Filters — Use the FILTERS icon or the column header menu (three dots) to filter a specific column.

Sort​

Click a column header to sort; click again to reverse the order. Use the column menu for advanced sorting options.

User Actions​

Select multiple users with the checkboxes to bulk-assign departments, enable/disable, or delete.

Enable/Disable​

Use the person icon to toggle a user's enabled state: a filled icon indicates active; an outlined icon indicates disabled.

Delete​

Click the trashcan icon to remove a user. This disables the account but preserves historical responses; the user will appear as "disabled" in reports.

Edit User​

Click a user row (except the checkbox) to open the Edit User dialog and update attributes.

User Name​

Edit the user's first and last name.

Application Role​

Set the user's application role. Admin grants full portal access. Manager is currently equivalent to User. User permits portal sign-in.

Manager​

In Manager Assignment, choose any loaded user as the manager by typing a name or email to search.

Department​

Use the Department Assignment dropdown to search and select a department. When a hierarchy exists, departments are shown with their full path using > as a separator.

Additional Information​

You can also set corporate role and job function; these are optional and used for reporting.

Create User​

Click the Add user button (person +) to open the Edit User dialog in create mode. Only an email address is required to create an account.

tip

If your organization uses an HRIS integration, users marked terminated or removed in the HRIS will be removed from sayhii automatically. To remove someone locally without affecting HRIS data, disable the user instead of deleting them—deleted users may be recreated by the HRIS sync.

Department information​

info

The department management feature is in beta and available by request. Contact us to enable it.

The Departments tab lets you define and manage an organizational hierarchy for reporting. Use it to create departments, rearrange the hierarchy, import a hierarchy file, and review an audit log of changes.

Search the department hierarchy by name. Results show matching departments plus their parent chain to indicate location.

Bulk Operations​

Bulk operations lets you upload a CSV or JSON file to define a department hierarchy. The system previews changes (create/update and parent/child adjustments) before applying them. Uploads do not delete departments.

Audit Log​

The audit log records hierarchy changes, timestamps, and the user who made each change.

Create Top Level Department​

Use the plus button to create a new top-level department.

Expand/Collapse Departments​

Use the expand/collapse icons to expand or collapse the entire hierarchy.

Edit Department​

Click the pencil icon on a department to open its edit dialog.

Department Name​

Edit a department's name.

Parent Department​

Changing a department's parent moves it (and its assigned users) within the hierarchy.

Add Child Department​

Click a department's plus button to add a child department.

Delete Department​

Use the trash can to delete an empty department (no users or child departments).

Informational icons​

  • Level — Displays the hierarchy level (depth limit: 6).
  • Members — Shows user count; parenthesis indicates total including child departments.

Drag and drop​

Rearrange departments by dragging and dropping. Dropping a department onto another sets it as a child of the target.