People are at the core of any business. It’s the people who are the ones implementing the plan and their relationships that contributed to the company’s success. They are the (not-so-) secret ingredient.

That’s why at Akooda we put people at the center. Read on to learn more about how to control which people we see on the platform, including editing attributes and user roles.

Who will see what and when?

People listed as part of your own organization are shown across the entire platform and, at the moment, only admins can manage their settings. Essentially this is true for any page under the “Account Settings” section.

It’s likely that you’ve already initialized a primary list of people when you set up Akooda by uploading your organization chart. After this happens, the attributes of each individual are enriched by their user data that exists in each integrated app, allowing them to be associated with interactions that are processed as part of your organization’s footprint.

What's the difference between these two in Akooda?

If you happen to read the User Guide, then you must be caught up by now the “heart” of a business lies in its People and their relationships.

Akooda splits the relationships into two types, internal and external, and you can see this terminology used throughout the platform (and more specifically detailed in the Organizations Management guide).

Internal relationships are between people within the company - usually employees. These are defined as users in the work apps and, whenever applicable, share the same email domain(s) as the company. For example, the Akooda team all have an @akooda.co email address.

External relationships are between people of the company and contacts of another organization. The nature of that organization can be a partner, customer, prospect, vendor, or any other third party for that matter (that does not uphold the criteria mentioned above).

This of this guide refers only to People Management, as contacts are propagated automatically based on the options in the “Settings > Organizations” section, as described in the dedicated guide.

NOTE: The data on external relationships are only processed if your account has opted-in to this feature. If you don’t see data of external contacts in Akooda, and would like to, please make sure to reach out to our support team to learn more.

How do I update my organization?

As an admin, head over to the “People” page under your Account settings to navigate to the list of your organization’s people and their respective Akooda users.

Sometimes you don't want your entire organization to have access to everything within Akooda — that's why we've made it easy to give certain people access to certain privileges as mentioned below:

Signed-in users see personalized views that contain details only on interactions that are either public to everyone, or private such that they specifically can access them in the integrated apps. Read more about the personalized view, and our take on privacy in the “Privacy Principles” article.

NOTE: By default, Akooda will allow people within your email domain to sign up to your organization via Google or Email Link. Per request, your account can be configured to use either “Users” or “No Access” as the fallback role of all people under your organization.

There are two ways to edit how people in your organization are shown throughout the platform.

The first option is to simply find the specific person you want to update in the people table, click on their department label to re-assign it to a new department.

The second, allows you to edit people in bulk by downloading the current state of the org chart. Then, edit it in a spreadsheet editor such as Excel or Google Sheets while using the email as the unique identifier. And, finally, re-upload it to the platform. Any columns in addition to the required columns on the left will be injected into the system as custom attributes.

NOTE: Bulk editing action will override the current version used by Akooda as a whole without consideration to any prior state. Such changes may take effect within a few hours’ time.

Often, organizations allow personnel to sign up to tools such as Github, using their personal accounts to attribute community contributions to their historical log.

In such cases, you may need to manually map personal accounts to the respective Akooda person entity in order to associate it as a collaborator in processed interactions.

To check if this is applicable to your account, visit the "Settings > Apps" page and check if there’s an orange icon next to any integrated apps. If so, reach out to our support team to get further assistance.

Anything else I should know before getting started?

More often than not, companies use an HR information system that stores, manages, and tracks employee-related data. Most modern software allows administrators to export the data in CSV format with a click, which can then be easily transformed in order to be imported into Akooda.

Below are relevant guides of popular HRIS software to help you find the fastest path to that export button:

The org chart CSV file must abide by the following requirements:

Custom attributes are used throughout the platform both by users to manually filter or break down data in reports into selected segments of interest and by the Akooda AI engine to better understand your organization to enhance the quality of insights provided.

Therefore, recommended attributes to consider are: Team, Direct Manager, Start Date, Position, Headquarters

As part of your org char upload process, Akooda will automatically assign colors per department which will be used in the CommChart, labels, and on the people profile photos. Usually, departments of similar functions will be assigned similar colors.

In order to change the selected color schemes used for your account, reach out to support and we’re happy to make the change.

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