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 on the main UTA Settings Page in the Level 1 Setting section.  1. Click on the 9-square menu icon on the top right of your page.

2. Under the '''Configuration '''heading, select '''Tracking''' '''Applications '''and then select the '''Edit '''button (pencil icon) next to the specific application you want to configure. ''' ''' * Alternatively, you can select the specific [[Universal Tracking Application]] you want to restrict the owner choices for under the heading '''Applications.''' :: [[File:060619_1.png|400px|border]]3. Under the second tab''', '''select '''Standard Fields. ''' * Note: The second tab is your [[Level 1 Entity]]; the nomenclature will differ depending on the application. You can confirm what the Level 1 Entity is for a specific application by looking under the first tab, '''GeneralConfiguration, '''and finding the label for '''Tracking Object Label. ''' :: [[File:Standard fields.png|250px|border]] 4. Within the list of standard fields, select the field with the name '''OwnerGlobal Settings. '''The field details will be displayed.

53. Under Under the '''Feature OptionsUser '''tab, toggle on select the hyperlink '''Filter Lookup Results by BranchStandard Fields. '''

:: [[File:Filter lookup results by branch4.png|400px|border]] : :* With the other Make sure that the '''Feature Options, Parent Organization '''you may choose other configurable restrictions for this standard field, such as Lookup restrictions for specific [[Roles]] and so onis enabled. 

====Internal Branch Filter====When using After enabling the Branch [[Parent Organization standard field]] at , when you are in '''[[Level 1 Entity|Level 1Edit Mode]] '''on a user's profile, you may also restrict which companies are available in the Branch drop-down list based on which user is editing the recordcan update their parent organization to move them to another organization.

* ===Moving Organizations on the Hierarchy===To force selection of their own company use:move '''organizations '''under a different '''Parent Organization, '''the same process is repeated as the above section, but using the '''Organization '''tab > '''Standard Fields '''under '''Global Settings. '''

<pre> companyid = @companyid@ </pre>==System Summary===* To allow The system provides a number of ways of accessing information on the user to select from the branches under their company:configuration details for an [wiki/Instance instance] of [wiki/SmartSimple SmartSimple]. For more information, see our [[System Summary]] page.

<pre> parentlist like '%===Organization and User Security Matrix===Using the SmartSimple security matrix,@companyid@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,%' </pre>or deny them use of parts of the system. To learn how to configure and use the security matrix as a [[Global User Administrator|System Administrator]], see our [[Company and User Security Matrix]] page.

See * You are also able to enable the security matrix for individual {{UTA}}s - see [[Standard Level 1 Field ListUTA Settings - Security]] for more configurable options if you would likeinformation.