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Organization hierarchy

1,421 bytes added, 17:46, 6 June 2019
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:: [[Image:Uta-diagram-800w-Organization.jpg|link=Getting Started with the Universal Tracking Application|600px|border]]
==Inter-organization Collaboration==
SmartSimple is designed to support multiple organizations and their communities to collaborate together for a common goal. The system is used in markets that require high levels of inter-organization collaborations such as the following:
 
{| class="contenttable"
|-
||'''Vertical Market'''
||'''Collaboration'''
|-
||Grants Management and Philanthropy
||Collaboration by grant makers, grant seekers, and external reviewers
|-
||Research Management
||Collaboration by individual researchers, research institutes, universities, and funding agencies/partners
|-
||Medical Claims Management
||Collaboration by insurance companies, service providers, and medical specialists
|}
<br />The organization hierarchy is a helpful method to categorize, list, and display the individual actors involved in inter-organization collaboration.
 
Inter-organization collaboration is supported by SmartSimple in two different ways: 
 
* Organizations share a single copy of SmartSimple. 
* Organizations share information from individual, organization-specific copies of SmartSimple.
 
For more information on these techniques, see the articles on [[security]], [[The Key Control Element - Roles|role-based access]], [[portals]], [[data exchange]] and [[object synchronization]] features. 
 
But first, let's learn about the most fundamental part of any SmartSimple copy: the organization hierarchy. 
 
==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.
====Internal Branch Filter====
 
When using the Branch [[standard field]] at [[Level 1 Entity|Level 1]], you may also restrict which companies are available in the Branch drop-down list based on which user is editing the record.
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