Changes

Organization hierarchy

302 bytes added, 19:03, 5 June 2019
no edit summary
==DefinitionOverview==Organizations are hierarchically organized; each organization has a link to a single parent organization. An organization hierarchy will have an [[internal]] hierarchy (for internal employees 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.
Organizations * All contacts, regardless of whether they are hierarchically organized; each organization has a link able to a single parent organization. This hierarchy can layer up to ''n''-levels high to depict a regular organizational structure. An organization hierarchy will have an log into the system ([[internalUser|users]] hierarchy (for internal employees and affiliates) and an , are associated with a single, specific level in either the [[externalInternal|internal]] hierarchy (for external contacts and organizations). The  or the [[The Root CompanyExternal|root organizationexternal]], which is the organization at the root  hierarchy.* An unlimited number of that specific SmartSimple copy, will appear on levels can be created in both the the [[Internal|internal]] and  or [[External|external]] hierarchies hierarchies.
==Example of an Organization Hierarchy==Organizations may represent a variety of entities from physical locations to organizational units. For example, you might have an '''office O''''''ffice Location''' organization underneath a '''Department''' organization underneath a '''University''' organization underneath an umbrella '''Research Institutions''' organization. From this example, you can see how flexible organization types can be, as well as the hierarchical structure in organizing them. <br />:: [[File:ExampleofOrgHierarchy.png]] 
Organizations and contacts are In the most basic objects in SmartSimple. Organizations may store information about internal office branches as well above image, you can see the organization hierarchy structured as external clients or vendorsdescribed. There are billing implications based on whether an organization The [[user]], '''Jane Doe, '''is internal or external in at the bottom of the hierarchy - please contact your Account Manager for more informationas her job role falls within the larger organizations, with the '''Washington Office '''being the most specific level under which she falls.  
No matter which organization you Organizations and contacts are referring to, every organization is stored the most basic objects in the same format with certain permanent attributes that will be tracked for every organization, regardless of typeSmartSimple. Organizations may store information about internal office branches as well as external clients or vendors. These standard attributes There are referred to as [[Standard Fields]]: examples of standard fields might include the organization's name, address, and parent billing implications based on whether an organization (whether it is a subsidiary of another organization) internal or external in the hierarchy - this please contact your Account Manager for more information is available to all organizations.
* All contactsNo matter which organization you are referring to, every organization is stored in the same format with certain permanent attributes that will be tracked for every organization, regardless of whether they type. These standard attributes are able referred to log into the system (as [[User|usersStandard Fields]]): examples of standard fields might include the organization's name, address, are associated with and parent organization (whether it is a single, specific level in either the [[Internal|internal]] or the [[External|external]] hierarchy.* An unlimited number subsidiary of levels can be created in both the [[Internal|internal]] or [[External|external]] hierarchiesanother organization) - this information is available to all organizations.
==How to Access the Organization Hierarchy Overview==
To access the organization hierarchy, click the 9-square [[menu]] icon on the top right of your page.
2,299
edits