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Organization hierarchy

1,423 bytes added, 19:28, 5 June 2019
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:* '''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. 
 
==Standard Organization Fields==
As mentioned previously, each organization will have relevant information no matter where that specific organization falls in the hierarchy. This information falls under '''Standard Fields.'''
 
The standard fields used to describe an organization are as follows: 
 
{| class="wikitable"
|-
||'''Standard Organization Field'''
||'''Description'''
|-
||Name
||Name of account
|-
||Address
||Street address for this account
|-
||Address 2
||If required, second line of address (ex: apartment or suite number)
|-
||City
||City address
|-
||State/Province
||State or province address
|-
||Country
||Country portion of address. You select the country from within the combo box; the default country will be the same as the user's country
|-
||Zip/Postal Code
||Zip or postal code portion of address
|-
||Phone
||Account's primary phone number
|-
||Fax
||Account's primary fax number
|-
||Website
||If applicable, organization's website [[URL]]
|-
||NAIC Codes
||The North American Industry Classification System (NAICS) - this field only shows up if enabled
|-
||Parent Branch
||If this account is in an organization hierarchy, then use the name of the higher-level account
|-
||Owner
||Assigned owner of account
|-
||Last Updated By
||The name of the person that last updated the account information
|-
||Last Modified Date
||The date and time that the account information was last modified
|}
[[Category:System Management]][[Category:Glossary]]
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