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Organisation

Organisation is designed to group users to control system access. For example,

• Organisation can be defined as departments in a company. For example, "Finance", "HR".
• Organisation can be defined as locations. For example, "Fiji" "Australia".
• Organisation can be defined as "External" or "Internal" users. This is would be used in Helpdesk Setups.
  • Organisation setup in Helpdesk is required to define the user access.

Steps to create Organisation

1. Click on the "Green Plus Sign" to add a new record.
2. Enter below details:
   1. Organisation Code - "Code" is a unique alphanumeric code to uniquely identify each record.
   2. Organisation Name - Enter the description of the organisation.
   3. Address 1 to 3 - Enter the address.
   4. City - Select the city of the company. City is maintained under "Linkweb - Company Administration - Dropdowns - City"
   5. Tax ID - Enter the "Tax Identification Number" of the organisation.
   6. Phone - Enter the phone number of the organisation.
   7. Fax - Enter the fax number of the organisation.
   8. Website - Enter the "URL or Link" of the organisation website.
   9. Email - Enter the email address of the organisation.
   10. Notes - This is an open text field, users can enter desired content.
   11. Disabled - "Disabled" records and will not appear in any lookups . Edit the record and "UN-tick" disabled to activate a record.
3. Save. Click on the "Floppy Icon".
4. Add user to the organisation.
   1. Click on the "Grey Arrow" next to the organisation to go into the details. Refer to Figure 1.
   2. Navigate to "Users in Organisation" tab.
      1. Click on the "Green Plus Sign". This will open the "Edit Form".
      2. Select the "User" from the list. The list will only load user accounts which do not have organisation setup.
         1. User accounts are created under "Linkweb - Global Administration - User Maintenance".
      3. Save. Click on the "Floppy Icon".

Figure 1: Organisation
 

Author: Sanjay Singh | Copyright © 2023. All rights reserved. ABN: 53 108 321 660 | Sydney, NSW 2205. Australia | Support Email Address  Website   Customer Support Helpdesk