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The Root Company

893 bytes added, 14:25, 4 June 2019
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==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. 
 
Below is an example of an internal hierarchy: 
 
:: [[File:internalhierarchy.png|300px|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:052919_EF_OrgHierarchyexternalhierarchy.png|300px|border]]: 3. The current [[Organization hierarchy|* Note that organizations named as '''External Reviewers '''or '''External Organizations '''is indicative of organizations ''external'' to the root organization  Best practice is to define sub-branches of your root organization hierarchy]] to appropriately and easily categorize [[UserUsers|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.
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