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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?

Through the Menu Icon, under My Organization, select Organization Management. Click Organization Management.

Menu

 

 

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

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

Organization Management Page

 

 

 

FieldAction
  • Changes your organization's name
  • The primary person who Smart ERP is in contact with
  • The secondary person who Smart ERP is in contact with
  • The name, phone, and email associated with this user show up as the contact in emails
  • 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

  • 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)
  • The logo that shows on mobile devices

 

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

 

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