The Organizations page displays each organization that is configured within Administration
and provides access to creating and editing organizations.
The Organization Hierarchy button (
) provides quick access to the
Organization Hierarchy screen.
This screen provides a visual tree-view representation of the user's associated organization, including any child organizations. The SHOW ADMINS button will list the users with administrative privileges for each organization. After clicking it reads HIDE ADMINS to return to just a hierarchy list.
) provides quick access to the
Organization Hierarchy screen.This screen provides a visual tree-view representation of the user's associated organization, including any child organizations. The SHOW ADMINS button will list the users with administrative privileges for each organization. After clicking it reads HIDE ADMINS to return to just a hierarchy list.
Note: This feature is only available
to Financial Institution administrators and will not appear for other
users.
Note the following:
- Hovering the mouse over an organization highlights and expands the selection to display
general information pertaining to the selection.
- Clicking the +ORG button allows you to create an organization that is a child of the selected organization.
- Clicking REMOVE ORG allows you to delete the selected organization.
- Clicking VIEW ORG USERS displays a list of all users associated with the selected organization.
For information on working with organizations, refer to: