CisionOne users can access the Organisation tab to make changes to various parts of the platform.
Where can I find my organisation settings?
Click on your initials in the left navigation.
Select Organisation from the top tabs.
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What organisation details can I update?
Usage
Users
Brand Profiles
Distribution Lists
Integrations
Metric Editor
Email Setup
Filter Sets
Usage
Super Users can access their Organization's usage statistics to monitor total Print usage, Media Item/Transcript Requests, and Active users for the life of their Service Level Agreement.
The Usage Report can be accessed by clicking Organization from the drop-down menu next to your initials within the platform.
From here, access the Usage Tab. The Usage Tab will provide charts and graphs of platform usages on the following:
Media Items such as Print Consumption, Media Item Requests, Instant-Edit Media Item Requests and Transcript Requests.
Here you will find active Users and their assigned Teams (if applicable).
If you are concerned about your allowance or would like to discuss ways to manage your consumption, please contact your dedicated Account Manager.
Users
How do I add, remove, or manage users in CisionOne?
This section explains how Super Users add, remove, and manage users, assign roles, and update permissions.
How do I add a new user?
Go to Organisation > Users.
Click Add user.
Enter name, email, role, and workspace (optional).
Click Send invitation.
How do I update a user?
Go to Organisation > Users.
Select the user.
Click Update User.
Click Save.
How do I deactivate or remove a user?
Go to Organisation > Users.
Open the three‑dot menu next to the user.
Select Deactivate user.
Standard User Version
Standard Users have view‑only access to the Users page. They cannot add users, change roles, or manage permissions.
What can Basic Users view?
List of team members
Roles and assignments
Contact details
What can’t Basic Users change?
User roles
Permissions
Organization settings
Brand Profiles
To create a Brand Profile, click on your initials in the top-left corner of the CisionOne Platform and select Organization from the drop-down menu.
From here, select Brand Profiles from the top menu. You will then see all existing Brand Profiles created by your dedicated Account Manager or team.
To create a new Brand Profile, click on the + symbol.
You can give your Brand Profile a name, and then upload either a Logo, Header Image, or both to be used in the report.
To upload images, click on the Page/Upload Icon and you will be able to choose a file from your computer to upload.
You can then add a Theme Color from either the HEX or RGB options and select a Font from the drop-down menu.
Once finished, click Create on the bottom right of the page to save your changes.
Creating Brand Profiles for Outreach
If you have access to Outreach as part of your Service Level Agreement, you can also create Brand Profiles for media releases and campaigns.
To create a new Brand Profile for Outreach, click on the Outreach tab and then the + symbol to create a new Brand Profile.
You can then give your Brand Profile a name, add a Header Image, or Footer Image. From this screen you can also select a font from the drop-down menu.
Once you have confirmed your options, click Create on the bottom right of the page to save your changes.
Managing Brand Profiles
You can create multiple Brand Profiles for Reports and Outreach in your account and edit them at any time.
To edit an existing Brand Profile, click on the ellipses on the top-right of the relevant profile you wish to edit.
You can then edit, duplicate or delete the Brand Profile.
Distribution Lists
How to Create, Edit, Delete, and Export Distribution Lists
If you're a Super User, you have the ability to create, edit, and delete distribution lists for use by your organization. If you do not see this functionality in your account and would like to be able to create Distribution Lists, please reach out to your account manager.
Accessing Distribution Lists
To view and manage your distribution lists:
Click on your initials in the top left-hand corner of the CisionOne platform
A drop-down menu will appear, click on Organisation.
Once you've clicked on Organisation, navigate to the Distribution Lists tab in the menu at the top of the screen.
View and Edit Distribution Lists
You can view all existing distribution lists or use the filter recipients search bar to check if an email address already exists as part of a distribution list.
If you'd like to edit an existing distribution list, click on the ellipsis button. This will enable you to edit or delete the distribution list.
Managing, Editing, Exporting Distribution Lists
Once you click the pencil icon, the screen to manage, edit, and export from distribution lists will appear.
To check recipients: Type the email address into the filter recipients' field.
