Difference between revisions of "The Root Company"
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| − | The [[Root Company]] is created when a copy of [[SmartSimple]] is initially activated and the first {{GUA}} is associated with this organisation. | + | ==Definition== |
| + | The [[Root Company|root organization]] is created when a copy of [[SmartSimple]] is initially activated and the first {{GUA}} is associated with this organisation. The root organization is displayed at the root of both the [[Internal]] and [[External]] [[Organization hierarchy|organization hierarchy]]. | ||
| − | 1. Click the ''' | + | ==How to Find the Root Organization== |
| + | : 1. Click the 9-square icon on the top right of the homepage to access your menu. | ||
| + | [[File:052919_MenuIcon.png]] | ||
| + | : 2. Under '''Organizations''', select '''Organization Hierarchy'''. | ||
| + | [[File:052919_EF_OrgHierarchy.png]] | ||
| + | : 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]] | ||
| − | [[ | + | 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. |
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[[Category:System Management]] | [[Category:System Management]] | ||
Revision as of 12:12, 29 May 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 organisation. The root organization is displayed at the root of both the Internal and External organization hierarchy.
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.
