The most important facts in brief:

• Echometer is hosted by the Telekom Open Cloud and exclusively within the EU.
• The customers’ data is encrypted both during transmission and in the database “at rest”.
• Echometer discloses its Technical and Organizational Measures (short “TOMs”) within the framework of its data processing agreement (short “AVV”), which is listed as an appendix to every SaaS contract. The AVV is can be viewed online here.

If you have any questions regarding IT-Security and DSGVO at Echometer, you can always contact our email support: privacy[at]echometer.de

Only workspace admins can remove users from Echometer. To do this, go to the workspace administration under “Workspace Members” and select the person from the list.

In the window that opens, simply click “Remove” and confirm the action. Important: If the user is the only admin of a team, either another admin must first be appointed for this team, or the team must be archived.

Billing types

First check which type of billing is relevant for you:

• Variant 1: Billing based on team licenses (current standard since March 2023)
• Variant 2: Billing based on user licenses (standard for customers who started before March 2023 and for individual Enterprise contracts)

Variant 1: Team licenses

Each team in the workspace is billed as a service unit. If a team is no longer required, you can archive it. Archived teams are not invoiced.

Invoices for team licenses

The invoices can be downloaded under “Workspace Settings>General”

Variant 2: User licenses

All users who can access a workspace count as workspace members.

For billing, only “active workspace members” are relevant. Active workspace members are those who are in an active team. An “active team” is any team that has not been archived.

You can simply archive inactive teams under “Workspace Settings>Teams” and their members will no longer be billed in the next month.

In the workspace administration under “Workspace Members”, the current number of users can be viewed and, in addition, an export of the billed licensees can be downloaded on a monthly basis:

Invoices for user licenses

Invoices are sent as PDF via email to an agreed mailbox. To change this mailbox, please contact “accounting at echometer.de”.

Tip: Remove inactive members

Tip: The “Remove inactive workspace members” button allows you to remove inactive members (i.e. users who are not in an active team) with one click. Once they have been removed, they will no longer have access to the contents of the workspace.

Echometer supports the SAML authentication flow. SAML is only responsible for authentication - it provides a flow for provisioning and synchronizing users between Echometer and the connected federation.

SAML SSO example use case

The company “BigSoftware Corp.” wants to use Echometer with its employees. All employees already have a user account in the login portal of BigSoftware, which supports its use as a SAML Identity Provider (IDP).

Echometer can now connect BigSoftware’s IDP to the Echometer workspace that has been set up for BigSoftware. Company BigSoftware can now configure per user which users are allowed to log in to Echometer by simply adjusting their IDP settings.

Set up SAML SSO in Echometer

In your Echometer workspace, navigate to Workspace settings>Integrations.

To set up SAML for your workspace, you need the Echometer Business or Enterprise version. In the free version or the Pro version, you will be informed accordingly about the necessary upgrade.

You can now make the settings here:

In the settings, for example, you can select whether a login with SSO should be enforced for all or some workspace members.

With the JIRA integration in Echometer, action items created in Echometer can be created in a JIRA project.

The JIRA integration must first be set up by a workspace admin. To do this, navigate to “Integrations” in the workspace administration and add the link to your JIRA instance.

As soon as the JIRA integration is activated for the workspace, every user can activate their access in the account settings. You can find the account settings by hovering your mouse over your name and email address in the menu bar at the top left and selecting the entry in the list:

At the bottom of the account settings you will find the button to authenticate yourself with JIRA:

After successful setup, an additional option appears when creating action items, which can be used to configure the creation of the action item in JIRA:

In addition, the action items created in JIRA can be opened directly via the Echometer action items:

Echometer can be integrated with all versions of self-hosted Jira instances as well as Jira Cloud that are still supported by Atlassian. It should be noted that access to Jira must not be blocked (e.g. by a firewall).

Are you having problems setting up? Then contact our support!

Echometer is a web app and runs in the user’s browser. Echometer supports all modern browsers from Safari, Chrome, Edge, Firefox to Opera.

Echometer can be used without restrictions on tablets and PCs (Windows, Linux and Mac). In contrast to the surveys, the layout of the menu navigation and the retrospective is not optimized for mobile use on smartphones.

Important note: Internet Explorer is not a “modern browser”, but rather as Microsoft says it is a compatibility solution for outdated software. Therefore it is not supported.

Your organization had multiple workspaces in Echometer for “historically grown reasons” and now all teams are to be migrated to a common workspace?

How to migrate a team from an old to a new workspace:

• Make sure that you have the necessary permissions: You have to be a workspace admin in both the old and the new workspace.
• Navigate to the team list of the workspace administration and open the settings of the team to be migrated in the menu of the list:
  
• Navigate to the “danger zone” of the team settings and select the workspace to which you want to move the team. If you do not see the desired new workspace, it is because you are not a workspace admin of the new workspace.
• During the migration, you can use the checkbox “Keep team members and activate them in the new workspace” so that the team members are automatically added. When the function is activated, you will be shown directly how many new team members the new workspace would gain by migrating the team.
• If the checkbox is not activated, only those team members will be kept in the team who were already members of the new workspace before the team was migrated.