Organization

From the Organization menu, you can:

  1. Change the Org background color to match your branding

  2. Rename your Organization

  3. Find your Short Code

Don't see Organization in the Admin menu?

  • Access to the Organization tools is limited by Role permissions
  • If you need access to the Organization tools, contact your Admin or your SwitchBase Account Representative

1. Change the Org Color

About your Theme → Org Mode

  • Org mode is normally the branded color of the Organization to which you belong

    • In this image you'll see Thunderhawk's world-famous branded blue (#3783BE)
    • To see the color change, select Theme → Org

    • Open Theme again → and switch back to Light, which is the traditional SwitchBase Sidebar Green

Change the Sidebar Color

To change the Org color:

  1. Click the Admin menu

  2. Pick Organization → and enter a Hexadecimal code (or RGB/HSL numbers) next to the Color Picker

  3. Optionally → click the Color Picker, and select your color from the palette

Org Color Codes

  • Only the official organization and change the Org color

    • Visit our Organization Guide to see how branded colors are set and updated

  • For reference, here's a few color ideas with the Hexadecimal (Hex), RGB, and HSL code equivalents:

ColorHexRGBHSL
SwitchBase Branded Green#52C3BD82, 195, 189177, 49%, 54%
SwitchBase Sidebar Green#297F7941, 127, 121176, 51%, 33%
New Green#297F7A41, 127, 122177, 51%, 33%
Flare Orange#F06322240, 99, 3419, 87%, 54%
Signal Blue#B7E4F4183, 228, 244196, 73%, 84%
Carbon Black#3D3D4161, 61, 65240, 3%, 25%
University Blue#002E5D0, 46, 93210, 100%, 18%
University Red#BE0000190, 0, 00, 100%, 37%
Thunderhawk Events Blue#3783BE55, 131, 190206, 55%, 48%

Actions of the Color Picker

The SwitchBase Color Picker, is broken into a few standard parts:

  • A. Hue slider → drag to pick from the full rainbow spectrum defined in RGB

  • B. Saturation-Value square → pick the saturation (left-right, how vivid vs. gray) and value/brightness (top-bottom, how light vs. dark) for the hue already selected

  • C. Preview → displays the currently selected color

  • E. Eyedropper → a tool to sample a color from elsewhere on screen

  • D. Value inputs → pick fields for R/G/B, H/S/L, or hex code numbers.

Eyedropper Actions

  • Pick the Eyedropper

  • Drag the circle grid to any color on your desktop

  • Tap the color you wish to use

Save, Discard & Reset to Default

  • Don't forget to Save!
  • If you change your mind, hit Discard

  • If you change your mind late in the game, use the Reset to default option to return to the:
ColorHexRGBHSL
SwitchBase Sidebar Green#297F7941, 127, 121176, 51%, 33%

2. Rename an Organization

To change the name of your Organization:

  1. Click the Admin menu

  2. Pick Organization → and click in the name box

  1. Edit your Organization's name

  2. Select Save Changes

  1. Refresh your Web Account (or Mobile App) to view the update

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3. About Short Codes

Choose carefully

  • Your Short Code is a fixed part of your account → a permanent ID that cannot be changed
  • The SwitchBase Team will configure and provide it for your Public Links and Managed Accounts
  • Look up your existing Short Code

What's a Short Code?

Short Codes are human-readable forms of an organization's ID within a URL, such as:

  • t-arena
  • metlife
  • utahutes
  • celebrity-theatre
  • our-venue

Unique to every organization in SwitchBase, Short Codes serve several essential purposes:

  • Public Links: Anonymous Public Links launch Shortcut versions of Forms that can be distributed down multiple channels → ex. SMS, QR codes, NFC, social media, email, and more

    • Below are 3 Public Links and an Intro message in this Guest Services post, all addressing different needs

  • Managed Accounts & Device Logins: Short Codes enable secure login to dedicated computers and mobile devices without requiring individual email addresses. The subsequent 'Organization Codes' enhance security by allowing these devices to be tightly locked down

  • Streamlined URLs for Forms: Short Codes simplify URLs for Forms, making them shorter and easier to share and remember, as in t-hawk instead of Thunderhawk → ex. connect.switchbase.com/p/t-hawk/8o3n8mqr

Rules for creating Short Codes

There are a few additional rules that you'll need to follow to avoid a glaring error message:

They can contain only:

  • lowercase letters
  • numbers
  • underscores (_)
  • hyphens (-)

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Find your Short Code

To find your Short Code:

  1. Open the Organization section from the Admin menu

  2. Spot your Short Code

    • If no Short Code exists, contact your SwitchBase Representative for help setting it up

Create a Short Code

Here's a quick peek into how a SwitchBase Account Representative will create your Short Code:

  1. Click open the Admin menu → and pick Organization

  2. Click in the Short Code box

  3. Enter a new Short Code → and heed the warning!

  4. Select ✓ Save Changes

To Abandon the Change

  • Either:
    • Click out to another part of your Organization without saving
    • Click Discard Changes

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Add Managed, Shared Device Credentials

Managed Account credentials provide shared access to computers or tablets without requiring individual user logins. They create a device-specific identity that allows authorized personnel to start work immediately.

Key Benefits

  • No Individual Logins → Users may bypass individual credentials
  • Open Access → any appointed team member can quickly use the device
  • Group-Based Security → Admins control data access via Group permissions

Prepare your Group's Resources

To create your Managed Account credentials:

  1. Pick Users → from the Admin menu

  2. Make sure a Short Code appears

    • If no Short Code exists, contact your SwitchBase Representative for help

3 Click + Create Managed Account

  1. Enter the following:

    • A. Username → with no capital letters or special characters → except - and _

    • B. Display Name → whatever works!

    • C. Password → as prompted

    • D. Optional: You can select a Role → but it will usually be left as None

    • E. Groups → pick the Group (or Groups) that hosts the Resources your device Users need

  2. Select Create Managed Account

Add as many managed accounts as you may need

Log into a Managed Device

To sign into a device with Managed Account credentials:

  1. Click Log in with organization code →

  2. Enter the following:

    • A. Short Code → enter your Organization's Short Code without capital letters → ex. t-events

    • B. Username → ex. guest-services

    • C. Password

    • D. Click Sign In

  3. Accept and enter your Organization

Look up Managed Account credentials

To look up your Managed Account credentials → or to change the password or Remove the account:

  1. Pick Users → from the Admin menu

  2. Select a Managed Account from the list

  3. View your credentials → or make necessary changes

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Organization