Organization User Guide

See the 'Organization and Member' section in the Tehama Introduction for an introduction to the concept of an organization in Tehama.

Essentially, an organization is an account for your company in Tehama.

There are two facets to organization management:

Understand your organization's status:

  • Account status - understand the state of your organization's account

Organization Member and Team Management

If you have the Org Admin role for your organization, or you have the Org Manager role, or you have the Room Manager role, you are responsible for managing membership in your organization. This is done under the MEMBERS tab in the navigation bar.

 • View org members/teams

The Org Admin, Org/Room Managers of an organization can view members and teams.

The MEMBERS user interface allows you to view, in a list, members in a selected team or all members.

View all members

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Select the "All Members" option in the team-selector field.

Members selector field with All Members selected

This provides a list of all the members in your organization, regardless of what team or teams they may belong to. These are the users you have invited, usually from your own work/corporate organization to become part of your Tehama organization. This is the list of users you can add or request be added to Rooms your organization is participating in.

Each member entry in the list shows the Rooms that the member belongs to (under the Rooms Assigned column) and Desktop templates that the member is assigned to (under the Desktops Assigned column). If there is more than one Room or Desktop template for the member, just the number of Rooms and Desktop templates is shown - click on the tooltip beside the number to see their names, up to the first five.

View members in a selected team

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Select the name of the team you want to see members for in the team-selector field.

Members selector field with team selected

This provides a list of all the members in the selected team.

Filter the displayed list

The list under the MEMBERS tab displays the following information for each member:

  • Member: the name of the member (preceded by the avatar for that member)
  • Role: the role of the member (Staff, Room Manager, Org Manager or Org Admin)
  • Rooms Assigned: the number of Rooms the member belongs to
  • Desktops Assigned: the number of Desktop templates the member is assigned to
  • Status: the status of the member (Active, Pending or Deactivated)

You can filter the list of members being shown (whether the list is of a team or all members) through filters on the Role and Status columns.

To set/unset a filter:

  • click on dropdown arrow next to the column name to open the filter options menu.
  • click on the "All" filter option to turn it on; to turn it off unset one of the other filter options.
  • click on a filter option to toggle it on or off.

Role Filter: Set the "All" filter option on to see members of every role. Set a subset of the "Staff", "Room Manager", "Org Manager" and "Org Admin" filter options on to see only members with the roles in the subset.

Status Filter: Set the "All" filter option on to see members of every status. Set a subset of the "Active", "Pending" and "Deactivated" filter options on to see only members with the statuses in the subset.

Note that an entry whose text overruns the column can be expanded by clicking within the text field in the entry. (Avoid clicking on the text itself if it is a link.)

 • Add members to org

The Org Admin user and Org/Room Managers of an organization can add members to the organization under the MEMBERS tab.

You can invite members individually, or multiple members at once from a CVS (comma separated values) file.

To invite a single member:

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Click the NEW dropdown menu to open it.
  4. Select Add New Member. The ADD NEW MEMBER dialog will appear.
  5. Enter the member information into the dialog:
    • Name
    • Email Address
    • Role (Org Admin and Org Manager users can create Staff, Org Manager or Room Manager users. Room Manager users can create Staff or Room Manager users.)
    • Room (Optional - select one or more Rooms from the list of Rooms. This list of Rooms consists of all the Rooms the Organization owns and/or is connected-to (determined when a Room is created) or has been invited to join as a third-party organization in the Room.)

      Note: You can, from here in the MEMBERS tab, assign additional rooms from this list after the member is created, or you can add Room members directly from the interface for a Room (first ensuring the organization has access to the Room, of course.)

    • Team (Select one of the team created in the previous step or leave this blank)
  6. If you wish this dialog to be automatically redisplayed after inviting this member, so you can add another member, click to place a checkmark in the Send and invite another checkbox.
  7. Click INVITE.

The new user will be sent an email invitation to create a user account in Tehama and then added as a member to your organization, and also added/proposed as a member in the selected Room(s) (if you selected one or more Rooms in the dialog). Until the user accepts the invitation you will see their status as 'Pending'. You can resend the invitation to the user from the user's entry in the list.

