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The homepage is a key component of the platform, aimed at increasing monthly active users by providing a clear and engaging experience for users to explore their organization's open source involvement
The homepage showcases a summary of all projects that your organization is involved in and focuses on a single foundation/project at a time, providing an easy entry point for users to explore and engage with the open-source community.
The homepage is designed to provide a personalized experience to discover your company's involvement in open-source projects and encourage you to get more involved.
Key Features:
Project Summary: A summary of a company's projects is at the top of the page, providing a quick overview of their open-source engagement.
Featured Foundation/Project: The homepage focuses on a single foundation/project at a time, showcasing its details and encouraging users to explore and engage with it.
Easy Navigation: Users can easily navigate to the All Projects view on the "Contributors" page.
Start from the Home page to quickly access all features of the Organization Dashboard.
To access your Organization Dashboard,
Log in to the Organization Dashboard.
After logging in, you will see the Home Page as the default page.
The Organization Dashboard provides a powerful dashboard for companies or organizations that assists you in envisioning complex data into easy-to-read and meaningful data.
The Organization Dashboard consolidates important project data into a single interface.
It features charts and widgets for in-depth analysis of Key Performance Indicators (KPIs), metrics, and essential data points.
Designed to streamline project management through organized and accessible data visualization.
Some of the key benefits of using Organization Dashboard are listed in the following list:
Quick access to top-performing indicators through various customizable widgets.
A user-friendly interface that makes it easy to understand the required information.
Clear and concise communication with stakeholders, eliminating confusion.
Performance assessments across multiple projects to identify areas for improvement.
A highly customizable dashboard that provides instant access to your needed information.
Consolidation of critical information across the organization, available at your fingertips.
Visually engaging graphs and charts with a consistent UI across all dashboards.
Centralized management of complex projects from a single console.
The Organization Dashboard provides a powerful dashboard to the companies or organizations that assists you to envision a complex data into a easy to read and meaningful data. The Organization Dashboard enables you to gather, combine, and organize key project data from a single console. The Organization Dashboard provides dashboards, charts, and widgets which will analyze and displays Key Performance Indicators (KPI), metrics and key data points related to the management of your projects. You can read more about Organization Dashboard by visiting our website.
This sections provides you with list of new features, updates and bug fixes for this release.
The following list provides you an overview of new features implemented in this release:
Employee Management
View an employees engagement with a project
Tag an employee as a OSPO (Open Source Program Office Lead/Manager)
Tag an employee as a Maintainer
Filter employees by most active and recently joined
Filter Maintainers, from the rest of the “Contributors”
Simpler user experience to invite Admins, Key Contacts, Employees
Filters for Key Contacts
Filter by Projects
Export employees as a CSV
Bulk invite to copy and paste emails
The following list provides new updates to the existing features:
Better onboarding email with step by step instructions
Remove employee who longer are with the organization
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NA
You can visit the following links for more information on Organization Dashboard:
The Project Contributions feature in the Organization Dashboard provides analytics on the contributions your employees are making to various open-source projects.
Accessing the Dashboard
To access the Project Contributions feature:
Log in to the Organization Dashboard.
From the left sidebar, select Project Contributions.
Dashboard Layout
Search Box: Located at the top of the dashboard, this allows you to search for specific projects.
Time Range Filters: you can filter data based on the year (2024, 2023, 2022) or select "All Time" to view cumulative data.
Contributor Team
Tabs: Use the tabs at the top of the leaderboard to filter the view according to contributor roles: All Contributors, Committers, Maintainers, and Reviewers.
Toggle: A toggle switch allows you to filter the data to show only current employees.
Columns:
Name: Displays the contributor's name. Clicking on a name will display a snapshot of the contributor's detailed profile.
Type: Indicates the role of the contributor (Committer, Maintainer, Reviewer).
Number of Commits: This shows the total number of commits made by the contributor.
Last Active: Indicates the last active date of the contributor in the project.
Additional Metrics
Contributors Growth Line Chart: This chart displays the growth over time of Committers, Maintainers, and Reviewers, allowing you to visualize trends and patterns in contributions.
Productivity: helps you understand and analyze where and how your organization collaborates and drives productivity within open-source projects.
Contributing Countries: A visual representation showing the geographic distribution of contributors.
As a valued member of the open source community, we want to ensure that you are informed about any expired memberships associated with your organization. This feature, located under the Membership tab, provides a list of open-source projects for which your membership has lapsed.