To add recipients: Type a new email address and click enter or save.
To remove recipients: Click on the cross button next to the email address you would like to remove and click Save.
To rename the distribution list: Click into the Name field, type in the new distribution list name, and click Save.
Export Recipients to CSV button. This will download the recipient list as a. CSV file which can be opened in Microsoft Excel or other number processing tools.
All distribution lists are available for other super users in your organisation to view unless you switch on the Restricted button. The Restricted button will hide the distribution list from other individuals in your organisation.
Integrations
You can integrate Google Analytics, Slack, Microsoft Teams and Twitter in CisionOne.
Google Analytics
The Google Analytics integration provides you with website traffic that was driven by PR for all your news coverage that contains backlinks to your website.
To create Google Analytics integrations for your organisation, you'll need to first enable connectivity between these platforms and your organisation by following the steps below.
Click on Integrate
Add Streem as an authorised user by copying the following email address and adding it as a ‘View-Only’ user in your Google Analytics account.
To add the user, access Admin > Account Access Management on Google Analytics.
Click on the + Icon and select the option Add Users. Paste the email token and set the permissions as Viewer. The email should then appear in your User List.
To obtain the Property ID, access Property Settings and copy the ID. Paste into the Google Analytics Property ID Field.
To obtain the Stream ID, access Data Streams and copy the Stream ID from the Web Stream details page. Paste into the Google Analytics Stream ID Field.
Enter the Website URL the Stream ID corresponds with in the Google Analytics Stream URL Field, then click Integrate button to connect your Google Analytics Account to Streem/CisionOne.
To remove this integration, simply click ‘X Remove Integration’
Information on adding multpiple Google Analytics accounts can be found here.
Teams Integration
Slack and Teams each have their respective Integrate buttons.
To integrate Teams into CisionOne:
Click the Enable Microsoft Teams Integration button to be directed to Microsoft Teams on the Web or Desktop client.
An installation dialog will appear. Click on the Add to a team button.
On the following screen search and select the Channel from your Microsoft Teams account you wish to link with CisionOne, then click the Set up a Bot button.
The CisionOne bot will send a Welcome message to the selected channel.
Send a message to the CisionOne bot by typing @CisionOne connect.
It will prompt for a token which you will find on the Microsoft Teams integration page within your CisionOne account.
Paste this token then submit and you will receive a confirmation from the CisionOne bot that you have successfully integrated CisionOne with your Microsoft Team account.
To remove an integration, open up Integrations in your Account Settings, navigate to Microsoft Teams or Slack and click on Remove Microsoft Teams Integration to confirm the removal. You can always re-add the integration at a later stage.
Twitter (Outreach only)
Click on the Integrate button next Twitter and enter your username and password. Once integrated, you'll see Tweets from journalists/outlets in Outreach.
Metric Editor
CisionOne Super Users will be able to access the Metric Editor within their Settings.
Click your initials at the top left of the screen and select Organization from the menu.
Select the Metric Editor tab on the far right.
Editing Metrics
A slider with increments of 0.1 can be configured between 0 and 2. Any updates are saved automatically with a log of who and when a change was made.
Email Setup
Email Setup (DKIM) in CisionOne allows your superusers to configure and verify your domain in CisionOne so you can send emails from your organisation domain rather than the Cision domain.
Please find detailed guidance here.
Filter Sets
A Filter Set is a group of multiple filters available within the Advanced Filters popup.
Instead of repeatedly setting up individual filters, you can save a combination once and apply it across different platform locations.
From the Management Page
Click on your Initials at the top left of the page, Navigate to Organisation Settings → Filter Sets.
Click New Filter Set.
The Advanced Filters popup will appear.
Configure your filters as desired and click Save to store your new Filter Set.
From the Advanced Filters Popup
Go to any section where advanced filters can be applied.
Set up your filters as usual.
Open the Filter Sets tab within the popup.
Click Create Filter Set (bottom left corner).
Enter a name for your Filter Set and click Save.
This method is ideal for converting pre-existing filters from mention streams into reusable Filter Sets.