Smartstaff, administrator
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→Enable Switch Organization feature (optional)
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.
==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
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 OK to close Categories pop-up. The selected categories should appear in the Lookup Categories field.
* Click Save at the bottom of the page.
==Enable Date Range for Associations (optional)==
When you configure Associations you have the option to enable a date range. This will allow a 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 '''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, with access to all data, and a Reviewer with a second organization where they may need more restricted access).
The '''[[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 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 associated role.
===Enable Switch Organization variables ===
The syntax is as follows:
<pre>
@sessioncompany.FIELD@
</pre>
[[Category:Global Settings]][[Category:System Management]]
