2,299
edits
Changes
no edit summary
:::: [[File:ExampleofOrgHierarchy.png|border]]
In the above image, you can see the organization hierarchy structured as described. The [[user]], '''Jane Doe, '''is at the bottom of the hierarchy as her job role falls within the larger organizations, with the '''Washington Office '''being the most specific level under which she falls.
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.
==How to Create an Organization Hierarchy==
The same technique is always used when creating a new organization:
1. Click the 9-square menu icon on the top right of your page..
::: {{Icon-Menu}}
2. Under the '''Organizations '''heading, select '''Organization Hierarchy.'''
3. Click the organization that you wish to be the '''parent '''organization of the organization you are creating. This organization will be "one level up" from your new organization. If there are no other organizations yet on your hierarchy, the '''root organization '''would be the parent organization.
4. Click the '''New '''button, then select '''Organization. '''
'''* Note: '''The [[Organization Terminology|nomenclature]] for your SmartSimple [[instance]] may be different. For example, '''Organization '''may instead be labelled '''Branch. '''
5. The '''Quick Entry for Duplicate Check '''window is displayed.
* '''Note: '''The '''System Object '''category is suggested for holding entities so as to exclude it from searches and reporting. For example, it is helpful to group the [[Global User Administrator|System Administrators]] in your system together into one organization on the hierarchy, as they have high-levels of accessibility and functionality within the system. This "organization" of System Administrators would be best categorized under System Object.
::: [[File:Organization duplicate check.png|border]]
* '''Note: '''[[External]] organizations can be created as structural placeholders, rather than functional organizations. For example, an external organization called '''Individual Applicants '''would allow individual users to register if they are working independently, or are not directly affiliated with an organization.
[[Category:System Management]][[Category:Glossary]]