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Organization hierarchy

834 bytes added, 15:59, 29 May 2019
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==Definition==
Organization Hierarchy is an [[Internal|internal]] SmartSimple system construct that reflects the [[Hierarchy|hierarchy]] of a [[SmartSimple]] customer organization, such as company, division, and branch – a three level hierarchy.
* All contacts, regardless of whether they are able to log into the system ([[User|users]]), are associated with a single, specific level in either the [[Internal|internal]] or the [[External|external]] hierarchy.
* An unlimited number of levels can be created in both the [[Internal|internal]] or [[External|external]] hierarchies.
 
==Organization Hierarchy Overview==
To access the organization hierarchy, click the 9-square [[menu]] icon on the top right of your page.
 
[[File:052919_MenuIcon.png|75px]]
 
Under the '''Organizations''' category, select '''Organization Hierarchy.'''
 
[[File:052919_EF_OrgHierarchy.png|200px]]
 
The first tab of your organization hierarchy lists [[Internal]] contacts, while the second tab lists [[External]] contacts. In the below example, the internal hierarchy is titled '''Branch''' and the external hierarchy is titled '''Organization'''. The [[Organization Terminology|organization terminology]] is variable depending on the SmartSimple [[instance]]; however, the [[The Root Company|root organization]] will always appear first on both the internal and external lists.
 
[[File:052919_EF_Root.png|200px]]
 
 
 
 
[[Category:System Management]][[Category:Glossary]]
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