For more information on roles and their permissions see the Roles User Guide.

To invite multiple members at once from a CSV (comma separated values) file:

  1. Construct a spreadsheet with the following format:

    With optional ROOMS column:

    csv member spreadsheet

    Without optional ROOMS column:

    csv member spreadsheet without rooms column

    • The column names are:    FIRST_NAME, LAST_NAME, ROLE, EMAIL and ROOMS.

    • The ROLE column is optional. If you choose to include the column, the value is optional. Values are 1 or 2 or 9 where: Staff is 1, Org Manager is 2 and Room Manager is 9. If no value is provided, the role value defaults to 1 (Staff).

    • The ROOMS column is optional. If you choose to include the column, the value is optional. Provide a value in this column if you want to simultaneously add the user to a set of Rooms. Otherwise leave it blank.

      ROOMS column value format:
      The format for the ROOMS column value is a string of Room elements separated by semi-colons:

      <Room name>. . .<Room ID number>. . .;<Room name>

      Note: Room names may contain spaces.

      Find Room names in the table displayed on the ROOMS tab.

      Find the Room ID numbers as follows:
      1. Navigate to the ROOMS tab and select the Room from the list.
      2. Click on the Room's CONNECTION tab.
      3. Look at the url in your browser. It should look like this:
        <your-org-subdomain>.tehama.io/app/2/provider/rooms/12/connect
        The Room ID number is the number preceding /connect. In the above example, this is 12.
      Examples:
      1. RoomSeven
        - This adds the proposed user to the Room with name "RoomSeven".
      2. RoomEight
        - This adds the proposed user to the Room with name "RoomEight".
      3. 7;RoomEight
        - This adds the proposed user to the Room with ID "7" and also to the Room with name "RoomEight".
      4. RoomSeven;8
        - This adds the proposed user to the Room with name "RoomSeven" and also to to the Room with ID "8".
  2. Generate a CSV file from your spreadsheet.
  3. Log in to the Tehama Web UI.
  4. Click on the MEMBERS tab.
  5. From the MEMBERS tab, click the NEW dropdown menu at the top right of the page then select the Import Members option.
    New member dropdown menu

    The IMPORT MEMBERS dialog will be displayed. Import members dialog

  6. Click the UPLOAD AND INVITE ALL button in the dialog and follow instructions for uploading your CSV file.

Each member in the CSV file will be sent an email invitation to create a user account in Tehama and then added to your organization, and also added/proposed as a member in the Rooms specified in the CSV file (if you specified any). Until a user accepts the invitation you will see their status as 'Pending'. You can resend the invitation to a user from the user's entry in the list.

For more information on roles and their permissions see the Roles User Guide.

 • Resend member invite

In the event the original email invitation link has expired, a new invite may be generated and sent. Follow these steps to resend an invite:

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Either:

    1. Click name of the invited, but still pending, member you wish to resend an invite to.
    Or:
    1. In the row for the pending member, click on the three vertical dots menu under the Actions column.
      member row in members page actions menu open
    2. Select the View Invitation Link item.
    You will see the basic-info dialog for pending members.
    basic info dialog for pending member

  4. In the resulting screen, Click the blue RESEND INVITE button.

    • If there is a need to send the link manually, you can copy the invitation link presented in the dialog.

 • Assign members to Rooms

The Org Admin user and Org Managers and Room Managers (only for Rooms to which they themselves are assigned) of an organization can assign members in the organization to one or more Rooms from the MEMBERS tab in the navigation bar of the Tehama Web UI.

Note that the Rooms that the members can be assigned to from here in the MEMBERS tab are Rooms the organization has joined.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Either:
    1. Select the member or members you wish to assign to a room/rooms by clicking in the checkbox to the left of each member's name.
      Selected Member Row in members page
    2. At the bottom of the page, click the Assign Room icon assign icon.
    Or:
    1. In the row for the member you wish to assign to a room/rooms, click on the three vertical dots menu under the Actions column.
      member row in members page actions menu open
    2. Select the Assign Room item.
    You will see the ASSIGN ROOM dialog. The dialog will provide a dropdown list of Rooms.
    The Rooms in the dropdown list will consist of Rooms that your organization has joined, either as the Room's owner organization, the Room's connected organization or as a user organization in the Room.

