Changes

Organizations are hierarchically organized; each organization has a link to a single parent organization. An organization hierarchy will have an [[internal]] hierarchy (often referred to as branches, for internal employees staff and affiliates) and an [[external]] hierarchy (for external contacts and organizations). The [[The Root Company|root organization]], which is the organization at the root of that specific SmartSimple copy, will appear on both the [[internal]] and [[external]] hierarchies.

* '''Note''': You will have varying levels of access to modify or add to the organization hierarchy depending on your [[Role]] within a copy of SmartSimple. While the [[Global User Administrator|System Administrator]] will be able to add, delete, and edit organizations, and the respective [[Organization hierarchy#Organization Ownership|owners]] of an organization may modify their own organization, a typical user role such as an '''Employee''' or '''External Applicant''' might only be able to view the organization hierarchy.

The first tab of your organization hierarchy lists [[internal]] contacts, while the second tab lists [[external]] contacts. In the below 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 [[The Root Company|root organization]] will always appear first on both the internal and external lists. 

===How to To Create an A New Internal Branch In The Organization Hierarchy===With every instance of SmartSimple, the root organization will already be listed underneath the internal and external hierarchies of the organization hierarchy. To add to the organization hierarchy, the same technique is always used when creating a new internal organization:

'''* Note: '''The [[Organization Terminology|nomenclature]] for your SmartSimple [[instance]] may be different. For example, '''Organization '''may instead be labelled labelled Institution'''Branch. '''

7. If there are no duplicates, you will be prompted to select the the [[Client Categories|category ]] or categories that your new organization falls under. Click '''Next''' when you are done.

:* '''Tip: '''[[External]] organizations can be created as structural placeholders, rather than functional organizations. For example, an external organization called '''Individual Applicants '''would allow individual users to register if they are working independently, or are not directly affiliated with an organization. 

'''Activity '''— add a an [[Event Types|activity]] such as a phone call, event, or meeting with this organization, without reference to the specific contact who creates the activity

||This will display all the associated contacts to this current organization. You can learn [[How to Associate UsersAssociation Settings|how to associate users]] with an organization. 

In this example, the associated contact, Adrienne, is a '''Donor '''for this organization. When the associated contact is added, their information - such a s as email and address - will be displayed. They will also have their '''main '''organization listed under the Organization heading. Adrienne's main organization is '''External Reviewers. '''

===Filter Owner Based on BranchMoving Users to Another Organization===The contacts available In order to be selected move users to another organization so that they fall at a different level in the [[Level 1 Entity]] Owner [[standard field]] for an organization can be restricted to those belonging hierarchy (or to simply have them in the related resources of another equal-level company), you must enable the '''Parent Organization '''[[branchStandard Field]] (an organization record subordinate to another organization in the company hierarchy) and its sub-organizations. The branch must be selected first in update the standard field at level 1to the new organization. 

This function is enabled 1. Click on the main UTA Settings Page in 9-square menu icon on the Level 1 Setting sectiontop right of your page. 

1:: {{Icon-Menu}} 2. Click the 9-square menu icon on Under the top right of your pageheading '''Configuration, '''select '''Global Settings.'''

:: {{Icon-Menu}} 23. Under the '''Configuration User '''headingtab, select '''Tracking''' '''Applications '''and then select the hyperlink '''Edit '''button (pencil icon) next to the specific application you want to configureStandard Fields. ''' '''

* Alternatively, you can select the specific [[Universal Tracking Application]] you want to restrict the owner choices for under the heading 4. Make sure that the '''Applications.Parent Organization '''standard field is enabled. 

:: After enabling the Parent Organization standard field, when you are in '''[[File:060619_1.png|400px|borderEdit Mode]]3. Under the second tab''', '''select on a user'''Standard Fieldss profile, you can update their parent organization to move them to another organization. '''

* Note: The second tab is your [[Level 1 Entity]]; the nomenclature will differ depending ===Moving Organizations on the application. You can confirm what Hierarchy===To move '''organizations '''under a different '''Parent Organization, '''the Level 1 Entity same process is for a specific application by looking under repeated as the first above section, but using the '''Organization '''tab,> '''General, Standard Fields '''and finding the label for under '''Tracking Object LabelGlobal Settings. '''

:: ===System Summary===The system provides a number of ways of accessing information on the configuration details for an [wiki/Instance instance] of [File:Standard fieldswiki/SmartSimple SmartSimple].png|250px|borderFor more information, see our [[System Summary]] 4. Within the list of standard fields, select the field with the name '''Owner. '''The field details will be displayed page.

5===Organization and User Security Matrix===Using the SmartSimple security matrix, you are able to permission features to ensure that your system has the security you need. You can also permission [[User role|roles]] to access certain functionalities, or deny them use of parts of the system. Under '''Feature Options'''To learn how to configure and use the security matrix as a [[Global User Administrator|System Administrator]], toggle on '''Filter Lookup Results by Branchsee our [[Company and User Security Matrix]] page. '''

:: [[File:Filter lookup results by branch.png|400px|border]] : :* With You are also able to enable the other '''Feature Options, '''you may choose other configurable restrictions security matrix for this standard field, such as Lookup restrictions for specific individual {{UTA}}s - see [[RolesUTA Settings - Security]] and so onfor more information.