Different Organizations in the System

When using the system, you may use different your business organizations in one system. For instance, if your company has different divisions or departments and want to have separate records of contacts, invoices, etc.

If you need to add a new organization to your account, contact support@hannacrm.eu

• Information of the organization
• Invoice and opportunities numbers based on the organization
• Assigning permissions to the staff based on the organization

Information of the organization

1. After receiving the confirmation that the new organization has been created, head to the Setup - Settings - Company details - and click Edit the new organization:

2. Edit the newly created organization's information and select which of the organizations will be set as the main.

3. The company logo will be displayed in sales documents (invoices, pre invoices, opportunities, credit notes) and email templates, depending on which organization is used to send or generate documents.

Invoice and opportunities numbers based on the organization

You can assign the specific numbers to invoices, pre invoices and opportunities based on the used organization.

1. Select Setup - Settings - Finance - Invoice/Pre Invoices or Opportunities - specify the document prefix and number - select the organization and save changes:

2. When creating sales documents, you can select the organization and the system will reflect the invoice numbers accordingly.

Assigning permissions to the staff based on the organization

You can assign specific permissions to the staff that would allow viewing files and records of only the organization they were assigned to. For instance, if John is assigned to the Organization A and Peter to the Organization B, then Peter will not be able to see and display the records that belong to the Organization A, and John will not have access to all the files of the Organization B.

1. To assign the permissions based on the organization, select the Setup - Staff - select the needed employee - Permission - click on the Edit button, set the organization and save changes.

2. When the employee has the assigned organization, they can only view the records assigned to their organization.