  4. Select one or more Rooms to which you want to add the member or members.

    NOTE:
    The text on the button at the bottom of the dialog will differ depending on the first selected Room, as follows:
    • If your organization is the connected organization for the first selected Room, then the button at the bottom of the dialog will be ASSIGN <number of members to be assigned> MEMBER(S).
    • If your organization is not the connected organization for the first selected Room, then the button will be PROPOSE <number of members to be assigned> MEMBER(S).

    Clicking on the button will:
    • immediately add the selected members to those selected Rooms for which your organization is the connected organization.
    • propose membership of the selected members in those selected Rooms for which your organization is not the connected organization. The connected organization for each of these selected Rooms will be alerted of the proposal and approve or deny membership for each member.

      If a selected member is already a member of a selected Room/Rooms, the 'assign' or the 'propose' action will have no affect on the member's current status in the room.

  5. Click the ASSIGN <number of members to be assigned> MEMBER(S) or the PROPOSE <number of members to be assigned> MEMBER(S) button. You will see the SUCCESS dialog.
  6. Click CLOSE to close the dialog, or, if you only selected one Room, click GO TO <ROOM NAME> to go to the interface for the Room.

For each Room you selected in the above procedure where...
... you are the Org Admin user or an Org Manager or a Room Manager (who is a member of the Room) in its connected organization, the member(s) will be immediately added to the Room/Rooms - just as though you followed the procedure to Add Room members from the Room's members tab in the Room Membership User Guide.

For each Room you selected in the above procedure where...
... you are the Org Admin user or an Org Manager or a Room Manager (who is a member of the Room) in another organization in the room (i.e.: not the connected organization), the member(s) will be proposed for membership in the room - just as though you followed the procedure to Propose Room members from the Room's members tab in the Room Membership User Guide.

Note, it is also possible to assign a member to one or more Rooms while adding the member to the organization. See section Add members to an organization for more details.

 • Delete members from org

The Org Admin user and Org/Room Managers of an organization can delete a member from the organization from MEMBERS tab.

Note: If the organization has enabled Single Sign On (SSO) and SCIM user provisioning as its authentication method, delete or un-assign members from Tehama in the identity provider used. (See Single Sign On (SSO) and SSO User Provisioning in the Authentication User Guide for more information.)

WARNING: When you delete members, they and all their individual Desktops and any of their shared Desktops that have no other users will be permanently deleted from the organization. Members will also be removed from all Rooms that they were a member of and all active sessions of the member will be terminated.

  • Option 1 (allows for bulk deletions):

    1. Log in to the Tehama Web UI.
    2. Click on the MEMBERS tab.
    3. Select the member you wish to delete by clicking in the checkbox to the left of the member's name. Select multiple members for bulk deletions.
      Selected Member Row in members page
    4. At the bottom of the page, click the Trash Can icon. You will see the DELETE MEMBER(S) dialog.
    5. Confirm that you want to continue with the deletion and click DELETE.
  • Option 2:

    1. Log in to the Tehama Web UI.
    2. Click on the MEMBERS tab.
    3. In the row for the member you wish to delete, click on the three vertical dots menu under the Actions column.
      member row in members page actions menu open
    4. Select the Delete Member item. You will see the DELETE MEMBER(S) dialog.
    5. Confirm that you want to continue with the deletion and click DELETE.

 • View members' basic info

The Org Admin and Org/Room Managers of an organization can view basic information about another member from the MEMBERS tab.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. In the row for the member you wish to view, click on the three vertical dots menu under the Actions column.
  4. Select the View & Edit Member item. You will see the member basic-info dialog. The dialog will have different options depending on your role and whether or not this is your own basic-info.

