Organization

Organizations in the Business Management Platform model can be used to represent everything from organizations and departments to regions, persons, projects, and more.

Organizations can be created under other organizations to create a hierarchy. There is no limit to the number of organizations or levels in the organization structure.

Organizations that have no scorecard don't display in the navigation menu for users on Web. Similarly, organizations whose scorecard is invalid or not visible display as unselectable in the navigation menu and in the page breadcrumb for users on Web.

Deleting organizations requires extra confirmation. Since all objects that are connected to an organization will be lost if it is deleted, make sure that only the correct organization(s) are deleted.

How to create an organization in Configuration Studio

To add an organization right click in the Business Management Platform model or the Organization model and choose Add -> Organization. To create a hierarchy of organizations, highlight the organization under which you want to create a new one before you right click.

Only administrators may add root organizations.

Properties

ID - a unique number identifying the object. The next available number in the system will be generated automatically, but it may be changed.

To make Organization IDs easier to use, you may want to replace them with internal codes that are used by your firm. They may contain letters and numbers.

Special characters such as . ) ( * } { + < > [ ] etc. should not be used in Organization IDs.

General

Name - the name "Organization" is generated automatically but it may be changed
Description - an optional text describing the organization, displayed when you click Description in the drop-down for the organization on the web

Visibility

Logo - an image, e.g. your company logo, that will be displayed on the right side of the page name area on the web. Click the icon to the right of this field and select the image file in the list. You can use an image file that has been uploaded in Resources.

You can upload an image file here by clicking the icon to the right of the Logo field, right clicking the folder where you want to store the image, selecting Add -> Resource -> File then choosing the desired file, and clicking OK.

The ideal height for an image that you want to use as a logo is 80 pixels. If the image is larger, it will be cropped.

If nothing is specified in a child organization, the logo for the parent organization will be used.
Icon - the icon to display for the organization in the Business model. To set or change change the current icon, select an icon from the drop-down list.

You can use the icon to illustrate different types of organizations in your system.

The icon doesn't display in the organization's menu bar on Web. However, If a table-type object references the organization, the icon displays for the organization inside that object.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

Lifetime

Lifetime start - select the first day the object and its available children are valid.
Lifetime end - select the last day the object and its available children are valid.

For more information on how to limit the time period during which an object is available to users, see Time span.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.