2,299
edits
Changes
no edit summary
:
:* '''Note: '''The tabs on this menu will vary depending on the organization. In this example, the tabs such as '''US Census, Calls, '''and '''Eligibility '''will display the records of [[Universal Tracking Application|applications]] that have been configured specifically for the organization's needs. The other tabs will remain constant no matter what the organization is.
{| class="wikitable"
|-
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. '''
Repeat this process if you would like to add more associated contacts. ==Configuration—Advanced==Filter Owner ===Organization Based on Branch =Security===Organization security is based on the user's organization in the overall hierarchy. * You permission an organization to access a resource, and everyone in that organization will be able to access that resource.* When you add new people to that organization, they will also automatically gain access to the resource. '''Advantages''': * When you create a user in an organization, you will not have to take the extra step to set any specific permission for the user to access a resource. The user will instead have "inherited" access by being associated with that organization. '''Note''': * Organization security does not allow you to give individual users from different organization access to the resource.* You must associate each organization with the resource; giving multiple organizations access must mean repeating the process. * If you "move" the user to another organization, they will automatically lose access to resources associated with their previous organization.
[[Category:System Management]][[Category:Glossary]]
