About Organization Group Administrators (OGAs)

An Organization Group Administrator (OGA) is an Iron Mountain Connect Records Management administrator who is able to:

• Create standard users that belong to the same organization group that the OGA belongs to.
• Search for and update existing users that belong to the same organization group that the OGA belongs to.
• Grant new standard users permissions that the OGA has access to.
• View permissions for standard users that are part of the organization group that the OGA belongs to. 

Organization Group Administrator (OGA) Permissions

Permissions enable organization group administrators to view and access workflows in Iron Mountain Connect Records Management.  The system administrator must manually set permissions when creating or assigning an OGA. 

Grant full permissions or limit the organization group administrator’s permissions as appropriate.  As a control mechanism, you can set up an OGA who has fewer  permissions than the standard users in the organization group.  In this case, the organization group administrator will be able to view the standard user’s permissions, but will not be able to change them, and should the standard user’s permissions need updating, the CUA for the company will need to make these changes.

Creating an Organization Group Administrator (OGA)

Only Client User Administrators (CUAs) are able to create Organizational Group Administrators (OGAs).

1. Click Manage Users from the My Quick Links section on the Iron Mountain Connect homepage, or access it from the Users portal in the center section of the screen.
2. Click the Create User button. The User Profile screen displays.
3. Complete all required fields.
4. From within the Account section of the screen:

a. Select the Records Management application.  This field MUST be selected when using organization groups.

b. Set the Records Management Role to Organization Group Admin.

5. Click Save. The user profile is complete; however, you must grant the user system permissions and organizational access to Iron Mountain Connect Records Management functionality.
6. Click the Records Management Access/Permissions link to open the Records Management Access/Permissions screen.
   • Assign Permissions:  Grant the appropriate permissions.  Refer to the Organization Group Administrator (OGA) Permissions section above.
   • Assign Organizational Access:  Click the checkboxes to assign access to the organization groups that this OGA will oversee. The OGA will be able to create standard users and assign them to these organization groups only. 
7. Click Save.  The OGA can now create and manage users for any of the organizations within the organization group.