Overview

The My Organization page provides a centralized administrative hub where users can manage all aspects of their organization. The interface is divided into four main sections accessed through tabs at the top of the page. Each section serves a specific administrative function, allowing for comprehensive management of your organization's resources, users, and finances.

Main Navigation Tabs

The My Organization interface features four primary navigation tabs:

1. Dashboard
2. License & user management
3. Spend & budgets
4. Transactions & invoices

Let's explore what each section offers, with a detailed focus on the Dashboard.

Dashboard

The Dashboard tab provides a comprehensive overview of your organization's current status, displaying critical information at a glance.

Organization Profile

At the top of the Dashboard, you'll see your organization's identification information including organization name, description and logo.

Pending Tasks

This section displays requests awaiting approval. Each request card shows:

• The name of the user who submitted the request
• The specific project or action requested
• An "Approve" button for immediate action

The current view shows multiple pending project creation requests and an onboarding request to the AI Innovation team. You can view all pending tasks by clicking the "View all" link at the bottom of this section.

Cost Overview

The Cost Overview section provides a financial snapshot with several components:

• Amount Due: Displays the current amount due, number of items from the previous period, and includes a refresh button to update this information.
• Available Credits: Shows current available credits and total credits, with a refresh button for real-time updates.
• Current Spend: Presents current spending amount against total budget allocation with a visual progress bar, and includes a refresh button.
• Next Invoice Date: Indicates the upcoming invoice date with a calendar icon for reference.

Recent Transactions

The Recent Transactions section provides a chronological record of your organization's financial activities. Each transaction entry includes comprehensive details such as:

• Transaction date
• Amount (both charges and credits)
• Category type (Marketplace, License, etc.)
• Payment status
• Track spending patterns
• Verify successful payments
• Identify any unexpected charges
• For a complete transaction history beyond the most recent entries, administrators can access the full record by clicking the "View all" link.

License & User Management

The License & User Management section centralizes administration of digital identities, resource access, and license distribution across your organization. Administrators can efficiently add users, assign role-based permissions, and revoke access through an intuitive interface supporting both individual and bulk operations, ensuring proper governance, security compliance, and optimal resource allocation. (Click here for more details)

Spend & Budgets (Coming Soon)

The Spend & Budgets section delivers comprehensive financial oversight tools for effective resource management.

• Budget establishment and real-time expenditure tracking with automated alerts for threshold violations
• Detailed spending trend analysis with visualizations that transform complex financial data into actionable insights
• Proactive identification of cost-saving opportunities across projects and departments
• Customizable financial guardrails with approval workflows to prevent unauthorized spending
• Data-driven decision support ensuring appropriate investment in mission-critical resources while optimizing overall expenditure

Transactions & Invoices

The Transactions & Invoices section serves as your comprehensive financial hub for managing all monetary activities within the platform.

• Complete transaction history with detailed records and multiple reporting formats for accounting and audit purposes
• Centralized invoice management with real-time visibility into payment statuses and automated notifications
• Secure payment method administration with automated scheduling options for consistent operations
• Financial transparency across all organizational expenditures with simplified reconciliation processes
• Streamlined billing cycle management ensuring timely settlements with service providers

The My Organization page serves as a comprehensive command center that empowers administrators with complete visibility and control over their organization's operations. Through its four integrated sections this unified interface streamlines administrative workflows while providing the detailed insights needed for informed decision-making and efficient resource management.