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On the Organisations tab, organisations can be created and managed.
To create a new organisation, enter the name in the box and click Add. The new organisation will now appear in the list of organisations.
To edit the name of an organisation, click on the name in the list and type in the required amendment.
To edit the data to which the organisation has access, click the .png) icon against the organisation. Note the default organisation cannot be edited – it will always have access to all data in the system.
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On this screen there are tabs for Stores, Categories, Fixtures and User Profiles. Hierarchies for each of these is listed. On each tab, tick the options to which this organisation should have access.
The user profiles shown on the User Profiles tab are those which have been created under the Default Organisation. Selecting a user profile on this tab will share it to the organisation being configured. This creates a view only version of the profile under that organisation. If the user profile is amended under the Default Organisation, it will also be amended under any other organisation it has been shared to.
The Single Sign On tab can be ignored unless directed by our Support team. Once all options have been selected, click Save.
To manage settings for an organisation, click on the user name in the nav bar and select Organisations.
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Now select the required organisation from the drop down and click OK.
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To check which organisation is currently selected, click on the user name in the nav bar. The organisation will be shown underneath the user profile name.
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As described previously, when a User Profile is shared to an organisation, this creates a view only version of the profile under that organisation. This can be seen on the Manage profiles and users screen when in an organisation by the icon .png) against the user profile, indicating that the profile settings can be viewed but not edited.
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To create user profiles unique to specific organisations, click the .png) icon to copy an existing user profile or create a new user profile in the usual way.
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