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The Root Company

1,788 bytes added, 13:25, 26 June 2019

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==Definition==The [[Root Company|root organization]] is created when a copy of [[SmartSimple]] is initially activated and the first {{GUA}} [[Global User Administrator|System Administrator]] is associated with this organisationorganization. Since the root organization is the first organization in the hierarchy, and is neither [[internal]] nor [[external]], it will appear at the root of both the internal and external organization hierarchy, representing the [[instance]]. The root organization should not have [[Signup Page|signup pages]] created to it; rather, it should have sub-internal and sub-external entities based on client requirements.

==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|border]]: 2. Under '''OrganisationOrganizations''', select '''Organization Hierarchy'''.:: [[File:052919_EF_OrgHierarchy.png|border]]: 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|border]]The first tab of your organization hierarchy lists [[Internal]] Users  contacts, while the second tab lists [[MenuExternal]] contacts. In the above example, the internal hierarchy is titled '''Branch''' and the external hierarchy is titled '''Organization'''. The [[Organization Terminology|menuorganization terminology]] is variable depending on the SmartSimple [[instance]]; however, the root organization will always appear first on both the internal and external lists. 

[[Image:Root.png]]==Examples== The current [[Organisation Hierarchy|organisation Below is an example of an internal hierarchy]] and [[User|users]] are displayed. To the right of each [[User|user]] the following icons are displayed: 

The :: [[File:internalhierarchy.png|200px|border]]: :* It is helpful to have an internal organization associated with all [[Global User Administrator|'''EnvelopeSystem Administrator''' icon can be used ]]; this way, you have a clear visual of exactly who is able to have high levels of access to send a message or change and modify your SmartSimple [[instance]] :* The '''System Administrator '''and '''Staff '''folders are both indicative of organizations ''internal'' to the root organization Below is an example of an email external hierarchy.: :*: [[File:externalhierarchy.png|200px|border]]:* :** Note that organizations named as '''External Reviewers '''or '''External Individuals '''is indicative of organizations ''external'' to this person.the root organization 

Best practice is to define sub-branches of your root organization to appropriately and easily categorize [[Image:Root2.pngUsers|users]].

The '''Key''' icon indicates that this user can log into ==See Also==* [[SmartSimpleOrganization hierarchy]] – their '''Status''' is set to '''Enabled''' in the '''User Settings'''. 

* [[Image:Root3.pngSignup Page]] * [[User]]

A legend is displayed on the right indicating the various object types and statuses you will encounter as you enhance the system. [[ImageCategory:Root7.pngSystem Management]]  [[Category:System ManagementUser Activation]] [[Category:Architecture]]

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Emmy Fu

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