When a membership expires, your organization loses access to exclusive benefits and discounts. Do not miss out on these valuable perks – renew your membership today!
Expired Membership Details
The list displays the following essential information for each expired membership:
Membership Type: The specific type of membership that has expired.
Expiration Date: The number of days since the membership expired.
Renew Membership: A convenient button to easily renew your membership.
Project Details: A list of open-source projects, including any child projects, associated with the expired membership.
Stay up-to-date on your membership status and take advantage of our exclusive benefits by renewing your membership today!
To renew an expired membership, follow these steps:
Access the Membership.
Click Expired tab and select the Renew button for the membership that you want to renew.
The Project details page appears which provides you an overview about the open source project and membership details such as membership fees. Click the Renew button available at the top left side.
The Membership Enrollment page appears with list of membership that you can select. Click Select on the required membership, you can see the a green tick mark enabled. You can view the agreement if you want to see terms and conditions. Click Start Membership Enrollment to start the membership renewal.
The first stage of the renewal process Membership Tier page appears. In this page you need to follow the below steps.
This page provides you with the option to review the membership that you have selected to renew. You can update the membership on this page.
You have to also Select the Linux Foundation membership tier and click Next to proceed to the second stage of renewal process.
6.The second stage of the renewal process Billing page appears. In this page you need to follow the below steps.
Select the preference to receive the invoice. You can select between Email and Hard Copy.
You need to select if you require Purchase Order.
You can add or select the existing address and click Next to proceed to the third stage of the renewal process.
7.The third stage of the renewal process Contacts page appears. In this page you need to follow the below steps.
You can Add Contacts and assign a contact type to it.
You can also select if the primary contact should receive the invoice and click Next to proceed to the fourth and final stage of the renewal process.
8.The fourth and final stage of the renewal process Review &Submit page appears. In this page you can review the details provided for the previous steps. You can also provide Additional Comments and click Submit to finish the renewal process.
The Active Membership tab, located within the Membership section, offers a comprehensive overview of the active memberships that your organization has availed of for various open-source projects. This table provides the following essential details related to the active membership:
Open-Source Project Name: The open-source project's name for which your organization has availed a membership. Click on the project name to navigate to the Membership page for more information.
Membership Type: The type of membership that your organization has purchased, providing a clear understanding of the benefits and features included.
Renewal Date: Ensure timely renewal actions to maintain membership continuity by noting the renewal date.
You can view contributions to the project from your organization. Click the icon and select View Contributions. For more information on Contributions, refer Project Contributions.
You can view contributors to the project from your organization. Click the icon and select View Contributors. For more information on contributors, refer to Project Contributors.
You can view key contacts from your organization. Click the icon and select View Key Contacts. For more information on contributors, refer to Users.
The Organization Dashboard provides a powerful dashboard to the companies or organizations that assists you to envision a complex data into a easy to read and meaningful data. The Organization Dashboard enables you to gather, combine, and organize key project data from a single console. The Organization Dashboard provides dashboards, charts, and widgets which will analyze and displays Key Performance Indicators (KPI), metrics and key data points related to the management of your projects. You can read more about Organization Dashboard by visiting our website.
This sections provides you with list of new features, updates and bug fixes for this release.
The following list provides you an overview of new features implemented in this release:
Onboard Widget
An onboarding widget for admin users and LF staff. It's designed to show them the true power of the Organization Dashboard and how it adds value to their open-source investment. It is also added with nifty cookie mechanism that allows users to keep track of their completed tasks. For certain tasks, instructional GIFs are available in the application. You can expand and collapse the size of these GIFs for your convenience.
The following list provides new updates to the existing features:
Enhancements to the Admin Invitation Workflow The two-step process has been eliminated and you can invite users without LFID in a easy manner. "Resend Invite" has been introduced for pending invites. Now admins can easily keep track of their invitation status
Memberships Page Enhancements The look and feel of the claim experience under the Benefits tab has been enhanced. Now it's even easier for users to understand the difference between Claimed and Unclaimed benefits.
Profile Enhancement The logo upload process has been enhanced and updated. Admins can now add logos in just one step, without the need to validate the remaining fields within the profile. It's a streamlined and hassle-free experience that saves you time and effort.
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You can visit the following links for more information on Organization Dashboard:
The Organization Dashboard, the company dashboard, is a central location to manage and track your organization's open source activities.