 • Edit member role

The Org Admin user and Org/Room Managers of an organization can edit a member's role from the MEMBERS tab.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. In the row for the member you wish to view, click on the three vertical dots menu under the Actions column.
  4. Select the View & Edit Member item. You will see the member basic-info dialog.
  5. Click on the Role dropdown field under the member's name and select the new role.

 • Reset member password

The Org Admin user and Org/Room Managers of an organization can reset a member's password from the MEMBERS tab.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. In the row for the member you wish to view, click on the three vertical dots menu under the Actions column.
  4. Select the View & Edit Member item. You will see the member basic-info dialog.
  5. Click on the RESET button next to the Password field. The member will receive an email containing a reset password link.

 • Reset member MFA

The Org Admin user and Org/Room Managers of an organization can reset a member's MFA from the MEMBERS tab.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. In the row for the member you wish to view, click on the three vertical dots menu under the Actions column.
  4. Select the View & Edit Member item. You will see the member basic-info dialog.
  5. Click on the RESET MFA CODE button next to the Multi-Factor Auth field. The member will be prompted to reset their MFA code the next time they log in.

The Org Admin user and the Org Managers of an organization can also reset a member's MFA from the link in a reset MFA code request email. (This email is sent when a member clicks on the Request new MFA code text while logging in to the Tehama Web UI.)

  1. Open the email and click on the reset link.
  2. Log in to the Tehama Web UI. The requesting member's profile page will appear. The MULTI-FACTOR AUTH sidebar item will be selected.
  3. Click on the RESET MFA CODE button. The member will be prompted to reset their MFA code the next time they attempt to log in.

 • Edit own member profile

All members of an organization can view and/or edit their own personal profile information.

  1. Log in to the Tehama Web UI.
  2. Select Profile from the user drop-down menu at the bottom left of the Tehama Web UI.
  3. Select the PROFILE sidebar item.
  4. If desired, make changes to your profile and click SAVE.

If you are an Org Admin or Org/Room Manager user, then you can also get to your PROFILE page through the MEMBERS tab:

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. In the row with your member name, click on the three vertical dots menu under the Actions column.
  4. Select the View & Edit Member item. You will see the member basic-info dialog for you.
  5. Click EDIT in this dialog. This brings you to the PROFILE page for your member.
  6. If desired, make changes to your profile and click SAVE.

 • Reset own password

  1. Log in to the Tehama Web UI.
  2. Select Profile from the user drop-down menu at the bottom left of the Tehama Web UI.
  3. Select the PASSWORD sidebar item.
  4. Enter your current and new password then click CHANGE PASSWORD.

If you have forgotten your password, you can, while attempting to log in to the Tehama Web UI ...

  1. Click on the text Forgot your password found at the bottom of the login dialog. This will display the FORGOT YOUR PASSWORD? dialog.
  2. Enter your email (the email you use to log in to Tehama) in the dialog.
  3. Click SUBMIT. An email containing a reset password link will be sent to you.
  4. Open the email and click on the reset link. You will be directed to the password reset page.
  5. Enter your current and new password then click CHANGE PASSWORD.

 • Reset own MFA code

  1. Log in to the Tehama Web UI.
  2. Select Profile from the user drop-down menu at the bottom left of the Tehama Web UI.
  3. Select the MULTI-FACTOR AUTH sidebar item.
  4. Click RESET MFA CODE.

If you need your MFA code to be reset, you can, while attempting to log in to the Tehama Web UI ...

  1. Click on the text Request new MFA code found at the bottom of the "Multi-Factor Authentication" dialog.
  2. Click YES, SUBMIT REQUEST. This will send an MFA code reset request email to the Org Admin user of your Tehama organization. (If you are the Org Admin user for your organization, a Tehama support ticket will be created instead.)
  3. Click CLOSE.

NOTE:
For organizations that have enabled Single Sign On (SSO), Staff members and Org/Room Managers will reset their passwords through the chosen identity provider. The Org Admin user of an organization that has enabled SSO must create a support ticket through Tehama Support in order to reset their Tehama password and MFA code.

