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Organizations

An Organization is used to group Bizview users into organizational units where you can assign Client access, Object values, and Planning version access. This is different from the Role feature, where you assign access to end user features such as Dashboards and Templates.

Organizations allow you to assign a group of users to Organizational belongings. For example, 10 users that should all have access to Client 10 and Unit 100, 1010, and 120. The feature omits the need to assign these access levels to each user individually.

Access Organizations by selecting System Administration > Setup & Authorizations > Client & Organizations > Organizations.

To define a new Organization, select the New button or the Create a new organization link at the top of the screen.

Below is a list of Organization fields:

Field

Description

Example

Note

Organization ID

The unique ID for the Organization

ORG1

Keep short, no spaces, no strange characters, numbers or capital letters

Description

The description of the Organization

Organization 1


 

Additional Information

  • Members - Select which users should be a member of the Organization.

  • Clients - Select which Clients the Organization and its members should have access to.

  • Object Values - Define what object values the Organization and its members should have access to.

  • Versions - Define what planing versions the Organization and its members should have access to.

Usage

The settings defined here are applied to all login authorizations, as well as data when running reports or generating input forms. These settings are used in the same way as corresponding user settings.

Note: If settings to a particular value is set both on the user and for an organization, the lowest level (user setting) will be applied to the evaluation.

Published:

Organizations

An Organization is used to group Bizview users into organizational units where you can assign Client access, Object values, and Planning version access. This is different from the Role feature, where you assign access to end user features such as Dashboards and Templates.

Organizations allow you to assign a group of users to Organizational belongings. For example, 10 users that should all have access to Client 10 and Unit 100, 1010, and 120. The feature omits the need to assign these access levels to each user individually.

Access Organizations by selecting System Administration > Setup & Authorizations > Client & Organizations > Organizations.

To define a new Organization, select the New button or the Create a new organization link at the top of the screen.

Below is a list of Organization fields:

Field

Description

Example

Note

Organization ID

The unique ID for the Organization

ORG1

Keep short, no spaces, no strange characters, numbers or capital letters

Description

The description of the Organization

Organization 1


 

Additional Information

  • Members - Select which users should be a member of the Organization.

  • Clients - Select which Clients the Organization and its members should have access to.

  • Object Values - Define what object values the Organization and its members should have access to.

  • Versions - Define what planing versions the Organization and its members should have access to.

Usage

The settings defined here are applied to all login authorizations, as well as data when running reports or generating input forms. These settings are used in the same way as corresponding user settings.

Note: If settings to a particular value is set both on the user and for an organization, the lowest level (user setting) will be applied to the evaluation.

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