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Organization Management allows you to input essential details for your organization, including such as 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 setting organizational constants for process flow, and assigning roles within the organization who can access download options within consoles, dashboards and Keyword Search. It is an easy way to change these important aspects of your organization.

Who can access the Organization Management page?

System Administrators and Process Administrators have can access to the Organization Management page.

How do you access the Organization Management page?

Organization Management This setup can be accessed through the menu Icon menu icon in the left navigation, under the "Organization Management" section. 

What do all of the fields mean on the Organization Management page?

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Section	Field	Action
	Organization Name	Designate your organization's name
	Primary Contact	The primary person who Smart ERP is in contact with
	Secondary Contact	The secondary person who Smart ERP is in contact with
	Support Contact	The name, phone, and email associated with this user show up appear as the contact in emails For more details on adding a user who can act as a contact in the organization, please click here.
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
	Data Export Security	Add roles in this setup to enable data export functionality in consoles, dashboards and dashboardsKeyword Search. Users with roles specified in this setup will have export capability enabled for downloading the search result data in Excel format.
Branding	Default Theme	From the Theme Builder Changes the default theme to be used
	Theme Driver	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
	Default Logo	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)
	Mobile Logo	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)
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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Data Export Security setup allows configuring the roles which require access to the data export feature in consoles and dashboards, dashboards and keyword Search category search results page. Users assigned to the roles specified in this setup will have export functionality enabled for downloading the data into Excel format. 

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If an attribute driving the theme has a customized theme defined in attribute revision, and a candidate's invitation is created choosing using that attribute, the candidate's process picks up will use the theme, logo, or mobile logo that is defined specified in the attribute and ignores , ignoring the Organization Management setup. If any of these fields are left empty in the attribute hierarchy of the attributes (attribute and parent nodes),  the the setup defined in the Organization management Management for the Default Theme, Default Logo, or Mobile Logo is will be used.  

For instance, if a theme is defined for a specific company attribute and logo is not defined, and then the an invitation is created choosing that company attribute, the candidate's process picks up will use the theme defined in from the Attribute Revision and the logo from Organization Management. For details on customizing the theme in Attribute Revision, please click here.

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