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→How to Create an Organization Hierarchy
5. The '''Quick Entry for Duplicate Check '''window is displayed.
::: [[File:Organization duplicate check.png|500px570px|border]]
Enter a new '''Organization Name'''. If the inputted information for your new organization matches one that exists in the SmartSimple system already, you will be prompted to either use the existing record, create a new record, merge the records, or delete the extra records.
7. If there are no duplicates, you will be prompted to select the category or categories that your new organization falls under. Click '''Next''' when you are done.
::: [[File:Step 2 of org.png|500px650px|border]]: :* '''Tip: '''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.
8. You will be prompted to fill in further information ([[Standard Fields]]) for your new organization. Any field with an asterisk (*) is a mandatory field; if no information is inputted into those mandatory fields, you will not be able to proceed.
:::: [[File:Step 3 of org.png|500px800px|border]]:
9. Select the '''Save''' button to add your new company.
You may return to your organization hierarchy in order to confirm that your new organization has been added appropriately - that it is correctly placed either on the internal or external hierarchy, and that it correctly falls under its parent organization.
:* '''Tip: '''[[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]]
