Setting Up Your Organization
When you log into Bretford Connect the first time, you will arrive at the Dashboard. Since this is your initial visit to Bretford Connect, your Dashboard won’t tell you much. Once you’ve completed the setup process, the Dashboard will provide you with a bird’s-eye-view of your lockers, users and overall usage of your TechGuard Connect locker system as shown below.
My Organization is where you define your organizational hierarchy. Your hierarchy may be based upon where your TechGuard Connect lockers are physically located or who may use them. Your hierarchy can be as unique as your school or business, but we do recommend using a uniform naming convention that will be familiar to your team, such as a building name, zone or location.
When you register for Bretford Connect, you provide the name for your organization so we’ve already gone ahead and established the top level of your hierarchy. This is your Bretford Connect Organization Name.
NOTE: We recommend mapping out your desired organizational hierarchy before you continue with setting up any additional sites in Bretford Connect.
NOTE: Your organization hierarchy is completely customizable and can be modified later. However, we recommend doing this before setting up your first locker. We also recommend using a site based approach similar to the example shown below, to help your team more easily identify lockers and locations.
Add a new Organizational Unit
To establish a new organizational unit:
- From My Organization, click the “+ Add” button at the top of the screen.
- Select the Parent Organizational Unit. Use this functionality to nest locations within your hierarchy.
- Provide a name for this Organization Unit.
- Provide a unique External ID.
NOTE: External ID must be unique. This ID will be used to perform bulk import operations like adding Locker Users.
In the example pictured above and listed out below, you can see the organization hierarchy for Fisher Graphics which includes two office buildings, Headquarters and Satellite Office.
Within each office, there are multiple locations with various zones defined where lockers have been installed and are available for use.
Later you’ll be able to assign individual admin users permission to manage these zones as well as assign lockers to each of these locations.
- Patio Door
- Satellite Office