See the Authentication User Guide for more information on SSO.

 • Create a team

Teams are useful for creating groups of members that you will usually add to Rooms as a group.

The Org Admin user and Org/Room Managers of an organization can create teams in the organization.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Click the NEW dropdown menu to open it.
  4. Select New Team. The NEW TEAM dialog will appear.
  5. Type in a name for the team (e.g., DB Admins) in the Team Name field.
  6. Optionally add members to be team in the New Members field.
  7. Click CREATE.

 • Edit a team

The Org Admin user and Org/Room Managers of an organization can edit teams in the organization.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Select the team you wish to edit from the team-selector field.
  4. Click on the "Manage Team" icon at the top right of the table:
    Members Page when team selected manage team icon
    The MANAGE TEAM dialog will appear.
  5. Change the name or team membership list.
  6. Click SAVE.
  7. You may have to refresh your page to see changes in the displayed list of members.

 • Delete a team

The Org Admin user and Org/Room Managers of an organization can delete teams from the organization.

  1. Log in to the Tehama Web UI.
  2. Click on the MEMBERS tab.
  3. Select the team you wish to edit from the team-selector field.
  4. Click on the "Delete Team" icon at the top right of the table:
    Members Page when team selected delete team icon
    The DELETE TEAM dialog will appear.
  5. Click DELETE.

Organization Account Management

Organization account management involves the management of your organization's details, its authentication method and its plan. Further management activities include usage management, event auditing (through the activity stream) and the configuration of webhooks to send events to external log providers. The Org Admin user and Org Managers can also, if necessary, initiate the deactivation of the organization's account (through the plan page).

These features are accessed through the organization's ORGANIZATION page, which is reached by clicking on ORGANIZATION in the navigation bar.

 • Org details page

The Org Admin user and Org/Room Managers and Staff members of an organization can see the organization's ORGANIZATION DETAILS page.

Only the Org Admin user of an organization can edit the details shown on the page.

Access the ORGANIZATION DETAILS page as follows:

  1. Log in to the Tehama Web UI.
  2. Click on the ORGANIZATION tab in the navigation bar.
  3. Click on the ORGANIZATION DETAILS sidebar item.

Use the ORGANIZATION DETAILS page to view the organization's details.

The Org Admin user of your organization can edit the details.

These details include the organization name, address and contact information. It is important to keep this information current.


 • Authentication page

Only the Org Admin user of an organization can see the organization's AUTHENTICATION page.

Access the AUTHENTICATION page as follows:

  1. Log in to the Tehama Web UI.
  2. Click on the ORGANIZATION tab in the navigation bar.
  3. Click on the AUTHENTICATION sidebar item.

Use the AUTHENTICATION page to manage the type of authentication used by your organization's members.

Organizations have Two-Factor Authentication (2FA) by default. Organizations may choose to enable Single Sign On (SSO) authentication. More information on SSO is available under the Authentication User Guide.


 • Permissions page

Only the Org Admin user and an Org Manager of an organization can access the permissions page.

Access the PERMISSIONS page as follows:

  1. Log in to the Tehama Web UI.
  2. Click on the ORGANIZATION tab in the navigation bar.
  3. Click on the PERMISSIONS sidebar item.

As the Org Admin user or an Org Manager user of your organization, go to the PERMISSIONS page to view the custom roles that are available to assign to members of your organization.

As the Org Admin user of your organization, use to the PERMISSIONS page to manage (create/edit/delete) custom roles to assign to members of your organization.

See more information in the Custom Roles and Permissions User Guide.

Note: The Custom Roles and Permissions capability is not available by default. If you want it enabled for your organization, contact Tehama Support.


 • Policies page

The Org Admin user and Org Managers of an organization can access the policies page.

Access the POLICIES page as follows:

  1. Log in to the Tehama Web UI.
  2. Click on the ORGANIZATION tab in the navigation bar.
  3. Click on the POLICIES sidebar item.

On the POLICIES page, you can view the policies that belong to the organization and the Rooms that reference them. You can edit/delete existing policies and create new ones.

