Our Cohorts feature was conceived to help you organize your company on Sunlight in order to reflect your company's organizational structure in real life as closely as possible.
To access your cohort settings, please visit your Company’s profile by clicking on your company’s icon on the left-side menu, and then locate the tab labeled "Cohorts" under your settings.
Once you get on your cohort’s page, you will be able to see your already existing cohorts and to create new ones. To learn more about this, please visit our article “Setting up your cohorts”.
Cohort types are simply labels for your Cohorts. You can create as many Cohort types as you wish, and their names can be completely personalized: Team, Cost Center, Office, Region… whatever you decide best fits your organizational structure.
By default, you'll have three Cohort types, one labeled “cohort”, one labeled "Manager." and one as “team”. The cohort type "cohort", named “all”, includes by default every single member of your group.
Cohort type Manager
This type of cohort will require a user to be assigned as the manager. This manager cannot be changed once given this permission, and this cohort cannot have multiple managers.
Managers can only see the requests they will need to approve. To learn how to set this cohort please go to “Setting Up your Cohort”. In addition to this, you can see how this permission work by reading our article “All about managers”.
Cohort type team or any other type you create.
If you're a company admin, you’ll be able to create different cohorts, and you can name them as you wish. These cohorts work a little different from a cohort type manager, in this case you’ll be able to grant certain users you choose two types of special permissions:
- Permission to approve orders.
The user will be able to approve orders placed by other members of the Cohort. They will also be able to see their cohort’s activity, requests and playlists.
- Permission to manage members.
The user will be able to see, add and remove users within their own Cohort. They will also be able to see their cohort’s activity and playlists, but they will not see their requests.
Filtering company activity by Cohort
If you are a Company admin then, within your Company’s page, you can sort through various sections (“Activity,” “Requests,” “Analytics,” “Reports,” “Members”). There you can add a specific Cohort as a filter; in this way, you will be able to see the precise information you want about a cohort.
Note: Admins will be given full access, but regular users will have to be members of a Cohort to access its information via these filter bars.