Difference between revisions of "Subscribing to SmartFolders"

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{{Deprecated}}
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[[Smart Folder|SmartFolders]] is a subscription feature that the organisation must subscribe to before you can create any folders.
 
[[Smart Folder|SmartFolders]] is a subscription feature that the organisation must subscribe to before you can create any folders.
  
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[[Image:Smf.png]]
 
[[Image:Smf.png]]
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The '''Organization Chart''' is displayed.
 
The '''Organization Chart''' is displayed.
  
 
[[Image:Amf.png]]
 
[[Image:Amf.png]]
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2. Click the [[Root Company|root company]] name.
 
2. Click the [[Root Company|root company]] name.
  
 
The details of the [[Root Company|root company]] are displayed.
 
The details of the [[Root Company|root company]] are displayed.
  
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The company '''properties – applications''' link on the right of this window is used to display the '''application subscription''' window.
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The company '''properties Click on the Settings Tab – Applications''' link on the right of this window. This will display the '''Application Subscription''' window.
  
 
[[Image:Amf1.png]]
 
[[Image:Amf1.png]]
  
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==Application Subscription Scope==
 
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The scope of an [[Application|application]] subscription is determined by where the subscription is activated in the [[Organisation Hierarchy|organisation hierarchy]].
 
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Selecting a different level of the [[Organisation Hierarchy|organisation hierarchy]] will make the [[Application|application]] available to more or fewer organisations.
 
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* If you are in the [[Internal|internal]] [[Hierarchy|hierarchy]] you can subscribe [[Internal|internal]] organisations – your divisions and branches.
 
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* If you are in the [[External|external]] [[Hierarchy|hierarchy]] you can subscribe [[External|external]] organisations – your customers and partners.
 
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* If the [[Root Company|root organisation]] is selected (as in this example), the [[Application|application]] can be made available globally to all [[Internal|internal]] sub-organisations, or just the root organisation.
 
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* If a sub-organisation is selected, the [[Application|application]] can be made available to all sub-organisations under that organisation, or just the sub-organisation.
 
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A [[Local Administrator|Local Organisation Administrator]] can manage the lower level subscription process, but they will only be able to subscribe their organisation to [[Applications|applications]] that you have already subscribed to at the root level.
 
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1. Click the [[Root Company|root organisation]].
 
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2. Click the '''Settings''', [[Applications]] [[Menu|menu]].
 
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The '''Application Subscription''' window is displayed.
 
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[[Image:Appsub.png]]
 
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==Application Scope Options==
 
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The '''Application Scope''' options are displayed at the bottom of the window.
 
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[[Image:Appsub1.png]]
 
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These options determine the scope of the subscription.  One of the three options must be selected in order to complete the subscription process.
 
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If you don’t give organisations permission to access the [[Smart Folder|SmartFolders]] [[Application|application]], they will not see the [[Smart Folder]] [[Menu|menu]] even if you give them permission to access a folder.
 
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==Adding Organisations after Subscription==
 
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If you add organisations to the [[Organisation Hierarchy|organisation hierarchy]] after you have subscribed all organisations, the new organisations will not automatically have access to the subscribed program.
 
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To enable their subscription simply go to the '''application subscription''' screen and re-subscribe the programs.
 
  
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[[Category:System Management]][[Category:SmartFolders]]
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[[Category:SmartFolders]]

Latest revision as of 13:42, 29 May 2019


Ambox warning pn.png This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.

SmartFolders is a subscription feature that the organisation must subscribe to before you can create any folders.

1. Click on the Organization, Internal People menu.

Smf.png

The Organization Chart is displayed.

Amf.png

2. Click the root company name.

The details of the root company are displayed.

The company properties Click on the Settings Tab – Applications link on the right of this window. This will display the Application Subscription window.

Amf1.png

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