Difference between revisions of "The Root Company"
From SmartWiki
| Line 4: | Line 4: | ||
==How to Find the Root Organization== | ==How to Find the Root Organization== | ||
: 1. Click the 9-square icon on the top right of the homepage to access your menu. | : 1. Click the 9-square icon on the top right of the homepage to access your menu. | ||
| − | [[File:052919_MenuIcon.png]] | + | |
| + | :: [[File:052919_MenuIcon.png|border]] | ||
: 2. Under '''Organizations''', select '''Organization Hierarchy'''. | : 2. Under '''Organizations''', select '''Organization Hierarchy'''. | ||
| − | [[File:052919_EF_OrgHierarchy.png]] | + | |
| + | :: [[File:052919_EF_OrgHierarchy.png|border]] | ||
: 3. The current [[Organization hierarchy|organization hierarchy]] and [[User|users]] are displayed. The root organization is the first organization listed. | : 3. The current [[Organization hierarchy|organization hierarchy]] and [[User|users]] are displayed. The root organization is the first organization listed. | ||
| − | [[File:052919_EF_Root.png|200px]] | + | |
| + | :: [[File:052919_EF_Root.png|200px|border]] | ||
The first tab of your organization hierarchy lists [[Internal]] contacts, while the second tab lists [[External]] contacts. In the above example, the internal hierarchy is titled '''Branch''' and the external hierarchy is titled '''Organization'''. The [[Organization Terminology|organization terminology]] is variable depending on the SmartSimple [[instance]]; however, the root organization will always appear first on both the internal and external lists. | The first tab of your organization hierarchy lists [[Internal]] contacts, while the second tab lists [[External]] contacts. In the above example, the internal hierarchy is titled '''Branch''' and the external hierarchy is titled '''Organization'''. The [[Organization Terminology|organization terminology]] is variable depending on the SmartSimple [[instance]]; however, the root organization will always appear first on both the internal and external lists. | ||
==See Also== | ==See Also== | ||
| − | |||
* [[Organization hierarchy]] | * [[Organization hierarchy]] | ||
* [[Signup Page]] | * [[Signup Page]] | ||
| − | [[Category:System Management]] [[Category:User Activation]] [[Category:Architecture]] [[Category:Import]] | + | [[Category:System Management]] [[Category:User Activation]] [[Category:Architecture]] [[Category:Import]] |
Revision as of 09:12, 4 June 2019
Definition
The root organization is created when a copy of SmartSimple is initially activated and the first Global User Administrator is associated with this organization. The root organization is displayed at the root of both the Internal and External organization hierarchy, representing the instance.
How to Find the Root Organization
- 1. Click the 9-square icon on the top right of the homepage to access your menu.
-
- 2. Under Organizations, select Organization Hierarchy.
-
- 3. The current organization hierarchy and users are displayed. The root organization is the first organization listed.
The first tab of your organization hierarchy lists Internal contacts, while the second tab lists External contacts. In the above example, the internal hierarchy is titled Branch and the external hierarchy is titled Organization. The organization terminology is variable depending on the SmartSimple instance; however, the root organization will always appear first on both the internal and external lists.
