- Organization/Group
- Account Manager
- Partner
- Partner Rep
For internal purposes you can setup a two level hierarchy by assigning an Account Manager to a particular Group/Organization such as a district, region or division. An Account Manager must belong to a Group/Organization and assignment is at the Account Manager level only.
For external purposes (or for an alternative internal purpose you can setup a two level hierarchy by assigning Partner Rep to a particular Partner. Partner Reps must belong to a Partner and assignment is at the Partner Rep level only.
User access at these assigned levels is controlled by the relationship of these tables to the user’s logon privileges. This will be covered in more detail under the Logon Management section of this document.
The Administration function Organizations is where you set up an internal group or organizational level such as a region, division, district, etc. This can be reached via the Administration function in the top banner of the application.
The Organization add/edit page contains data that can be collected about an Organization for user “informational” purposes. The Organization Name field is the only required field. An Organization needs to be set up before creating and assigning Account Managers.
If a user logon is restricted to the Organization assignment level then that logon must be set up as a Partner level logon and the first name and last name on that logon must exactly match the first name and last name of the first name and last name fields on the Organization page. This will be further explained in the Logon Management section of this document.
