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Organization hierarchy

1,047 bytes added, 19:55, 5 June 2019
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||The date and time that the account information was last modified
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==Organization Ownership==
 
If you intend to assign specific [[internal]] staff to manage an organization, you will need to assign the appropriate owner to each organization.
 
Each sub-account (division, branch, business unit, etc) in the same organization can have a different owner.
 
* '''Note: '''The owner standard field may appear labelled '''Primary Contact. '''
 
If you need to assign multiple [[internal]] staff to work with an organization, you can use the [[associations]] feature to associate multiple internal contacts with a single account. 
 
===How to Associate Users=== 
 
Associations must be enabled through '''Global Settings''' before you can associate multiple internal contacts with a single organization account. 
 
1. Click the 9-square menu icon on the top right of your screen.
 
::: {{Icon-Menu}} 
 
2. Under the '''Configuration '''heading, select '''Global Settings. '''
 
3. Under the '''Associations '''tab, toggle on '''Enable Associations - '''Enable Associations feature between companies and users. 
[[Category:System Management]][[Category:Glossary]]
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