Organization Dashboard allows you to manage:
Manage project membership
Discover new projects
Discover the team's engagement with open source community. You can analyze employee participation and engagement.
Insights on various events
Training and certification management of your employees
You can read more about the Organization Dashboard by visiting our website.
Speaker Insights Tab
The Speaker Insights tab provides a comprehensive overview of speakers who have participated in various events from your organization. This feature allows you to extract valuable information about your speakers, compare them with other organizations, and gain insights into their demographics and job functions.
Available Data and Visualizations
The following data and visualizations are available in the Speaker Insights tab:
The Metrics and charts to show your organization's data are the same as the Attendees Dashboard.
Displays a list of speakers from your organization, including their names, job functions, and event participation details.
Compare the number of speakers from your organization with other organizations of similar size
Provides a visual representation of the speaker count and percentage
For more information, refer Attendee Insights.
Compares the top 10 events attended by speakers from your organization with speakers from other organizations
Displays a horizontal bar graph showing the event count and percentage
Displays a bar graph showing the job functions of speakers from your organization
Provides a visual representation of the job function distribution
Displays a word cloud chart showing the job levels of speakers from your organization
Highlights the most common job levels
This heat map on a world geolocation graph represents the geographic distribution of attendees from your organization who participated in open source events. The graph displays a heat map of the world, with darker colors indicating a higher concentration of attendees from your organization in a particular region.
Displays a donut chart showing the gender distribution of speakers from your organization
Provides a visual representation of the gender breakdown
Displays a list of speakers from your organization, including their names, job functions, and event participation details
By utilizing the Speaker Insights tab, you can gain valuable insights into your speakers' demographics, job functions, and event participation, allowing you to make informed decisions and optimize your organization's speaker engagement strategy.
The Linux Foundation offers different types of membership based on the project.
Membership offers detailed insights about the membership options available within your organization. Organizations can enroll in various memberships provided by different open-source projects.
Open source projects offer various membership programs to the organization. Each membership program provides different benefits to the organization.
The Membership page has the following 3 tabs:
Joining our open-source organization as a member unlocks a world of opportunities for your company. Here's how your membership can drive innovation, enhance visibility, and foster collaboration:
By becoming a member, you'll gain access to these exclusive benefits and join a thriving ecosystem of innovation and collaboration in the open source world. Connect with fellow professionals, share knowledge, and drive progress in your field.
The Linux Foundation organizes various open-source events throughout the year, benefiting multiple open-source projects. These events play a crucial role in building and sustaining open-source communities.
Exchange Ideas: Participants can share their knowledge and exchange ideas with the community.
Learn from Peers: Attendees can learn from other open-source enthusiasts and experts.
Collaborate: These events foster collaboration among developers, designers, and contributors.
Innovate: Participants can design and develop new open-source solutions.
Security Challenges: Hackathons address security challenges and troubleshoot issues.
Linux Foundation Events: You can explore all the events organized and hosted by the Linux Foundation.
Organizations’ Role:
Registration: Organizations can register and participate in various events.
Support: By sponsoring events, organizations contribute to bringing the open-source community together to tackle challenges collectively.
You can check out all the events organized and hosted by the Linux Foundation at Linux Foundation Events.
To access the Events page, follow these steps:
Log in to the Organization Dashboard.
On the left navigation menu, enter your company or organization name in the Search box.
By default, the dashboard page appears.
Click the Events menu available on the vertical sidebar navigation.
You can filter data based on the year (2024, 2023, 2022) or select "All Time" to view cumulative data.
Click View Events Statistics for All Organization button to see the event analytics for all organizations.
Only company admins receive the report. This ensures the report is delivered to the right person who can make informed decisions based on the dashboard data.
Viewers do not receive the report. This is a security and access control measure to prevent unauthorized access to sensitive information.
The leaderboard includes charts and visualizations like Contributors Growth Line Chart and Contributing Countries.
Analyze trends and patterns in contributions.
Use tabs and toggle switches to filter data and view specific contributor roles, current employees, or all contributors.
Provides a comprehensive view of contributors, including:
Roles (Committer, Maintainer, Reviewer)
Number of commits
Last active date
Navigate to the Membership page for more information about the selected project
Allows users to access additional details and resources related to the project membership.
