Difference between revisions of "Organization hierarchy"

Revision as of 15:14, 5 June 2019

Overview

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 root organization, which is the organization at the root of that specific SmartSimple copy, will appear on both the internal and external hierarchies.

• All contacts, regardless of whether they are able to log into the system (users), are associated with a single, specific level in either the internal or the external hierarchy.
• An unlimited number of levels can be created in both the internal or external 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 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.

In the above image, you can see the organization hierarchy structured as described. The user, Jane Doe, is at the bottom of the hierarchy as her job role falls within the larger organizations, with the Washington Office being the most specific level under which she falls. 

Organizations and contacts are the most basic objects in SmartSimple. Organizations may store information about internal office branches as well as external clients or vendors. There are billing implications based on whether an organization is internal or external in the hierarchy - please contact your Account Manager for more information.

No 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 type. These standard attributes are referred to as Standard Fields: examples of standard fields might include the organization's name, address, and parent organization (whether it is a subsidiary of another organization) - this information is available to all organizations.

How to Access the Organization Hierarchy

To access the organization hierarchy, click the 9-square menu icon on the top right of your page.

Under the Organizations category, select Organization Hierarchy.

The organization hierarchy associated with the SmartSimple instance will appear.

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 is variable depending on the SmartSimple instance; however, the root organization will always appear first on both the internal and external lists.

How to Create an 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 organization:

1. Click the 9-square menu icon on the top right of your page..

2. Under the Organizations heading, select Organization Hierarchy.

3. Click the organization that you wish to be the parent organization of the organization you are creating. This organization will be "one level up" from your new organization. If there are no other organizations yet on your hierarchy, the root organization would be the parent organization. 

4. Click the New button, then select Organization. 

* Note: The nomenclature for your SmartSimple instance may be different. For example, Organization may instead be labelled Branch. 

5. The Quick Entry for Duplicate Check window is displayed. 

Enter a new Organization Name. If the inputted information for your new organization matches one that exists in the SmartSimple system already, you will be prompted to either use the existing record, create a new record, merge the records, or delete the extra records.

6. Click the Submit button.

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

• Tip: The System Object category is suggested for holding entities so as to exclude it from searches and reporting. For example, it is helpful to group the System Administrators in your system together into one organization on the hierarchy, as they have high-levels of accessibility and functionality within the system. This "organization" of System Administrators would be best categorized under System Object. 

8. You will be prompted to fill in further information (Standard Fields) for your new organization. Any field with an asterisk (*) is a mandatory field; if no information is inputted into those mandatory fields, you will not be able to proceed.

9. Select the Save button to add your new company.

You may return to your organization hierarchy in order to confirm that your new organization has been added appropriately - that it is correctly placed either on the internal or external hierarchy, and that it correctly falls under its parent organization.

• 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. 

Standard Organization Fields

As mentioned previously, each organization will have relevant information no matter where that specific organization falls in the hierarchy. This information falls under Standard Fields.

The standard fields used to describe an organization are as follows: 

Organization Ownership

If you intend to assign specific internal staff to manage an organization, you will need to assign the appropriate owner to each organization.

Each sub-account (division, branch, business unit, etc) in the same organization can have a different owner.

• Note: The owner standard field may appear labelled Primary Contact. 

If you need to assign multiple internal staff to work with an organization, you can use the associations feature to associate multiple internal contacts with a single account. 

How to Associate Users

Associations must be enabled through Global Settings before you can associate multiple internal contacts with a single organization account. 

1. Click the 9-square menu icon on the top right of your screen.

2. Under the Configuration heading, select Global Settings. 

3. Under the Associations tab, toggle on Enable Associations - Enable Associations feature between companies and users. 

After Associations have been enabled, return to the main menu and under the Organizations heading, select Organization Hierarchy.

1. Select the organization that you want to associate a contact with. 

The organization's details will be displayed.

2. The side menu will have a tab called Associates. Select that tab. 

3. If any contacts are already associated with that organization, they will be listed on this page. To add a new contact as an association, ensure that you are in Edit mode. The top menu will say Edit (between New and Options) if you are correctly in Edit mode. 

4. In the Lookup bar, select the contact that you would like to associate. You can press the Binoculars icon to open up a list of all available users. 

5. Next, select the Role of the associated contact.

In this example, the associated contact, Adrienne, is a Donor for this organization. When the associated contact is added, their information - such a s 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. 

Repeat this process if you would like to add more associated contacts.