Modern organization view

Introduction

The Modern Organization View provides users with a comprehensive list of all organizations across all platforms they can access, including vendor, distributor, seller, and customer organizations. This enhanced interface offers improved filtering, search capabilities, and export functionality to streamline organization management.

In this article:

• Enabling Modern Organization View
• Understanding the Interface
• Managing Columns and Filters
• Searching and Navigation
• Exporting Organization Data
• Inviting Partners

Enabling Modern Organization View

To enable the Modern Organization View:

1. Navigate to the portal
2. Click Select Organization
   
3. Toggle the Modern organization view button to enable the feature
   

Understanding the Interface

The Modern Organization View displays organizations in a tabular format with the following key features:

Column Structure

The interface includes several columns that provide essential organization information:

• Status: Indicates the organization's current status with color-coded indicators
• Organization type: Classification of the organization
• External ID: External identifier for the organization
• Organization: The organization name (clickable field in blue)
• Subscriptions: Number of active subscriptions
• Country: Organization's location
• Industries: Business sector classification
• Tenant Name: Associated tenant information
• Tenant ID: Unique tenant identifier
• Organization Reference #: Incremental organization number, unique across all organizations
• Created on: Date when organization was created in platform (sortable, not shown by default)

Status Indicators

Organizations are marked with color-coded status indicators next to the organization name to quickly identify their current state.

Clickable Elements

Fields displayed in blue are clickable and provide additional functionality:

• Click the Organization Name to navigate directly to the organization's platform
• Click Profile to view detailed organization information

Click on the number under Subscriptions column to navigate to the selected organization's subscription page:

Managing Columns and Filters

Column Customization

Columns can be reordered by dragging and dropping to change their position according to your preferences. The system saves user preferences for column order and selected columns automatically.

Choose Columns Feature

Use the Choose columns option to:

• Select which columns to display
• Customize the view based on your specific needs
• Hide or show columns as required
  

Cross Filtering

The interface supports cross filtering functionality:

• When a filter is applied to one column, the available options in other column filters are automatically limited to the remaining possibilities
• Example: If you apply a 'Country' filter and select 2 countries, the 'Status' filter will only show values available for organizations in those selected countries
  
  

Searching and Navigation

Search Functionality

Use the search bar to find organizations by entering:

• Organization name
• Tenant ID
• Tenant name
• Organization ID
  

Pagination

Navigate between pages using the pagination controls, similar to the Modern subscription grid interface.

Exporting Organization Data

The system provides two export options:

1. Export the current selection from grid: Exports only the organizations currently visible and selected in the filtered view
2. Export all organizations: Exports the complete list of all organizations regardless of current filters

To export organization data:

1. Click the Export button
   
2. Select your preferred export option from the dropdown menu
   
3. The system will generate and download the requested data

Inviting Customers & Partners

The Invite feature allows you to create new organizations directly from the Modern Organization View.

Invite Customer

Sellers have possibility to add the Customer organization:

1. Click the Invite Customer button

2. The Create organization form will open

3. Complete all required fields in the form.

4. Choose to either Create or Create and Approve the new organization

Here you can find the more detailed manual How to create a new Customer organization.

Invite Partner

Distributors have possibility to add both Customer and Seller organization. Adding new Customer works the same as described above. In order to create new Seller:

1. Click the Invite Partner button
   
2. The Create reseller form will open
   
3. Complete all required fields in the form
4. Once all fields are filled, click Create
   

For more detailed instruction please refer to How to create new Seller article.

Limitations

• Column preferences are saved per user but may reset if browser data is cleared

Summary

The Modern Organization View enhances organization management by providing a comprehensive, filterable, and searchable interface for all accessible organizations. Users can customize their view, export data efficiently, and create new partner organizations directly from the interface. The cross-filtering capabilities and flexible search options make it easier to locate and manage organizations across multiple platforms and business relationships.

Related Content

• How to manually create a new Customer organization
• How to create new Seller
• Modern Subscription Grid
• How to activate an Organization