What is Organization Management?

Organization Management allows you to input essential details for your organization, 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, 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 can access to the Organization Management page.

How do you access the Organization Management page?

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

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.

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 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 Keyword 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.

How to configure the Data Export Security setup?

Data Export Security setup allows configuring the roles which require access to the data export feature in consoles, 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. 

To access this setup, click on the "Data Export Security" link located on the Organization Management page. Upon clicking, a secondary page will open where roles can be added and configured accordingly.

To select a role, browse the list by clicking on the lookup icon. 

On the lookup page, roles are categorized based on the product. You can scroll through the list or use search fields or Quick Filter to find the desired role.

Search and select the desired role.

The chosen role will appear on the Data Export Role Security page as shown below. To add another role to this setup, click on the "+" sign on the corresponding row to insert an additional empty row. 

Then, click on the lookup icon within the new row to select the role you wish to assign.

Note: The roles added in this setup can be adjusted at any time based on the requirement. If you wish to disable this facility for users with any specific role, simply delete the corresponding row for that role from this setup.

Once the changes are complete, click the "OK" button to return to the Organization Management page and save the details.

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

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