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Ylläpitäjät: Organisaation asetukset ja käyttöönotto

Kuinka ottaa tilit käyttöön ja hallita organisaatiosi lisenssejä.

Päivitetty tänään

Ylläpitäjänä sinulla on organisaatiotason kontrolli Heidin konfiguroinnista, turvaamisesta ja käytöstä koko käyttöympäristössäsi. Tämä video antaa lyhyen yleiskatsauksen organisaatiotasolla saatavilla olevista keskeisistä asetuksista.

The global admin role

If you're leading the deployment of Heidi within your organisation, you'll be assigned the role of global admin. This gives you control over organisation-wide settings, including user management, role assignment, and paid seat allocation.


Session retention policies

From the organisation settings, you can define how long users are permitted to retain sessions in Heidi. For example, you might set a policy limiting session retention to a maximum of seven days — meaning clinicians must transfer their session notes to their EHR within that window before the data is removed.


Single Sign-On (SSO)

If your organisation uses SSO, Heidi will work directly with your technical team to configure and enable it across your organisation. Once set up, users can log in via your chosen identity provider rather than managing a separate Heidi password.

💡 Note: SSO setup requires involvement from your IT or technical team. Reach out to the Heidi Customer Success team to get this process started.


Multi-factor authentication (MFA)

If SSO isn't in place, you can enable MFA at the organisation level to add a security layer when team members log in. You can choose the configuration method that suits your organisation — either SMS only, or SMS and email authentication.

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