Organization

Before you start

Open the Client Admin area while signed in with Client Admin access. Confirm that you are working in the intended organization before changing membership or the organization tree.

• Organization units and regions are separate trees with separate assignment and reporting uses.
• Use recognizable names and avoid putting sensitive information in names, codes, or user notes.
• If a source is unavailable, stop before making a membership decision; a blank list is not confirmation that nothing exists.
• Organizations can nest sub-organizations several levels deep. Expand a row in the organization tree to see its sub-organizations, or use Expand all to open the whole tree at once.
• Retired organizations are hidden from the tree by default; use the Inactive filter to bring them back into view.
• When adding or moving a sub-organization, choose its place in the tree level by level: start with the top-level organization, then choose the specific organization it nests under.
• Sub-organizations can go up to three levels below a top-level organization.
• The Admin setup guide is covered in Launch and setup, and role groups are covered in Roles and capabilities.

Read the organization tree

Choose Orgs or Regions to switch dimensions. Organization units can nest several levels deep; regions remain a separate hierarchy used for regional assignment and reporting.

• The Active filter is on by default, so inactive or retired rows stay out of the working view.
• Expand a row to see its children, or use Expand all and Collapse all when you need to inspect the whole tree.
• Use the Inactive filter when you need to review a retired row; hiding it does not delete it.

1. Open Organization and choose Orgs or Regions.
2. Use Expand all, Collapse all, or a row's expand control to inspect the hierarchy.
3. Turn on Inactive when you need to review rows that are not active.

Create or update a unit or region

Use Add New Organization or Add New Region for a new row. Edit an existing row when its name, code, active state, parent, or optional home-region description needs to change. A user’s own region assignment is what drives reporting; a unit’s optional home-region field is descriptive.

• Name is required. Code is optional, for example a key from your HR system or CSV files.
• Active controls whether the row appears when you assign people and as a choice on the onboarding survey's organization question. Inactive rows are hidden from both.
• Delete removes the row. People assigned to it, and any child organizations, are detached rather than deleted. Deleting cannot be undone.
• Open an organization to see its members. Turn on Include sub-orgs to roll the list up to everything beneath it.
• Regions have no member list. Assign people to a region from Users, one at a time or in bulk.

1. Choose the dimension, then select Add New Organization, Add New Region, or an existing row.
2. Enter a clear name and optional code. For an organization unit, choose whether it is a parent org or select its parent level by level.
3. Choose Active when the row should remain available for assignment; leave it off to hide the row from new assignment.
4. Select Create org or Save changes and wait for the tree to reload with the saved row visible.

Invite and manage users

Use Users to review the organization roster, invite a participant, add a user directly, assign a Manager, and assign an organization unit or region. Follow your organization's joiner and leaver process when access changes.

• Invitation statuses are pending, sent, accepted, and revoked. Stride also shows Expired as a computed label on a pending or sent invitation once its link has timed out.
• A deactivated account does not receive new access until your organization's process restores it.
• Use a work address when your organization requires one, and do not put sensitive details in a user note.
• A name is cleaned of invisible and directional-control characters before it is saved. If a name is rejected as empty, it likely contained only such characters; re-enter it with visible letters.
• A personal invitation link is single-use and expires 7 days after it is sent. Access choices are Evolver, Manager, and Executive; only a Platform Superuser can invite someone as Admin.
• For Bulk Import, choose Download CSV Template to start. The file needs the columns full_name, email, access, department, and manager_email. Use employee, manager, or executive for access, with employee meaning Evolver. One invalid row stops the whole import, so nothing is staged until the file is clean.
• On Manage Invitations, choose Send invite link to selected to resend, or Revoke. Only Pending and Sent invitations can be resent or revoked; Accepted, Expired, and Revoked ones are skipped.
• Select several people to set access, assign an organization unit or region, or resend invitations in one step. Set access offers Evolver, Manager, Executive, and Admin.
• Open a person to change their access, name, direct manager, team, organization unit, region, Evolver Participation, Manager Capability, and Creator. Roles and capabilities explains each one.

1. Open Users and use Search name or email or the role, team, pending, unit, and unassigned filters to find the intended person.
2. Choose Send Invite Link to invite someone with an email address and an access level, or Add User to also record their full name, manager, team, and a legacy department label. Both send an invitation email, and nobody has an account until they accept.
3. Check the recipient and choose the appropriate access, Manager, organization unit, and region values before saving.
4. Confirm the invitation or roster readback before telling the person that access is ready.
5. For many people at once, choose Bulk Import and upload a CSV of up to 1,000 rows. Importing only stages a pending invitation for each valid row; no email is sent yet. Review the staged rows, then choose Invite all just-imported users to actually send the invite emails.

Share an invite link

A shared invite link lets a group join your organization with one link. Each person verifies their email address and joins as an Evolver.

• A shared link expires 24 hours, 48 hours or 1 week after you create it, as you choose. 48 hours is the default. Create a fresh link after it expires.
• Replacing or revoking a link also stops its invitations that nobody has accepted yet. People who already joined keep their accounts.
• If Stride set up an allowed email domain list for your organization, only addresses on those domains can join with the link.
• Personal invitations are different. They are tied to one email address and last 7 days.

1. Open Users and choose Shared invite link.
2. Choose Create shared link and confirm when asked.
3. Choose Copy link and send it to your group by chat or email.
4. To stop the link early, choose Revoke link. To issue a new one, choose Replace shared link.

Set the reporting privacy floor

The reporting privacy floor is the smallest group Stride will report on. A unit, region, or segment below the floor shows Insufficient data in executive and Admin roll-ups, so small groups cannot be identified.

• The default is 5.
• Lowering the floor below 5 weakens the privacy protection, so check with your organization's privacy and employee-representation reviewers first.
• The Reporting privacy step in the Admin setup guide points here.

1. Open Organization and find Reporting privacy floor at the top of the page.
2. Enter a whole number from 1 to 100 under Minimum respondents.
3. Choose Save.

Privacy and recovery

Membership changes affect what a person can access and which manager-scoped surfaces include them. Verify the intended person and organization before sending an invitation, changing access, or assigning a reporting relationship.

• A person's data can be exported on request through their Client Admin, and a deactivated account is permanently erased after a period of inactivity your organization configures, or never, if your organization has not set one.

1. If the Users or Organization source reports an error, choose Refresh sources or Retry for the affected source.
2. If a region source is unavailable, continue only with unit work that does not require region metadata and retry the region source before assigning a region.
3. If no rows appear, confirm the active and search filters before treating the view as empty.