The relationship between the contact and the associated organization is control by Role. So when you view a contact you will see all the organizations they are associated with as well as the role at each organization.
The [[Associates]] An Associations tab will can be displayed on a company record to show associated people. The [[Associations]] tab will be displayed and on a contact record to display the companies that they are associated with.
==Enable Association feature==
The feature is accessed through the Global Settings - Organizations & or Global Settings - Users tab.
* Check the box beside the '''Enable Associations''' setting.
* Additional Association settings are exposed.
The steps for enabling the Association tab are as follows:
* Go to Global Settings - Organizations & or Global Settings - Users tab
* Go to Company & Organization Settings and click on Standard Fields
* Click on the Edit option for the Associations Standard field
* Click Save. The Associations tab is now enabled.
The Standard field also controls the Lookup Roles and Assignment Roles used within the Associates Associations tab.
===Lookup Roles===
Lookup roles allows System Administrators to delimit the roles that are returned when Associates Associations are selected. Only those users in the roles selected in ''Lookup Roles'' will be selectable from the contacts lookup.
[[Image:AssociationSettingsPickingAssociates.png|link=|900px]]
* Use the Lookup Scope radio buttons to specify whether the list of users are restricted to internal users, external users or both.
* Click on the Lookup button to the right of the Lookup Roles field.
* The Roles pop-up should appear. Populate checkbox for those roles to be returned when Associates associated users are selected.
* Click OK to close Roles pop-up. The selected roles should appear in the Lookup Roles field.
* Click Save at the bottom of the page.
The steps for enabling the Associations tab are as follows:
* Go to Global Settings - Organizations & or Global Settings - Users tab
* Go to Staff & Contact Settings and click on Standard Fields
* Click on the Edit option for the Associations Standard field
* Click Save. The Associations tab is now enabled.
The Standard field also controls the Lookup Categories used within the Associates Associations tab.
===Lookup Categories===
Lookup categories allows System Administrators to delimit the categories that are returned when Associates associated organizations are selected. Only those organization in the categories selected in ''Lookup CategroiesCategories'' will be selectable from the organization lookup.
The steps for configuring the Lookup Categories are as follows:
If ==Enable Date Range for Associations (optional)== When you configure Associations you select have the option to enable a date range. This will allow a category in start and end date to be entered when creating Associations. [[Image:AssociationsDateRange.png|border]] A daily automated process checks the company-user associations and if it finds any with end dates that have passed and where the status isn't Expired then it will expire them. The steps for configuring the date ranges are as follows:* Check the box beside the ''Association Role'Enable Date Range''' setting.* Click Save at the bottom of the page. * Click on the Standard Fields, access the Start or End Date standard fields. * Click Save. The Date standard field is now enabled. ==Disable Switch Organization feature (optional)== Often users may have multiple associations to multiple organizations, but with each association having a different role and consequently requiring a different level of access (e.g. user may be Staff with one organization, whenever you change with access to all data, and a Reviewer with a contactsecond organization where they may need more restricted access). The ''s company'[[System_Feature_Permissions#Arcadia_Permission|Switch Organization]]''' setting provides the option to prevent switching between the Associated organizations, . The steps for configuring are as follows: * Click on the Lookup button to the right of the Disable Switching between Portals field. * The Roles pop-up should appear. Populate checkbox for those roles that the Switch Organization feature should be unavailable for. * Click OK to close Roles pop-up. The selected roles should appear in the Disable Switching between Portals field. * Click Save at the bottom of the page. If a user is not in one of the selected roles then they will see the Switch Organization option appear along the contact top of their instance. [[Image:AssociationSwitch1.png|border]] If they click on this then they will be presented with the Switch Organization lightbox, which includes a drop-down that lists there parent organization and all organizations they are associated with . [[Image:AssociationSwitch2.png|border]] When they select a different organization then there session will temporarily update to reflect the interface and level of access for the previous company with associated role. ===Enable Switch Organization variables === You can use the ''Association Role'sessioncompany''' variable syntax if there is a need to filter information (e. This is useful if g. date returned in list views) based on what organization you have a role called "Previous Affiliations," and want switched to track the organizations with which a contact has been previously affiliated. The syntax is as follows: <pre>@sessioncompany.FIELD@</pre>
[[Category:Global Settings]][[Category:System Management]]