Organizations
- Gillian Pham (Unlicensed)
- Samantha Tran: Insurance-VN
- Mi Tran: Insurance-VN
- Michelle Huynh: Insurance-VN
1. Introduction
This is the place where all of the organizations are managed. There exists only one root organization, and the "Create" function specifically generates child organizations.
a. Before you begin
You would need the “View users” and “Manage users” permissions to view and update organization information
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
Field | Description |
|---|---|
Name | Name of the organization |
Parent organization | The parent organization
|
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
|
Sales Commission Rate ( % ) | Sales commission for salespersons of this organization
|
Renewal organization | The Renewal Organization of This Organization’s Policies
|
3. Organizations vs. Users
A user can ONLY be attached to one organization.
If the user is attached to an organization to which he currently does not belong, the user will be removed from the current organization first, and then being attached to the new organization.
Basically, parent-organization users can manage data at the system scope while child-organization users can only manage data at their organization scope.
Example:
The root organization is named “Contemi-Testing”, and there are 2 child organizations “Broker A” and “Broker B”.
Contemi-Testing users can manage all accounts, quotes, and policies in the system.
Broker A users can only manage those under “Broker A” organization.
Broker B users can only manage those under “Broker B” organization.
As for “Sales commissions”, 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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