Organizational Units

The "Organizational unit" page displays a list of currently available organizational units, their detailed information, their members, and enables you to edit organizational units information, and send messages to all members of the organizational unit.

Prerequisites:

•	Login as System administrator or user with appropriate access rights.

This page consists of the following parts:

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Organizational unit list

This is a list of available organizational units with their basic information. The list contains the company name, unit name, notes and status. For additional information on using lists, see About Margento Processing System Administration.

If you wish to display which information will be shown on the list, use Search filter, located in the right corner of the screen.

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Tabbed box

The box under the list contains separate tabs, each containing fields for displaying, modifying, adding and removing specific parts of information associated with a specific organizational unit, and a Messaging tab for sending text messages to all organizational unit members of Margento Processing System Administration. For more information on messaging, see Messaging.

Content:

•	Displaying Organizational Unit Information

•	Modifying Organizational Unit Information

•	Adding Organizational Units

•	Removing Organizational Units

Displaying Organizational Unit Information

To display detailed information for a specific organizational unit:

1.	Click the organizational unit in the organizational unit list.

2.	The fields in the tabs of the tabbed box will be populated with the information for this organizational unit.

3.	Click through the tabs to display the content for the selected organizational unit.

Modifying Organizational Unit Information

To modify information for a specific organizational unit:

1.	Click the organizational unit in the organizational unit list.

2.	The fields in the tabs of the tabbed box will be populated with the information for this organizational unit.

3.	Click through the tabs to display the content for the selected organizational unit.

4.	Edit the information in the fields of a specific tab.

5.	Click the "Store" button at the bottom of the box to save the new information or click the "Reload" button to retrieve stored information and overwrite your changes in the fields.

Adding Organizational Units

When you first open the organizational unit list page, the tabs will contain empty fields. If you have been previously browsing through details for a specific organizational unit by clicking an item in the list, changing the information in the fields will update the information for that organizational unit. To clear the fields, click the "New" button at the bottom of the box.

To add a new organizational unit:

1.	Enter the information for the new organizational unit in the organizational unit details tab of the tabbed box.

2.	Click the "Store" button at the bottom of the box.

Organizational unit form specifies:

Parameter	Description	Notes
Company	Name of company	Required
Unit name	The name of OU (Billing, Marketing, Customer support, Terminal handler…)	Required
Notes	Notes of OU
Status	Enabled or Disabled	By disabling, invited user can not view/manage Company A’s data

Once a new organizational unit has been added, you can also edit the information in the other tabs for this organizational unit. Click the tab to display the tab content, fill out the required field and click the "Store" button at the bottom of the box.

Removing Organizational Units

To remove an existing organizational unit:

1.	Click the entry for this organizational unit in the list.

2.	The fields in the tabs of the tabbed box will be populated with the information for this organizational unit. Verify, that this is indeed the organizational unit you would like to remove from Margento Processing System Administration.

3.	Click the "Delete" button at the bottom of the box.