Helps ensure timely renewal actions to maintain membership continuity
Enables organizations to plan and manage their memberships effectively
Extract information about employee demographics and job functions
Compare your employees with those from other organizations to identify trends and patterns
Analyze event participation and attendance to identify areas for improvement
Use the graphical representations to visualize and understand attendee data
The Attendee Insights tab provides a comprehensive overview of employees who participated in various events within your organization. This feature allows you to extract valuable information about your attendees, compare them with other organizations, and gain insights into their demographics, job functions, and more.
You can analyze the following metrics on the Attendees tab:
List of attendees in your organization.
Number of attendees from your organization vs. employees from other organizations with similar numbers of employees.
Graphical representation of attendees across different geographies.
Comparison of top 10 events attended by your employees with employees from other organizations.
Job functions of attendees.
Job levels of attendees (displayed as a word cloud chart).
List of attendees from different regions and countries (displayed as a bubble chart).
Gender distribution of attendees (displayed as a donut chart).
On the top of the Attendees page, you can see this widget where you can see the total attendees from your organization and the number of events they attended.
Comparing Attendee Participation
This metric provides a comparison bar chart that shows the number of attendees from your organization versus other organizations for a selected time period.
Selecting a Date Range
To view the comparison bar chart, select a date range from the top right corner of the screen. This will display the number of attendees from your organization and other organizations for the selected period.
Customizing the Comparison
You can customize the comparison by selecting one of the following options from the drop-down menu:
Organization with a similar number of employees: Compare your organization's attendees to other organizations with a similar number of employees.
Organization at the same level of sponsorship: Compare your organization's attendees to other organizations with the same level of sponsorship.
Organization in the same industry segment: Compare your organization's attendees to other organizations in the same industry segment.
The globe graphical representation provides you a pictorial view of attendees from your organization scattered across the globe. If your organization has different locations which are situated across different geographical locations, with the help of this graphic you can view all your attendees who have participated in various open source events from different locations of your organization.
You can view the number of attendees when you hover over the mouse on the different locations as well the different color code provides you with the information on the attendees.
This horizontal bar graph displays the top 10 open source events participated by your employees, along with the number of attendees from your organization and other organizations. You can customize the comparison by selecting from the following options:
Organizations with a similar number of employees
Organization at the same level of sponsorship
Organizations in the same industry segment
The graph provides a visual representation of the top 10 events participated by your employees, allowing you to compare and analyze the data.
The metric provides a breakdown of the various job roles of your attendees who have participated in open source events. The graph displays the number of attendees from different job roles, such as:
Developers
Architects
Project Managers
Sales
Other roles
This graph also provides insight into which job roles are more interested in attending open source events, allowing you to identify trends and areas for improvement.
Attendees by Job Level
This word cloud chart provides a visual representation of the job level hierarchy in your organization, with the most prominent job levels displayed larger than others. When you hover over a particular job level, you can see the number of attendees associated with that job level.
Some examples of job levels displayed on this chart include:
Individual role
Contributor role
Director
And many other roles
This chart provides a quick and easy way to understand the job level distribution of attendees in your organization.
This heat map on a world geolocation graph represents the geographic distribution of attendees from your organization who participated in open source events. The graph displays a heat map of the world, with darker colors indicating a higher concentration of attendees from your organization in a particular region.
By hovering over a region on the graph, you can see the number of attendees from your organization associated with that location. This chart provides a quick and easy way to understand the global reach of your organization's open source event participation.
This donut chart provides you with information on the gender of the attendees. When you hover over the mouse, you can see the gender percentage of the attendees. It shows you the percentage of men, women, and members who have not defined their gender.
This table provides you the information on the attendees. The list provides details such as employee name, job title, number of events attended, and the events details.
When you click View Details button, you can see a popup box that provides you details such as employee name, event name and the date of event.
The Sponsorship tab provides you complete insights on sponsorship events.
The following list provides you with the complete details that can extracted from the Sponsorship Insights:
Name of the event sponsored
The year in which the event was organized
Name of the employee who has submitted the event sponsorship
Closed date when the event was closed
Tier provides the type of sponsorship provided to the event
You can check the yearly sponsorship details using the time filter.
By accessing the Sponsorship tab, you can gain a deep insights of your organization's sponsorship activities, including the events sponsored, the employees involved, and the type of sponsorship provided. This information can help you make informed decisions and optimize your organization's sponsorship strategy.