See more information in the Policies User Guide.


 • Support Plan page

The Org Admin user and Org Managers of an organization can see the organization's SUPPORT PLAN page.

Both the Org Admin user and Org Managers of an organization can trigger an upgrade or downgrade of the organization's support plan.

Both the Org Admin user and Org Managers of an organization can initiate the deactivation of the organization's account.

Access the SUPPORT PLAN page as follows:

  1. Log in to the Tehama Web UI.
  2. Click on the ORGANIZATION tab in the navigation bar.
  3. Click on the SUPPORT PLAN sidebar item.

The SUPPORT PLAN page allows you to:

  • view and change your organization's support plan; and
  • initiate the deactivation and subsequent deletion of your organization's account.

Support Plan change

Your organization's needs change and grow over time. Tehama gives you the option of changing your Support Plan to one that is best suited to your current requirements.

From the PLAN page:

  • Read up on the available support plans at https://app.tehama.io/policies/supportplans/. (A link to this page is on the PLAN page.)
  • Click on the CHANGE PLAN button to bring up a Tehama Support request form.
  • Fill out and submit the form, indicating in the description field how you wish to change your organization's support plan.

Account deactivation/deletion

If your organization has no further need for Tehama's services, you can deactivate your Tehama organization account, and, once all outstanding invoices are dealt with, go on to delete it.

To deactivate your organization account:

From the SUPPORT PLAN page:

  1. Click on the text Deactivate your organization account found at the bottom of the page.
    You will be prompted to create a 'case' on the Tehama Support Portal.
  2. Create a case in the support portal and in the text of the 'case', express your desire to deactivate your organization's Tehama account.

This support 'case' will be handled by Tehama Support, who, after confirming your wishes, will commence the deactivation process. All Rooms owned by the organization will be archived (irretrievably) and usage of the account obstructed awaiting the settlement of any outstanding invoices.

While your account is deactivated ...

While the organization's account is deactivated, only the Org Admin user of the organization is able to log in to the account. All other organization members will see messages stating that their account for the organization has been deactivated.

The organization owner will be able to access the plan and TCU usage pages for the organization.

Under SUPPORT PLAN, there will be an option to reactivate the account, if desired, by selecting the REACTIVATE button. The account will be reactivated and access for your organization's members will be restored. (Note: all archived Rooms will remain archived even after reactivation of the account.)

Under TCU USAGE in the navigation bar the organization owner can view all your organization's Tehama usage details and arrange payment in the usual manner.

Once your organization's final payment has been received, you will be notified via email that you may proceed to delete your account.

To do so, again navigate to the SUPPORT PLAN page. This time you will see that the text at the bottom of the page has changed to: Delete your organization account

To delete your organization account:

From the SUPPORT PLAN page:

  1. Click on the Delete your organization account found at the bottom of the page.
  2. Confirm your intention to delete your account by typing in the email address you log in with.
  3. Click the DELETE ORGANIZATION button. Your account will be deleted.

 • Webhooks page

Only the Org Admin user of an organization can access the webhooks page.

Access the WEBHOOKS page as follows:

  1. Log in to the Tehama Web UI.
  2. Click on the ORGANIZATION tab in the navigation bar.
  3. Click on the WEBHOOKS sidebar item.

As the Org Admin user of your organization, use to the WEBHOOKS page to configure sending event logs to external log providers.

See more information in the Webhooks User Guide.


Organization Account Customization

As the Org Admin user or an Org/Room Manager of your organization, you can request certain customizations for your organization account. For example, you can customize the emails that Tehama sends out on your behalf. You can also request to have TCU usage notifications enabled.

 • Email Customization

You can work with Tehama Support to customize select emails that are sent out by Tehama on your behalf. If this is something your organization would like to do, contact Tehama Support to start the process.

