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1. Introduction
This is the place where all of the system’s organizations are managed. There’s There exists only one root organization. The “Create” function only creates , and the "Create" function specifically generates child organizations.
Pre-requisites
The page is assessible to those with “View users” / “Manage users” permission. With “View users” permission, they can just view the organization list. They can add, edit, delete child organizations if they have “Manage users” permission.
a. Before you begin
You would need the “View users” and “Manage users” permissions to view and update organization information
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2. Actions on Organizations
Actions | Description |
|---|---|
| Clicking this button opens the Edit popup for a particular record. Users can make |
amendments to any |
field. | |
| Clicking this button to trigger the record deletion. Once confirmed, the record is deleted.  Root organization is not |
deletable. |
a. Add organization
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Field | Description |
|---|---|
Name | Name of the organization |
Parent organization | The parent organization
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Organization number | Organization number |
Phone number | Phone number of the organization |
Email address of the organization | |
Address | Address of the organization |
City | City of the organization |
Postcode | Postcode of the organization |
Description | Description of the organization |
Allow Commission | Allow to apply sales commission on the quotes that are sold via the organization’s people
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Sales Commission Rate ( % ) | Sales commission for salespersons of this organization
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Renewal organization | The Renewal Organization of This Organization’s Policies
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3. Organizations vs. Users
A user can ONLY be attached to one organizationsorganization.
If the user is attached to an organization to which he currently does not belong to, the user will be removed from the current organization first, and then being attached to the new organization.
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The root organization is named “Contemi-Testing”, and there’re child organization:, there are 2 child organizations “Broker A” and “Broker B”.
Contemi-Testing users can manage all accounts, quotes, and policies in the system.
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As for “Sales commissions”, there’re two there are 3 levels of setting:
Channel
Organization
Product
The setting is reflected during the quotation process. If defined, the channel-level commission setting supersedes the organization-level commission setting and then supersedes the product-level one.
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