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How to Create and Configure Organizations

This article describes how administrators can create and configure organizations.

Article Topics

How to Create an Organization

  1. Within Admin Center, go to Users > Organizations.
  2. Click +Add.
  3. Enter the organization name in the Name field.
  4. Define a parent organization by clicking Update and select the desired option and click Save.

 

To copy access controls from an existing organization, click Update and select the appropriate organization.

How to Configure or Update the Configuration for an Organization

  1. Within Admin Center, go to Users > Organizations.
  2. Click on the Organization Name you wish to configure.

Organization-Specific Configuration Options and Actions

Most Organization Overrides apply to the specific organization you are editing and its children.

 

Info

View or update:

  • Name
  • Parent Organization
  • Organization tags
Addresses

View or update:

  • Organization Address(es)
  • Set Default Organization Address
Users

View or update:

  • All users included in the organization
Reports

View or override:

  • Reports that users in the organization have access to

Note: only users with the Reporting Module enabled their User Group(s) will be able to access reports.
Print Settings

Allows administrators to override the default Print Setting and set an organization-specific Print Setting, with the option to apply that Print Setting override to any child organization(s)
Browse Flow

Allows administrators to override the default Browse Flow and set an organization-specific Browse Flow, with the option to apply that Browse Flow override to any child organization(s)
Styles

View or override:

  • Main Logo
  • eCommerce Logo
  • Print Logo
  • Login Background
  • Banner
  • Branding Colors
Parts List Columns

Allows administrators to override the default Parts List Columns (Admin Center > Library > Parts List Columns) and set organization-specific Parts List Columns.
Library Settings

View or override:

  • SVG Opacity
  • Ignore Access Controls
  • Enforce Access Controls for Quick Add
Order/Quote Forms

Allows administrators to override the default Order and/or Quote forms
Order Statuses

Allows administrators to enter the email addresses of organization-level recipients who should be notified of certain order status changes.  

Note:  Only the organization-level recipients will receive the notifications and not the tenant recipients.
Integrations

View or override ERP System Settings:

  • Enable Tenant ERP
  • Enable Organization ERP 
  • Disable ERP
  • ERP System Name
  • Service URL
  • Invoke GetPartInfo from Client
  • Require Authentication

View or override Commerce System Settings:

  • Enable Commerce 
  • Services URI
  • Outbound Customer ID Parameter Name
  • Outboard Session ID Parameter Name
  • Redirect

View or override Shopping Cart and Parts Settings:

  • Disable Add Part to ERP Cart
  • Enable Fetch Part Info from ERP
  • Enable Send Shopping Cart to ERP 

View or override ERP Mapping Settings:

  • ERP Retail Price Mapped From
  • ERP Discounted Price Mapped From
  • ERP Wholesale Price Mapped From
  • ERP ETA Mapped From
  • ERP Currency Code Mapped From

View or override Other Settings:

  • Enable Sync PO Address with ERP

Note: please use caution and work with a Documoto System Administrator to modify or update Integration settings 
Storefront Settings

View or override Pricing Settings:

  • Default Currency Code
  • Display Retail Price
  • Display Discount Price
  • Display Wholesale Price
  • Display Prices in Parts List
  • Disable Hide Pricing Button

View or update Cart Settings:

  • Enable Shopping Cart
  • Add to Cart Quantity Behavior

View or update Other Settings:

  • Disable Order Templates
  • Disable Quote Templates
  • Disable Order Management Admin
Cart Columns

View or override: 

  • Display Prices in Shopping Cart
  • Disable Add to Shopping Cart Pricing from ERP
  • Disable Shopping Cart Availability 
  • Disable Shopping Cart ETA from ERP
  • Cart Columns 
Copy Access Controls

Allows administrators to copy access controls from an existing organization. 

 

Note: Copy Access Controls is not an immediate action in Documoto. Allow up to 6 hours to see the change