Naar de hoofdinhoud

Admins: Organisatie-instellingen en provisioning

Hoe u accounts kunt inrichten en licenties voor uw organisatie kunt beheren.

Vandaag bijgewerkt

Als globale admin hebt u organisatiebrede controle over hoe Heidi is geconfigureerd, beveiligd en toegankelijk is in uw volledige implementatie. Deze video geeft een bondig overzicht van de belangrijkste instellingen die beschikbaar zijn op organisatieniveau.

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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