The Root Company

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Revision as of 13:13, 29 May 2019 by Emmy Fu (talk | contribs) (Definition)

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Definition

The root organization is created when a copy of SmartSimple is initially activated and the first Global User Administrator is associated with this organization. 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.

052919 MenuIcon.png

2. Under Organizations, select Organization Hierarchy.

052919 EF OrgHierarchy.png

3. The current organization hierarchy and users are displayed. The root organization is the first organization listed.

052919 EF Root.png

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.