 • TCU Usage Notifications

If your organization has the TCU usage notifications feature enabled, the Org Admin user of your organization (and users in your organization with a custom role that includes the 'TCU Usage Auditor' permission set) will receive email notifications on the following occasions:

  1. TCU Monthly Credit usage has reached 80%/90%/100%/110%
    Tehama will send an email when the organization's TCU Monthly Credit usage for the monthly usage period has reached one of the pre-defined thresholds (80%, 90%, 100% and 110%).

  2. Trial TCU Credit usage has reached 80%/90%/100%/110%
    Tehama will send an email when the organization's Trial TCU Credit usage has reached one of the pre-defined thresholds (80%, 90%, 100% and 110%).

By default, organizations have the TCU usage notifications feature disabled.

If your organization would like to receive TCU usage notifications, contact Tehama Support to enable the feature.


Organization Account Status

Understand the state of your organization's account.

An account can have four states:

  • Pending
  • Active
  • Deactivated
  • Suspended

Pending

The pending state is the initial state of an organization's account. It stays in this state until the invite to join Tehama has been accepted and the organization's details have been filled out and saved.

Active

The active state is the normal running state of an organization's account.

Deactivated

The deactivated state is an interim state of an organization's account before it is closed, that is, deleted, from Tehama. An organization remains in the deactivated state until the final payment has been received and the account can be closed, or until a change of heart has occurred and the organization is reactivated.

In the deactivated state, all of the organization's Rooms are archived (irretrievably) and user access to the organization in Tehama is restricted to the Org Admin user of the organization, who can only view the organization's plan and payment information. The organization owner will see a banner in the top left corner of the Tehama Web UI denoting the deactivated state. (The sidebar must be expanded to see the full banner.)

Sidebar unexpanded: Deactivated Banner Sidebar expanded: Deactivated Banner

All other members of the organization, Org/Room Managers and Staff members, upon attempting to log in, will see a notification stating that the organization has been deactivated and to contact the organization owner for more details.

An organization enters this state at the request of the organization's owner, as the first step towards closing the organization's account.

From this state, the organization owner can opt to reactivate the organization's account (though the Rooms remain archived) or, once the final payment has been received by Tehama, opt to delete the account.

See 'Account Deactivation' for more details.

Suspended

The suspended state is a state an organization's account is placed into when it has at least one suspension levied against it. A suspension is levied against an organization when it fails to meet an expectation placed on it by Tehama. Reasons for a suspension are:

  • non-acceptance of the latest Terms of Service by the Org Admin user of the organization (Note: This is not applicable if your organization has enabled custom terms of service.)
  • outstanding payments
  • other

An organization can have more than one suspension levied against it at one time.

In the suspended state, user access to the organization in Tehama is restricted to the organization owner, who can only view the organization's details, plan and payment information. The organization owner will see a banner in the top left corner of the Tehama Web UI denoting the suspended state. (The sidebar must be expanded to see the full banner.)

Sidebar unexpanded: Suspended Banner Sidebar expanded: Suspended Banner

All other members of the organization, Org/Room Managers and Staff members, upon attempting to log in, will see a notification stating that the organization has been suspended and to contact the organization owner for more details.

All Tehama Rooms owned or connected to by an organization in the suspended state will be inaccessible for all members of that Room (for members of other organizations in the Room as well).

An organization is placed into this state, that is, suspensions are levied against it, at the discretion of Tehama when evidence of a failure to meet an expectation comes to light.

The reason for a suspension must be cleared or justified by the organization before Tehama will, at its discretion, manually lift the suspension. All suspensions must be lifted before organization's account returns to the active state.

If your organization's account is suspended:

  • Determine the reason(s) for the suspension(s).
    The organization's Org Admin user can see the suspension reasons as follows: Click on the ORGANIZATION tab in the navigation bar and then click on the ORGANIZATION DETAILS sidebar item. The list of suspensions can be found at the top of the page. For example:
    Suspended notice in details page
  • Clear or find justification for the reason.
  • Contact Tehama Support to request the suspension(s) be lifted.

Note, to clear a suspension for non-acceptance of the latest Terms of Service, the organization owner needs only to log in to Tehama and accept the terms for the suspension to be cleared automatically.