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* An unlimited number of levels can be created in both the [[Internal|internal]] or [[External|external]] hierarchies.
:: [[Image:Uta-diagram-800w-Organization.jpg|link=Getting Started with the Universal Tracking Application|600px|border]] ==Configuration—Essentials == * '''Note''': You will have varying levels of access to modify or add to the organization hierarchy depending on your [[Role]] within a copy of SmartSimple. While the [[Global User Administrator|System Administrator]] will be able to add, delete, and edit organizations, and the respective [[Organization Ownership|owners]] of an organization may modify their own organization, a typical user role such as an '''Employee''' or '''External Applicant''' might only be able to view the organization hierarchy. ===Example of an Organization Hierarchy===
Organizations may represent a variety of entities from physical locations to organizational units. For example, you might have an '''O''''''ffice Location''' organization underneath a '''Department''' organization underneath a '''University''' organization underneath an umbrella '''Research Institutions''' organization. From this example, you can see how flexible organization types can be, as well as the hierarchical structure in organizing them.
No matter which organization you are referring to, every organization is stored in the same format with certain permanent attributes that will be tracked for every organization, regardless of type. These standard attributes are referred to as [[Standard Fields]]: examples of standard fields might include the organization's name, address, and parent organization (whether it is a subsidiary of another organization) - this information is available to all organizations.
===How to Access the Organization Hierarchy===
To access the organization hierarchy, click the 9-square [[menu]] icon on the top right of your page.
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===
With every instance of SmartSimple, the root organization will already be listed underneath the internal and external hierarchies of the organization hierarchy. To add to the organization hierarchy, the same technique is always used when creating a new 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.
===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 date and time that the account information was last modified
|}
===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.
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.