Training Insights Tab
The Training Insights tab provides a detailed overview of the training programs enrolled by your employees. This feature enables you to extract valuable information about popular training programs, comparisons with other organizations, and more.
You can analyze the following metrics on this dashboard:
Training Metrics
Total Unique Training Enrollments: Displays the total number of unique training enrollments in your organization.
Total Enrollments: This shows the total number of enrollments across all training programs.
Comparison with Other Organizations
Top 10 Courses Enrolled: A horizontal bar graph comparing the top 10 courses enrolled by your organization as compared to other organizations.
Using the drop-down, you can analyze the chart with the organization that has a similar number of employees and the organization that is in a similar industry segment.
Hover over the chart to see the data for the particular course.
Popular Training Programs
Popular Training: A list of popular training programs in your organization, providing insights into the most sought-after training programs.
Trained Employees: A list of employees who have completed training programs in your organization.
When you click on View Details button, you can see the list of the training in which the employee is enrolled.
Click on the name to get the profile snapshot.
Trained Employees by Geography
A graphical representation of trained employees across different geographies, providing insights into the distribution of trained employees.
The Individual vs Organization Enrollments metric provides a comparison of individual and organization-level training enrollments over a selected time period.
The chart displays the number of training seats on the X-axis and the selected period on the Y-axis. The vertical bar chart allows you to compare the number of individual and organization enrollments across different periods.
The chart displays the total number of training enrollments on the Y-axis and the selected time period on the X-axis. The line chart allows you to easily compare the number of enrollments between your organization and other organizations over time.
By using the Training Insights tab, you can:
Gain insights into popular training programs in your organization
Compare your training programs with other organizations
Identify trained employees and their geographical distribution
Make informed decisions about training programs and employee development
In the "Certifications Insights" tab under Training & Certification, you can access comprehensive insights into the various certification programs completed by your employees.
This feature allows you to gather information about popular certifications within your organization, compare your certifications with those of other organizations, and obtain other data related to the certifications.
The Certification section provides the following details:
A horizontal bar graph for comparing the top 10 certifications from your organization with those from other organizations
A list of popular certification programs within your organization
A list of employees who have been certified within your organization
Visual representation of the geographic distribution of your certified employees
Breakdown of certified employees by area of interest
Unique Completed Certifications: Displays the total number of unique certifications in your organization.
Total Certifications: This shows the total number of certifications across all training programs.
Top 10 Certifications: A horizontal bar graph comparing the top 10 certifications by your organization as compared to other organizations.
Using the drop-down, you can analyze the chart with the organization that has a similar number of employees and the organization that is in a similar industry segment.
Hover over the chart to see the data for the particular certificate.
A list of popular certification programs that are popular among your employees, providing insights into the most sought-after certification programs.
This table provides information on Certification exams, number of attempts, and exam passed.
This table provides you the information on the certified employee. The list provides details such as employee name, total number of exams passed and the certification exam details.
When you click the View Details button, you can see a popup box that provides details such as certification name, employee name, and exam date.
This heat map on a world geolocation graph represents the geographic distribution of certified employees from your organization.
The graph displays a heat map of the world, with darker colors indicating a higher concentration of certified employees in a particular region.
By hovering over a region on the graph, you can see the number of certified employees associated with that location, providing a quick and easy way to understand the global reach of your organization.
Get a snapshot of certified employees by technological domain.
Key Insights:
Percentage of certified employees by domain
Identify areas of employee interest for each domain
Hover over the chart to see specific percentages
Example Use Case: Use this chart to understand employee interest in various technological domains and make informed decisions about training and certification programs.
Compare individual and organization-level training certifications over time.
Key Insights:
Number of individual and organization certifications
Comparison of enrollments across different time periods
Visualize the trend of training seat utilization
Example Use Case: Use this chart to analyze the effectiveness of training programs and make informed decisions about resource allocation and talent development.
Compare individual and organization-level certification enrollments over time.
Key Insights:
Number of individual and organization certifications
Comparison of certifications across different time periods
Visualize the trend of certification growth
Example Use Case: Use this chart to analyze the effectiveness of certification programs and make informed decisions about resource allocation and talent development.
The Profile page allows you to update details related to your organization. This includes updating the company ribbon, banner, address, and other organization details.
Only an administrator can update the organization details under Organization Profile.
To access the organization profile, perform the following steps:
Log in to .
On the left navigation menu, click the Profile.
