Configure Organization Type

Table of Contents

• How to Add an Organization Type
• Organization, Private, and Other Information
  • Information tab
  • Organization Information
  • Private Information
  • Other Information
  • Custom Fields/Upload Files tab
• Saving Organization Information
• Verify Account

Note: Before adding a new factory or organization, it is important that you conduct a search for the factory, or organization, and see if other members have already entered it into the system. Doing so prevents the creation of duplicate account records in the database.

How to Add an Organization Type

An Organization Type must first be added in User Roles before adding an organization account to your supply chain.

1. Begin by navigating to Administration and select User Roles from the left-hand navigation menu.
   
   
2. Select the Account Type from the dropdown. Options include External Monitor-Auditor, Factory, Internal Account, and External Organization - SCI (Supply Chain Intermediary)
   
   
3. Enter the Security Role Name.
   
   
4. Toggle OrgTypeRole to Yes. Select Save.
   
   • When toggling the OrgTypeRole, you are informing the system whether these are internal organizations (Internal Account) or external organizations (External Monitor " Auditor, External Organization " SCI)
   • This step will inform your options when adding a new organization account
     
     

Let's walk through an example:

1. Select Create a new role from an existing one.
2. Set the Account Type as External Organization - SCI. This step informs the permission settings for the role.
3. Enter the Security Role Name as Brand/Customer
4. Toggle the OrgTypeRole to Yes. This step sets this security role as an organization account type option.
5. Select Save.

This creates a new account type in the Available Security Role list.

Next, select the pencil icon beside the role to edit permission settings for the newly created role.

This reveals the Permission Setting tab for this security role.

Check the boxes to add or remove permissions for the role. Click here to learn more about Permission Settings in the Create and Manage User Roles article. Once youre done, select the Save button.

Organization, Private, and Other Information

Now that Organization Types have been established, you can add an organization account to your supply chain.

To add an organization account, begin by navigating to Supply Chain and selecting Organization List from the left-hand navigation menu.

On the Organization List, select the + Symbol.

Select the type of organization from the dropdown menu. (Internal or External)

After selecting the type of organization, the Organization Information page appears.

On this page, there are two tabs:

1. Information
2. Custom Fields/Upload Files

Information tab

The Information tab includes three windows:

• Organization Information
• Private Information
• Other Information

Organization Information

The Organization Information section has the following fields.

Fields marked with an asterisk are required:

1. Name*
2. Other Names: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.
3. Office Address same as Main Address: If the Office Address is different from the Main Address, toggle the slider to No and an Office Address tab will appear.
   
4. Address*: If you don't have the information for the Address and/or Phone Fields, enter "1" as a placeholder.
5. City
6. Zip Code
7. Country*
8. State
9. Phone*: If you don't have the information for the Address and/or Phone Fields, enter "1" as a placeholder.
10. Fax
11. Mobile No.
12. E-mail
13. Latitude: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.
14. Longitude: Entering information in Other Names, Latitude, and/or Longitude fields will help others find an organization that has changed its name.

Private Information

The Private Information section has the following fields.

1. Type: Select the specific type of organization.
2. Keep Member hidden: Set by default to Yes and locked. This can be changed once the new organization is entered into the system.
3. As Of
4. External ID
5. Organization Status
6. Private Notes

Other Information

The Other Information section has the following fields.

1. Industry: Select the industry the factory is associated with
2. Legal Status: Enter the factory's legal status
3. Year of Foundation: Enter the year the factory was founded
4. SLCP ID: Enter the SLCP ID

Once youre done entering in all required information, check all fields for accuracy before selecting Save.

Custom Fields/Upload Files tab

The Custom Fields/Upload Files tab has two sections:

• Custom Fields section: Available to add account information relevant to the FFC brand. Custom information fields are optional and configured by the FFC Brand.
  
• Upload Files section: Drag and drop a file here or browse.
  

Saving Organization Information

Once youre done entering in all required information, check all fields for accuracy on both the Information and Custom Fields/Upload Files tab.

Select Save.

Verify Account

The Verify Account window will popup if the platform detects that the new organization you're adding is a duplicate of an existing one. Choose between making the member active in an existing organization on the list or creating a new entry in the system.

1. Select the organization name to make the member active in the existing organization.
2. Select Continue if you want to add a new organization to the platform.