How to create Organizations using Mindmatrix
Posted by The Team at Mindmatrix on 26 June 2015 05:57 AM
Mindmatrix allows you to create organizations and assign roles to users with respect to their designation.
To set up an Organization in Mindmatrix, follow the steps mentioned below:
This section allows you to enter name and description for an organization group.
A) Name: Enter the name of the organization.
B) Currency: Enter the currency.
C) City: Enter the city.
D) Zip-code: Enter the zip- code.
E) Telephone: Enter the telephone number.
F) URL: Enter the company URL.
G) Address 1: Enter the address.
H) State: Enter the state.
I) Country: Enter the country.
J) Fax: Enter the fax number.
K) Next: Click ‘Next’ to proceed.
L) Cancel: Click ‘Cancel’ to enter the previous page or to exit the window.
2. Add Users
You can add/remove users to the organization here. Use ‘Search for records’ field to find required users.
A) User’s Grid: This section displays basic details of the user.
i) First Name: This column displays first name of users.
ii) Last Name: This column displays last name of users.
iii) User Name: This column displays username of users.
iv) Created On: This column displays creation date of users.
v) Updated On: This column displays modification date of users.
B) Conditions to Sort List: You can arrange the users’ list in ascending or descending order based on details like their first name, last name, user- name and creation date (Created On) or modification date (Updated On).
C) Next: After completion of all the steps in ‘Add Users’ click ‘Next’ to proceed.
D) Search for Records: The right record can be found just by entering the user’s first name, last name or user name in ‘Search for Record’.
E) Add: Click ‘add’ to add user to the organization.
F) Remove: Click ‘remove’ to remove user from organization.
G) Pagination: The pagination bar displays total number of users on current page. Use arrow keys to toggle between pages.
H) Cancel: Click ‘Cancel’ to enter the previous page or to exit the window.
A) Name: This section displays name of the role and relevant descriptions.
B) Next: On completion of steps for ‘Roles’ section, click ‘Next’ to create organization.
C) Add: Click ‘add’ to enable role for organization.
D) Remove: Click ‘remove’ to disable role for organization.
E) Pagination: The pagination bar displays total number of roles on current page. Use arrow buttons to toggle between pages.