You can update the following organization details:
Update the company ribbon or banner which provides the organization's description
Update the logo
Update the organization name
Update website address
Update the number of employees
Update Crunchbase URL
Update the organization description
To update the organization details, follow these steps:
Click the Profile menu from the vertical sidebar menu.
The Organization Profile page appears.
Click the Edit Profile available in the organization banner or ribbon.
The Edit Organization Information pop-up appears.
Update the following details:
Company ribbon or banner
Logo
Organization Name
Website address
Number of employees
Crunchbase URL
Organization description
Click Save Changes to save the updated details.
Travel Funding tab provides the estimated travel funds allocated from the Linux Foundation to an organization to participate in various events.
The following list provides you the complete details that can extracted from the Travel Funding:
Total travel fund received from the Linux Foundation
Name of the event for which the travel funding has been received
The year in which the event is organized
Estimated travel fund received for a particular event
Number of recipients allocated with the travel fund
You can check the event's details for the the last four years or all-time details.
The Users page in the Organization Dashboard allows administrators to manage user access and permissions within the organization. The following are the main sections:
Access
Key Contacts
Boards & Committees
Contributors.
Your organization's user will have the following two access levels to the Users page in the Organization Dashboard:
Administrator: They have read/write access
Viewer: They can only view the data, but can not edit.
To access the Users page, follow these steps:
Log in to .
On the vertical sidebar navigation menu, click Users.
The Training and Certifications (T&C) menu under the Dashboard provides a comprehensive insights platform for T&C activities related to your organization. You can access this feature from the Organization Dashboard which offers a range of T&C Key Performance Indicators (KPIs) tailored to your organization's specific needs.
The T&C menu under the Dashboard offers the following key benefits:
Comprehensive Insights: Access to a range of T&C KPIs and metrics.
Customizable Reporting: Ability to view data for specific periods.
Quick Information: Access to key T&C metrics at a glance.
In-Depth Analysis: Training and Certification Insights for informed decision-making.
Member Promotion Management: Easy tracking and management of member promotions.
To access the Training & Certification page, follow these steps:
Log in to the .
On the left navigation menu, enter your company or organization name in the Search box.
By default, the dashboard page appears.
Click the Training & Certification menu available on the vertical sidebar navigation.
You can filter data based on the year (2024, 2023, 2022) or select "All Time" to view cumulative data.
The Board and Committees tab serves as a central hub for managing user access to the Organization Dashboard. This feature enables administrators to effectively manage user roles, affiliations, and permissions, ensuring that only authorized individuals have access to sensitive information.
Key Features:
User List View: A comprehensive list of users within the organization, displaying their affiliated roles and appointed positions.
Group View: An organized view of users, grouped by their roles or affiliations, making it easier to manage and visualize user relationships.
Filtering: A robust filtering system allows you to narrow down the user list based on specific criteria, such as projects.
Profile View: A detailed profile of each user, providing a snapshot of their information, roles, and permissions.
Edit Access: The ability to edit user access and permissions, ensuring that users have the necessary clearance to access sensitive information.
This feature provides administrators with a comprehensive list of users, their affiliated roles, and group affiliations, enabling effective user management and organization.
You can use the toggle button to display Board and Committees users in Group View or List View.
Administrators can filter Board and Committees users based on a particular project.
To filter the users list, follow these steps:
Click Filters. Select the required project, and click Apply.
You can view the details related to a Board and Committee user by viewing their profile. Profile View provides the following details related to the user:
Name of the Board and Committee user
Activities associated with the key contact such as Technical, Events and Trainings
Project name for which Board and Committee user is associated with
List of repositories for which the Board and Committee user is a maintainer
To view the profile of a Board and Committee user, perform the following steps:
Click the Name.
The Profile dialog box appears with all the details.
Administrators can edit the users belonging to the board and committee.
To edit Board and Committee user, perform the following steps:
Click the edit icon associated with a user.
The Profile Snapshot of the user appears. Click Request Change.
The Request Change dialog box appears. Provide the Email of the new assignee give a brief Reason for the Change and click Submit.
The Program Management team should validate the change request.
The Access page allows you to display and manage the users who have access to the Organization Dashboard. On the Access page, you can:
Check the name of the user and their access type.
Add new teammates to join the Organization Dashboard to access the reports and track progress on projects.
You can remove existing users, and you can edit their access level.
Users will only see individuals needing access based on their invitations or roles within your organization. "Missing to LFX" will not be visible to them.
