Smartstaff, administrator
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→Enable Switch Organization feature (optional)
==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
==Enable 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 '''Enable [[System_Feature_Permissions#Arcadia_Permission|Switch Organization]]''' setting provide provides the option to switch prevent switching between the Associated organizations, with the subsequent level of access based on the associated role.
The steps for configuring are as follows:
* Click on the Lookup button to the right of the Enable Switch Organization Disable Switching between Portals field. * The Roles pop-up should appear. Populate checkbox for those roles that the Switch Organization feature should be available unavailable for. * Click OK to close Roles pop-up. The selected roles should appear in the Enable Switch Organization 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|800px|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|800px|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 === You can use the '''sessioncompany''' variable syntax if there is a need to filter information (e.g. date returned in list views) based on what organization you have switched to. The syntax is as follows: <pre>@sessioncompany.FIELD@</pre>
[[Category:Global Settings]][[Category:System Management]]
