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Organization Management allows you to input essential details for your organization, including its name, primary, secondary, and support contacts, default themes and logos. Additionally, it allows you to configure options such as enabling or disabling feedback, establishing organizational constants for process flow, and assigning roles within the organization who can access download options within consoles. It is an easy way to change these important aspects of your organization.
Who can access the Organization Management?
System Administrators and Process Administrators have access to the Organization Management.
How do you access the Organization Management?
Organization Management can be accessed through the menu Icon menu icon in left navigation, under "Organization Management".
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| Section | Field | Action |
|---|
| | - Designate your organization's name
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| | - The primary person who Smart ERP is in contact with
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| | - The secondary person who Smart ERP is in contact with
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| | - The name, phone, and email associated with this user show up as the contact in emails
- For more details on adding a user who can act as a contact in the organization, please click here.
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| Options | Enable Feedback | - Allows to enable/disable Feedback option in the system. For more details, please click here.
- By default the Feedback option will be enabled
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| Data Export Security | - Add roles in this setup to enable data export functionality in consoles and dashboards
- Users with roles specified in this setup will have export capability enabled for downloading the search result data in Excel format.
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| Branding | | |
| | - The attribute the theme is reliant on for customization
- For example, if you select Business Unit, you can have different themes for each business unit
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| | - Changes the logo on the login page, upper left corner of homepages to the image selected
- Must be an image that is in your system (for instructions on adding images in your system, please click here)
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| | - The logo that shows on mobile devices
- Must be an image that is in your system (for instructions on adding images in your system, please click here)
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| Constants | Employee Onboarding - Constants or I-9 processing - Constants | - To define the values to be used as constants in the onboarding/I-9 process.
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