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The Root Company

1,386 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 organization. The Since the root organization is displayed the first organization in the hierarchy, and is neither [[internal]] nor [[external]], it will appear at the root of both the [[Internal]] internal and external organization hierarchy, representing the [[Externalinstance]] . The root organization should not have [[Organization hierarchySignup Page|organization hierarchysignup 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 '''Organizations''', 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]] contacts, while the second tab lists [[External]] contacts. In the above 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 root organization will always appear first on both the internal and external lists. 
The first tab ==Examples==Below is an example of your organization hierarchy lists [[Internal]] contacts, while the second tab lists [[External]] contacts. In the above example, the an 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 root organization will always appear first on both the internal and external lists.
:: [[File:internalhierarchy.png|200px|border]]
:
:* It is helpful to have an internal organization associated with all [[Global User Administrator|'''System Administrator''']]; this way, you have a clear visual of exactly who is able to have high levels of access to 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 external hierarchy.: 
:*: [[File:externalhierarchy.png|200px|border]]
:*
:** Note that organizations named as '''External Reviewers '''or '''External Individuals '''is indicative of organizations ''external'' to the root organization 
Best practice is to define sub-branches of your root organization to appropriately and easily categorize [[Users|users]]. ==See Also==* [[Organization hierarchy]]  * [[Signup Page]] * [[User]] [[Category:System Management]] [[Category:User Activation]] [[Category:Architecture]]
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