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:: [[Image:Uta-diagram-800w-Organization.jpg|link=Getting Started with the Universal Tracking Application|600px|border]]
==Configuration—Essentials 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===
||The date and time that the account information was last modified
|}
===Organization Menu Items===
A user with higher levels of access to an organization (such as an [[Organization hierarchy#Organization Ownership|owner]] or a [[Global User Administrator|System Administrator]]) will see the following additional items on the organization's [[profile]] page. Giving someone ownership of an organization will enable these menu items. The main menu is accessible at the top of the profile, right below the header.
Clicking each button on the main menu will open a drop-down of associated functions. Each of these functions is explained in the table below.
* Note: The [[Organization Terminology|nomenclature]] for these functions may vary in your copy of SmartSimple, as organization terminology is configurable.
:: [[File:organization menu.png|border]]
{| class="wikitable"
|-
||'''Menu'''
||'''Options'''
|-
||'''New'''
||
'''Staff '''— add a new contact to this organization
'''Branch '''— add a new organization as a subsidiary of the current organization
'''Activity '''— add a [[Event Types|activity]] such as a phone call, event, or meeting with this organization, without reference to the specific contact who creates the activity
'''Import Branch '''— launch the Import Wizard to begin the process of [[Importing Organisation Records#Importing Organization Records|importing]] multiple subsidiary organization to this current organization
'''Import Staff '''— launch the Import Wizard to begin the process of [[Importing Organisation Records#Importing User Data|importing]] multiple users to this current organization
'''Import Activities '''— launch the Import Wizard to begin the process of importing multiple activities for this current organization
|-
||'''View/Edit'''
||Clicking on this button will change the accessibility to this current organization's details from a '''View mode '''into an '''Edit mode''', or vice versa. '''Edit mode '''will then allow those with access to modify the organization's details such as their [[Standard Fields]]; the '''View mode '''only allows viewing of the details.
|-
||'''Options'''
||
'''History - Reader Log '''— The reader log opens up a modal window displaying all the recent users who have accessed this organization's profile. It will provide the name of the user, their start and end time on the profile, as well as whether they were accessing the profile from '''View '''or '''Edit mode. '''
'''Properties - Categories '''— This allows an owner or System Administrator to modify the category that the organization falls under. Pressing '''Save '''will enforce these category changes.
'''Settings - [[Password Policy]] '''— This opens up a modal window that allows an owner or System Administrator to modify the rules and restrictions for their users' passwords. For example, some password settings include the length of characters, the complexity of passwords (alphanumerical combinations, capitalization enforced etc), a set time for password expiration, and more.
You are also able to
* disable inactive accounts
* change Activation Settings including the life-span for an activation link, a default security code, and security challenge questions
* set a password reset message
'''Settings - Regional Settings '''— This allows you to alter regional settings including the following:
* Language
* Input Date Format
* Display Short Date Format
* Display Long Date Format
* Display Time Format
* Time Zone
* Home Currency
* Numeric Decimal Separator
* Numeric Thousands Separator
To enforce the change in regional settings, toggle on the '''Enforce Settings '''button next to each setting and press '''Save '''when you are done.
'''Tools - Duplicate Check '''— The duplicate check allows you to see if there are any duplicates already in the system for this organization.
'''Tools - Pinboard '''— This feature is deprecated, but please see [[Using the Pin Board]] if your SmartSimple copy still uses this function.
|}
===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.
::: [[File:Associated contact.png|800px|border]]
In this example, the associated contact, Adrienne, is a '''Donor '''for this organization. When the associated contact is added, their information - such a s email and address - will be displayed. They will also have their '''main '''organization listed under the Organization heading. Adrienne's main organization is '''External Reviewers. '''
====Filter Owner Based on Branch ====
Repeat this process if you would like to add more associated contacts.
[[Category:System Management]][[Category:Glossary]]
