Organization Setup

Configure your organization in Testify, from initial registration through branding and invite management.

Overview

Every organization in Testify operates as an isolated tenant with its own users, data, and configuration. When you register an organization, the system creates a unique tenant code that identifies your institution across the platform.

Registering a New Organization

Self-Service Registration

Any institution can register through the public signup flow.

1. Navigate to the "Register Organization" page
2. Fill in the required fields:
   • "Organization Name" -- the display name for your institution
   • "Type" -- select your organization type (e.g., school, college, coaching center)
   • "Email" -- the primary contact email for the organization
3. Fill in the admin account fields:
   • "Admin First Name" and "Admin Last Name"
   • "Admin Password" -- must be at least 8 characters
4. Optionally provide "Phone", "Address", "City", "State", and "Country"
5. Click "Register"

After registration:

• A welcome email is sent to the organization email with your tenant code
• A verification email is sent to the admin email address
• You must verify your email before logging in

Tip: Save your tenant code somewhere safe. Users will need it when signing up to join your organization.

Super Admin Registration

Super admins can create organizations directly from the admin panel.

1. Go to "Admin" > "Organizations"
2. Click "Create Organization"
3. Fill in the organization details and admin credentials
4. Click "Create"

The system generates a tenant code automatically and returns it in the response.

Understanding Tenant Codes

Each organization receives a unique tenant code upon creation. This code:

• Identifies the organization across all of Testify
• Is required when new users sign up to join an existing organization
• Appears in the organization settings page
• Is sent via the welcome email after registration

Tip: Share your tenant code with teachers and students so they can join your organization during signup by entering it in the "Tenant Code" field.

Viewing Organization Settings

1. Navigate to "Settings" > "Organization"
2. The settings page displays:
   • Organization name and type
   • Slug (URL-friendly identifier)
   • Contact information (email, phone, address)
   • Tenant code
   • Branding configuration (logo, colors)
   • User and question limits
   • Creation and last update timestamps

Configuring Organization Branding

Customize how your organization appears across the platform with white-label branding options.

Setting Logo and Colors

1. Go to "Settings" > "Organization"
2. Under the "Branding" section:
   • "Logo URL" -- paste a URL to your organization's logo image
   • "Primary Color" -- enter a hex color code (e.g., #4f46e5) for the main brand color
   • "Secondary Color" -- enter a hex color code for the accent color
3. Click "Save Changes"

The branding colors and logo apply to:

• The platform header and navigation
• Email notifications sent from your organization
• Certificates generated for students
• The login page (if white-label is enabled)

Tip: Use your institution's official brand colors for a professional look. The primary color is used for buttons and headings, while the secondary color is used for accents and highlights.

Updating Contact Information

1. Go to "Settings" > "Organization"
2. Update any of the following fields:
   • "Name" -- organization display name
   • "Email" -- primary contact email
   • "Phone" -- contact phone number
   • "Address", "City", "State", "Country"
3. Click "Save Changes"

Managing the Invite System

Testify supports invite links to streamline user onboarding. Admins and teachers can generate invite links that allow new users to join the organization with a specific role.

Generating an Invite Link

1. Go to "Users" > "Invite Links"
2. Click "Generate Invite"
3. Configure the invite:
   • "Role" -- select either Teacher or Student
   • "Class" -- optionally assign invitees to a specific class
   • "Section" -- optionally assign to a section within the class
   • "Expires In (Days)" -- set an expiration period, or leave blank for no expiry
   • "Max Uses" -- limit the number of times the link can be used, or leave blank for unlimited
4. Click "Generate"
5. Copy the generated invite URL and share it with your users

Viewing Active Invite Links

1. Go to "Users" > "Invite Links"
2. The list shows all generated invites with:
   • Role assigned
   • Class and section (if specified)
   • Creator name
   • Expiration date
   • Usage count (current uses vs. maximum)
   • Active/inactive status

Deactivating an Invite Link

1. Find the invite link in the list
2. Click the "Deactivate" button
3. The link immediately becomes invalid and can no longer be used

Tip: Create separate invite links for different classes or sections. This way, students are automatically placed in the correct class when they sign up.

How Users Accept Invites

When a user receives an invite link:

1. They open the link in their browser
2. The system validates the link (checks expiry and usage limits)
3. They see the organization name, role, and class/section details
4. They fill in their account details:
   • "Email"
   • "Password"
   • "First Name" and "Last Name"
   • "Phone" (optional)
5. They click "Create Account"
6. The account is created with the specified role and class assignment
7. Email verification is automatically completed for invite-based signups

Setting User and Question Limits

Super admins can set limits on organization resources.

1. Go to "Admin" > "Organizations" > select the organization
2. Click "Edit"
3. Set the following limits:
   • "Max Users" -- maximum number of user accounts
   • "Max Questions" -- maximum number of questions in the question bank
4. Click "Save"

Tip: These limits help manage resource allocation across organizations, especially when running a multi-tenant deployment with many institutions.

Organization Dashboard Statistics

View key metrics for your organization at a glance.

1. Navigate to the "Dashboard" or "Organization" > "Stats"
2. The dashboard displays:
   • Total students
   • Total teachers
   • Total classes
   • Total sections
   • Active exams (published)
   • Total users

Managing Organization Status

Super admins can change an organization's status.

1. Go to "Admin" > "Organizations"
2. Select the organization
3. Change the "Status" field (e.g., active, suspended, archived)
4. Click "Update"

Tip: Suspending an organization prevents all its users from logging in while preserving their data. This is useful for organizations with unpaid subscriptions.

Deleting an Organization

Only super admins can delete an organization.

1. Go to "Admin" > "Organizations"
2. Select the organization
3. Click "Delete Organization"
4. Confirm the deletion

Tip: Deletion is permanent. Consider suspending the organization first if you may need to restore it later.

Troubleshooting

Users Cannot Join with Tenant Code

• Verify the tenant code is correct (case-sensitive)
• Ensure the organization status is active
• Check that the user limit has not been reached

Invite Links Not Working

• Check that the invite has not expired
• Verify the usage count has not reached the maximum
• Ensure the invite has not been deactivated

Branding Not Appearing

• Verify the logo URL is publicly accessible
• Ensure color codes are valid hex values (e.g., #4f46e5)
• Clear browser cache after making branding changes