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Definition
- SubTenant or Division allows you to associate Organisations ("Clients") to your Staff ("Account Manager").
- Clients are Organisations associated to a Division and/or to a Staff.
- Account Managers are Staff that are associated to a Division.
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3 roles exist for Platform Admins:
admin:- can see everything and edit everything
division_admin:- cannot create, update or delete Divisions
- can edit and see only the staff of his Division
- cannot modify the Division of a Staff Division
- can modify the Staff Clients allocation (The clients associated to the Staff as Account Manager)
- can see Organisations ("Clients") associated to the Division
staff- cannot display the staff list
- will only see Organisations associated to them in the Staff screen ("Clients")
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From there, you may create a new Division, edit or delete an existing one.
Creating a new Division
In order to create a Division, simply click on "Add a new Division" and fill the Division name.
Editing an existing Division
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Admin may see all the Staff, Division Admin will only see the Division's Staff (or Account Manager)
Create Staff
In order to create a Staff, simply click on "Add staff"
Fill the required information and select the Role you want your staff to be. (See Platform Admin Roles)
Once they have been filled, please click on Save in order to create the new Staff member.
Edit Staff
This screens allows you to assign Organisations ("Clients") to the Staff. He will only be able to see these Organisations when he logs to the Admin Platform.
To assign Organisations ("Clients")
- Click on "Add/Remove Clients" to open the Select Clients Modal.
- Pick the Organizations from the list.
- Click on Save to validate your choice.