The User Access table provides you with a list of users from your organization along with their dashboard access, whether they have admin or view access to the dashboard. It also displays if a user is in a pending invite or removal state.
An Admin user has privileges including editing, inviting, and removing user access; managing key contacts; requesting changes in membership entitlement roles; and editing the profile.
A Viewer user can view and download reports.
You can search the user(s) (3) by entering their names in the search box.
Click Type (2) dropdown to filter the list based on the access type.
Click download icon (4) to download the list in CSV format.
To add a user from your organization, follow these steps:
On the Users page, click Access tab.
Click the Add Users button on the top of the Access page.
On the next pop-up window, select Enter Recipient radio button, enter the Recipient(s) email ID, select the role that you want to provide the user (admin or viewer role),
Click the Add button to add the recipient(s).
Click the Send Invitation(s) button to invite a new user.
You can add up to 8 users at a time while sending out the invitations.
To invite bulk users (users of your organization), click Upload a CSV radio button.
Drag and drop the CSV file with the user's details
Click Send Invitation(s) button.
An invitation link will be shared with the recipient. The user should update the details from the invitation that has been shared to add themselves as a new employee for an open source project.
The Preview Invitation Email link allows users to preview the email invitation that will be sent to invitees. The preview email includes essential details about the invitation, as well as frequently asked questions (FAQs) related to the Organization Dashboard.".
Administrators can invite a new user to contribute to a particular open source project.
To invite a new user to a project, perform the following steps:
On the Users page, click Access tab.
Select the user(s) who you want to send the invitation from the list.
Click the Send Invitations button on the top of the Access page.
You can view the details related to a user by viewing their profile. Profile View provides the following details related to the user:
Name of the user
Activities associated with the user such as Technical, Events, and Training
The project name for which the user is associated with
List of repositories for which the user is a maintainer
To view the profile of a user, perform the following steps:
Click the User Name.
The Profile dialog box appears with all the details.
Administrators can edit the access of the user from Admin to Viewer or the other way.
To edit the user access, follow these steps:
Click the pencil icon available under the Actions column.
The Edit Access dialog box appears. Click Save Changes to update the access.
The Remove all access button will initiate the deletion of the user.
There will not be any automated email sent to the user. The Administrator has to inform the user about the update to their access.
An administrator can remove the user from the user access table.
To delete a user, perform the following steps:
Click the delete icon associated with a user.
The Delete User dialog box appears. You can see a table with the list of projects the user is associated with. The following points are important when deleting a user:
You need to reassign the project to yourself or any other user.
You can either remove the user by clicking the cross mark.
You cannot remove the user who is the primary contact for the project. You need to reassign it to any other user.
After reassigning the user, select the I understand message and click Delete User.
When deleting a user, two possible outcomes may occur:
Successful Deletion: The user is successfully deleted from the system.
Error Occurrence: If there are backend issues, the deletion process fails, and an error message is displayed. In this case, you can attempt to delete the user again.
If issues persist, please create a Customer Support ticket to escalate the matter and receive further assistance.
Q: What happens to a user in a failed state when I try to delete them?
A: When attempting to delete a user in a failed state, our system will prevent the deletion to avoid any potential data loss or inconsistencies. Instead, you will receive a notification indicating that the deletion was unsuccessful.
Q: Why can't I delete a user in a failed state?
A: Deleting a user in a failed state can lead to data corruption or loss. Our system is designed to safeguard against such issues by preventing the deletion of users in this state.
Q: What can I do with a user in a failed state?
A: You can either:
Resolve the failed state: Identify and fix the issue causing the failed state to allow the user to be deleted successfully.
Leave the user as is: If the user is no longer needed, you can leave them in the failed state without attempting to delete them.
Q: How do I resolve a failed state?
A: To resolve a failed state, please follow these steps:
Identify the issue: Determine the cause of the failed state.
Fix the issue: Address the underlying problem to allow the user to be deleted successfully.
Retry deletion: Once the issue is resolved, attempt to delete the user again.
Q: What if I'm unsure about how to resolve a failed state?
A: If you're unsure about how to resolve a failed state, please contact our support team for assistance. We'll be happy to guide you through the process.
The Key Contacts tab in the Organization Dashboard allows you to view, manage, and control access for users and their affiliated roles within your organization.
