Enabling online employees relationship management allows those with Organization Management Permissions to manage the relationships between the individual employees and organizations on eWeb. The Enable online employees management checkbox is not available until you select the Enable online organization management checkbox. The Enable online employees relationship management check box is not available until you also select the Enable online employees management check box on the Trade Org tab.
Individual to Organization relationships are first defined in CRM set-up through the Relationship tab. Define the types of relationships that individuals may have with your organizations by clicking the Add button. Note that you can also specify if the relationship should be available online as well by clicking the Show Online check box. If Show Online is not selected, the relationship type will not be available on eWeb.
Note: Specific relationship types can also be granted permission to shop for the organization by clicking the Allow Shopping? checkbox. This feature allows you to have more specialized relationship (roles) to differentiate between those who manage organization information online from those who are able to make purchases on the organization's behalf.
Once you have the Enable online employees relationship management check box enabled, the Organization Management Permissions are able to view each individual’s relationships with an organization as seen in the image below.
If you selected the Show Online check box when you set-up a relationship, the Organization Management Permissions will be able to Add or Edit the relationship online as well, as seen below.
Even if you want to manage your own relationship to an Organization, you will need to do so through this interface. Further, netFORUM does not allow you to delete a relationship so that a historical record may be maintained. Rather, you should complete the End Date field instead, depicted in the image above, when you Add or Edit a new relationship.
In addition, checking the Show Online? checkbox will enable the Search Results / Related Individuals list to appear on the My Organization page. This list shows all individuals who currently have a relationship/role with your organization.
