Users can enable functionality that allows the following functionality on the Web site related to an individual's management of an organization's customer record:
- Individual can add an organization record
- Primary contact (or designated relationship) can request removal of or edit employees linked to organization
- Primary contact (or designated relationship) can manage the relationships of employees linked to organization
- Primary contact can request removal as primary contact
- Individual can link themselves as primary contact if no other primary contact exists
- Individual can request to be linked as new primary contact
This functionality is configured on the Trade Org tab in the Web Site Editor. To enable that tab, make sure the Trade Organization check box is selected in the Account Information section of Accounting set-up.
Tip: This eWeb functionality verifies if an organization is in the user's database by matching the logged in user's e-mail address and matches it to the organization's domain name. For example, test@abila.com - where "Abila" is the domain name. Then the search runs based on the following: Organization name contains the domain name; or Organization acronym contains the domain name; or Organization Web site address contains the domain name.
The Online Organization Management functionality allows for several requests to be made by the eWeb customer. Requests are communicated to the Primary Contact person through a system generated e-mail.
This allows users to better control the management of primary contacts linked to an organization and controls changes to individual records that may receive benefits from an organization’s membership.
Note: When the Primary Contact person logs in, the system will verify that the user’s e-mail address (e.g., MSmith@abila.com) matches the organization based on:
- Organization Name contains the domain name (e.g., Abila); or
- Organization Acronym contains the domain name (e.g., Abila); or
- Organization Web site address contains the domain name (e.g., www.Abila.com)
To set up the Organization Management Staff Notification system options:
- Go to the E-Marketing module.
- On the E-Marketing Overview, click Set Up.
- Next to the EwebOrganizationManagementStaffNotificationAddress system option, click the edit icon.
- In the System Option Value field, enter the e-mail address for the staff person who should receive all system-generated change requests related to the management of their organization's records.
- Click Save. When the designated staff person receives the automated e-mail, they will be responsible for making the requested changes.
As noted, once organization management has been enabled, the Primary Contact or designated contact for the organization will be able to log-in and manage several aspects of the organization through the My Information section on the Web Site. View the Managing an Organization's Information Online Help topic for more information.
The Trade Org tab
Once you have selected the Trade Organization check box in Accounting set-up, you are able to configure online organization management options on the Trade Org tab in the Web Site Editor. The Trade Org tab contains the following check boxes:
- Enable online organization management
- Enable online employees management
- Enable online employees relationship management
- Allow primary contacts
- Allow individuals with specific relationship types
However, note that some check boxes do not become available until others are selected first, beginning with the top check box which enables online organization management.
Enable online organization management: Selecting this check box enables online organization management for your organization and allows you to dictate which options you want to enable on eWeb for specific relationships as well.
When it is disabled, no online organization management is possible and you may only view the organizations that you are affiliated with but make no edits to them. You may, however, edit your own individual record. Further, all other online organization management options are hidden as seen in the image above until you click the Enable online organization management check box.
Once selected, however, a series of check boxes appears beneath the check box, seen in the image below, that enable you to make further online organization management selections for eWeb such as the ability to edit employees and relationships for the organization.
Tip: Once you have enabled online organization management, you need to select the Organization Management Permissions that will be able to manage (or edit) the organization information. If you enable this check box (or any of the other settings on this tab) and then fail to select either a Primary Contact or other Individual in the Permissions section as a designee, the organization contact information will still not be editable.