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Organization hierarchy

1,139 bytes added, 20:07, 25 June 2019
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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.
 
===Organization Terminology===
The nomenclature used to describe the [[Internal|internal]] and [[External|external]] organizational units and people will differ depending on your [[instance]]. For example, '''Internal '''users can be designated as employees, while '''External '''users might be applicants. The nomenclature settings are controlled by following these steps: 
 
1. Click the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings.'''
 
3. Go the second tab labelled '''Branding.'''
 
4. Scroll down to the bottom of the '''Branding '''section labelled '''General Terminology.'''
 
:: [[File:General terminology.png|800px|border]]
 
Here, you can set the terminology that you will see when you [[Organization hierarchy#How to Access the Organization Hierarchy|access your organization hierarchy]] and more. You can set the singular and plural terms that will be used for [[Internal|internal]] vs [[External|external]] '''Units '''(companies/organizations using the system) and '''Users '''(individuals that use the system). 
===How to Access the Organization Hierarchy===
:: [[File:052919_EF_Root.png|200px|border]]
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===
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