Managing Organizations

Organizations (Orgs) form the backbone of your data structure within mbrella.

What is an Org?

You can think of Orgs many different ways:

• a partner
• a vendor
• a subsidiary
• a product line
• a document/file directory
• a work queue

Organization Hierarchy

mbrella Lets  you build Org hierarchies by supporting Parent and Child relationships. These are very useful when you want a NAFTA to roll-up from multiple Orgs. An Org can be BOTH a Parent and a Child allowing for unlimited vertical hierarchy.

Creating a Parent Org

Parent Orgs can be created from the main Org search results tab by clicking the "+ADD" button

OR from the Admin Dropdown menu, select NEW PARENT ORGANIZATION

Creating a Child Org

 

1.  Search for the Parent Org and select it
2. click on the create child icon
3. enter Org Name, Org Code, along with any custom fields that were flagged as required that you have configured

Navigating Org Hierarchy

	Climb to Parent. If already at a parent, result will return the current(top) parent Org.
	List all children.   Note the list of children can also be filtered with Org Search bar on left of screen.

Org Search Filter:

Search	mbrella will look for the search term in CODE and NAME fields
NAFTA Expiring	Filters for all NAFTAs expiring in next 90 days
Tags	Allows for you to select a Tag to filter by
Archived	Toggle to allow to search Archived Orgs vs Active Orgs