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Organization hierarchy

782 bytes added, 13:53, 19 June 2019
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==Configuration—Advanced==
===System Summary===The system provides a number of ways of accessing information on the configuration details for an [wiki/Instance instance] of [wiki/SmartSimple SmartSimple]. For more information, see our [[System Summary]] page. ===Organization and User Security Matrix===Using the SmartSimple security matrix, you are able to permission features to ensure that your system has the security you need. You can also permission [[User role|roles]] to access certain functionalities, or deny them use of parts of the system. To learn how to configure and use the security matrix as a [[Global User Administrator|System Administrator]], see our [[Company and User Security Matrix]] page. ===Filter Owner Based on BranchBranch ===
The contacts available to be selected in the [[Level 1 Entity]] Owner [[standard field]] for an organization can be restricted to those belonging to the related [[branch]] (an organization record subordinate to another organization in the company hierarchy) and its sub-organizations. The branch must be selected first in the standard field at level 1. 
* 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.
 
==See Also==
* [[Company and User Security Matrix]]
* [[System Summary]]
* [[User]]
[[Category:System Management]][[Category:Glossary]]
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