You should be at the 'Maintenance' page. If not, select 'Maintenance' from
the drop-down list at the top of the page, then find the System Options section.
Click the Organization Structure link.
This will take you to a page where you can choose the Organisation Structure setting that
matches the type of Organization you are supporting:There are 4 options:
|Option||Typically used by|
|(A) Single Customer, single Department, multiple Contacts||Helpdesk of a small company supporting internal users only.|
|(B) Single Customer, multiple Departments, multiple Contacts||Helpdesk of a medium to large company supporting internal users only.|
|(C) Multiple Customers, not split into Departments, multiple Contacts||Helpdesk supporting a number of small external companies.|
|(D) Multiple Customers, Departments and Contacts||Helpdesk supporting a number of medium to large external companies.|
If in doubt, choose the default Organization Structure is (D).
Select the appropriate Organization Structure from the drop-down list at the bottom of the window.
You may change this value at any time as long as your data support it.
For example if you already have several Customers defined, the system will not let you select options C and D.
In this case you will need to delete all but one Customer before you can make these choices.
(see also - how to hide records).
N.B. It is possible to e.g. create multiple Customers after you have set your organization structure to option A or B. However if you do so, the system will automatically reset the Organization type to the appropriate value.