Your Productsup organization
Get an overview of your organization level in Producstup.
Introduction
The organization level consists of all information in Productsup related to your company, such as all projects and their sites, user management, monitoring, and more.
Find your organization
You may have access to several organizations, each of which has its projects, sites, and settings. If you have only one organization, you can go to the organization level one of the following ways:
Select your organization name at the top of the main menu.
Select your organization name in the breadcrumbs.
Go directly to the link ending with your organization ID.
If you have multiple organizations, to switch to the necessary organization level, take the following steps:
Select the arrow next to your organization name at the top of the side menu.
Search for or select the necessary organization from the list.
Overview of your organization level
The organization level of the platform provides you with an overview of all projects within your Productsup organization.
You can select the right arrow icon (>) on a project to expand it and get an overview of its sites.
For example, the expanded Tracking Data project has the site Tracking Data for Retailer Demo.
In the upper ribbon of the overview of the projects in your organization, you can search for, sort, and filter your projects and sites with the help of the following options:
Use the search bar to find a project or a site by name.
Use the Projects only, Filter, Recent, Exports, and Tags drop-down menus to filter projects and sites based on their states, exports, and tags.
Select Errors to see the projects and sites that have the error you are looking for.
Select the graph or warning icon to change the view of your organization overview and have a different set of columns describing your projects and sites:
The graph view focuses on exports.
The warning view focuses on errors and warnings.
Perform a bulk action on multiple projects and sites simultaneously by selecting Bulk Option. See Use bulk options to perform actions across multiple sites for more information.
Select Unfold all Projects to expand all projects and see all their sites in your organization overview.
Select Download to download a list of all projects and sites within your organization as a CSV file.
Use Clear Filters to bring the selected options to the default state.
Organization's main menu
You can open the organization-level menu by selecting your organization's name at the top of the main menu.
The organization's main menu features include:
Overview: an overview of all projects and sites available to you according to your access rights.
Dashboard: an overview of your organization's performance, such as the number of imported and exported items compared to the total, the processing time, export readiness, and errors during the run.
Authentication: a feature that lets you add and view your authentications with external systems. See Add OAuth authentication to external systems for more information.
User Management: a feature that lets you add, edit, and remove users and change their access to sites and projects. See User Management for more information.
Monitor: a feature that lets you set up email alerts for error events and process breaks. See Monitor events overview for more information.
FTP Accounts: a feature that lets you add your FTP accounts in Productsup.
Activity: a summary of maintained and exported products by a selected month.
Shared Dataflow: a feature that lets you configure Dataflow once and reuse it across multiple sites. See Share dataflow with other sites.
Settings: a page where you can rename, delete, or move a site to another project.
Note
The number of available menu options depends on your user access rights. For example, the User Management menu option is only available to users with administrator rights.
See User types and access rights for more information.
Switch between Productsup and Retail platforms
The Productsup and Retail platforms now share the same login.
If you use both platforms, you can switch between them using the profile icon in the top-right corner of the page at the organization, project, or site level.
Note
The Retail platform is also referred to as Retail PX. See Productsup Retail Platform Help Center for end-user documentation.
To switch between the platforms:
Select your user profile icon in the top-right corner of the page.
Select Workspaces.
