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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 accessible to those with “View users” / “Manage users” permission. With “View users” permission, they can view the organization list. They can add, edit, delete child organizations if they have “Manage users” permission.
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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 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 three 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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