What is Organization Management?

Organization Management is a page where you can specify your Organization Name, Primary Contact, Secondary Contact, Support Contact, Default Theme, Theme Driver, Default Logo, and Mobile Logo. It is an easy way to change these important aspects of your organization.

Who can access Organization Management?

System Administrators and Process Administrators have access to Organization Management.

How do you access Organization Management?

Organization Management can be accessed through the Menu Icon, under Organization Management. 

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

You can change any of the fields on the Organization Management page. Use the chart below to understand what each field means.

Field	Action
Organization Name	Changes 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 as the contact in emails
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 everywhere to this i.e. login page, upper left corner of homepages Must be an image that is in your system (for instructions on getting an image in your system, click here)
Mobile Logo	The logo that shows on mobile devices
Employee Onboarding Constants	To define the values to be used as constants in the onboarding
I-9 Processing - Constants	To define the value of constants in the I-9 process

Note: For these changes to take place, you must sign out.

What happens when the attribute driving the theme has another theme or logo defined at the attribute level?

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

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