Key Contacts Features
View users in a list or group view
Filter key contacts by specific criteria
Invite new key contacts
View individual key contact profiles
Edit access permissions for key contacts
Viewing Key Contacts
The Key Contact table displays a list of users from your organization, along with their affiliated roles. You can view key contacts in two formats:
List View: Displays a list of users with their affiliated roles.
Group View: Displays a list of users grouped by project.
Use the toggle button to switch between List View and Group View.
You can search for the user by entering the name in the top search box. Additionally, click Filters to search by the project name.
Administrators can add a user as a key contact to a particular project.
To add a user as a key contact, follow these steps:
Navigate to the Key Contacts Tab:
Open the Users section in the left navigation pane of your Organization Dashboard.
Click on the Key Contacts tab located next to the Access tab.
Add a New Contact:
Click the Add Contact button.
Enter Contact Information:
User Email: Type in the email address of the user or select from the drop-down who you wish to add.
First Name: Enter the first name of the contact.
Last Name: Enter the last name of the contact.
Active Project Membership: Choose the appropriate project from the dropdown list.
Contact Type: Select the role of the contact from the dropdown.
The Contact Type list displays the available roles. If there are no roles or seats available for a particular role, it will not be listed in the Contact Type dropdown.
Complete the Action:
After entering all required information, click Add Contact to save the new key contact.
Notes
Fields marked with an asterisk (*) are mandatory.
You can click Cancel to discard the changes before saving.
In the list view, users without a provided first name, last name, and title are displayed with their email address under the Name column. If a user has an LF ID, their username is displayed instead. Additionally, you can re-send an invitation to a user by clicking the mail icon next to their name.
To view a key contact's details, click on their profile. The profile displays the following information:
Key contact name
Associated activities (Technical, Events, Training, etc.)
Project associations
Repositories maintained by the key contact
To view a key contact's profile, follow these steps:
Click the Name.
The Profile dialog box appears with all the details.
Editing Key Contact Access
You can edit a key contact's access by reassigning or removing them. Options include:
Reassign: Replace the key contact with another user.
Remove: Remove the key contact's access to the organization.
To edit a key contact, follow these steps:
Click the edit icon associated with a key contact.
When editing a user, the Edit User dialog box appears, showing the user's project associations. Important considerations:
Reassign: Transfer project ownership to yourself or another user.
Remove: Click the cross mark to remove the user from the project.
Primary Contact: Cannot remove the user who is the primary contact for a project. You must reassign it to another user.
Committee Associations: If a user is associated with committees, contact Customer Support to delete the user.
After reassigning of the user, click Save Changes.
For users listed under Key Contacts, you can remove their affiliation if they don't have access to the Organization Dashboard (They only appear with "User Access"). To do this, click the Delete User. The procedure is identical to the one outlined in the "User Access (Delete User)" section
To delete the user, you need to raise the ticket.
The further steps, follow onwards on task.
If a user is associated with the committees, raise a ticket to delete a user.
In Contact Type, if the domain alias does not match, raise a customer support ticket by contacting the C team.
Discover New Projects tab under Membership Summary to identify open source projects where your organization is contributing, but lacks active membership programs.
What is the Discover New Projects Tab?
The Discover New Projects tab is a valuable feature that allows you to view open source projects to which your employees are contributing, but your organization does not have active membership programs. This tab helps you discover new projects where your organization is making contributions.
Key Features:
Project Details: The list provides the following information for each project:
Name of the open source project
Number of contributors from your organization contributing to the project
Number of contributions from your organization
Last contributed date to the open source project
Associated Members and Projects: You can also view various member companies or child projects associated with the main project.
Benefits:
Identify new projects where your organization is contributing, but lacks active membership programs.
Gain insights into the level of involvement and contributions from your organization.
Explore opportunities to establish membership programs with these projects.
Next Steps:
Use the Discover New Projects tab to discover new open source projects where your organization is contributing.
Explore the membership options available through the Explore Membership link to establish active membership programs with these projects.
A green dot will be glowing next to Actively Contributing on the top right if the organization is actively contributing to the open source project. You don't see the green mark for the projects, where there are no regular contributions from your organization.
To explore and apply for the membership, perform the following steps:
Click Explore Membership button.
The Benefits page appears with the list of membership programs along with the price. Click Become Member.
The Project Overview page appears, click Questions?Click here to raise a ticket link to create a support ticket. The support team will get back to you on how to enroll to a membership.