¶ Organizations
To access organization management section chose menu option Administration > Organizations in the navigation menu.
This section is available only if you have the Administrator role in at least one organization assigned to your user account.
The Organizations section allows you to view and manage the organizations assigned to your user account.
In this section, you can:
- view the list of all assigned organizations
- search for a specific organization
- show or hide inactive organizations
- add a new organization
- view your role in each organization and its current status
- open the list of users assigned to an organization
- view and change organization settings such as default currency, dispatch mode, journal storage duration, integration with other services, etc.
- leave an organization and therefore remove it from your list of assigned organizations
- update the organization profile in the TecOrder Platform
- export all organizations and their corresponding business relations
- export all organizations and their corresponding users
¶ List of organizations
The List of organizations provides an overview of all organizations assigned to your user account. For each organization, the table displays the organization name, TecCom ID, your user role in the organization, current organization status, and access to the list of assigned users.
If you have the Administrator role in an organization, you can view the list of users assigned to this organization by clicking the link icon in the Users column. If your role in the organization is User, access to the user list is not available, and the link icon in the Users column is disabled.
For easier navigation, you can use the search field to find a specific organization. You can also select Show inactive to display organizations that are currently inactive or deactivated in the TecOrder Platform.
Sorting is available for table columns. To sort the list, hover over a column header and click the sorting icon.
From this page you can:
- access organisation details by clicking on a specific organization
- add a new organization by clicking on + Add organization button
- export all your organizations and their corresponding business relations by clicking Export with partners
- export all your organizations and their corresponding users by clicking Export users
¶ Add a new organization
To add a new organization, you need to have a TecCom ID and password for this organization. These credentials are provided after the organization is set up on the TecAlliance platform.
If you do not have a TecCom ID or password, you can request them via the Become a TecAlliance customer and get a new TecCom ID link on the TecCom Portal login page.
To add an organization:
- Open Administration > Organizations.
- Click + Add organization.
- In the Add organization dialog, enter the TecCom ID and Password.
- Click Verify to validate the provided credentials in the TecAlliance system.
- After successful verification, the organization data saved in the TecAlliance system is displayed. Review the displayed organization information.
- Click Save to add the organization to your list of assigned organizations.
After the organization is added, the Administrator role is assigned to your user account for this organization.
¶ Organization details
The Organization details page displays the configuration settings assigned to an organization. Users with the Administrator role can view and update these settings. Users with the User role can only view organization configurations and cannot change them or perform organization actions.
To open organization details, go to Administration > Organizations and click the required organization in the list.
If you have the Administrator role in the organization, you can:
- define the default currency, dispatch mode, and unit of measurement
- select the organization highlight color
- select the cloud download file format
- set journal and log storage duration (available time duration: 3, 6, 9 and 12 Months)
- enable or disable download of reverse messages
- enable or disable download of e-invoices (download of legally valid invoices from the e-Invoicing service)
- enable or disable the Warranty & Returns module
- enable or disable the Connect module
- enable or disable the Request & Order module
- enable or disable the Journal module
- enable or disable Business Cloud Article Data
- enable or disable Open Orders
- configure individual buyer settings for Open Orders
- download open order requests in CSV or Excel format
- edit the organization profile in the TecOrder Platform
- leave the organization
After changing the required settings, click Save to apply the new configuration across the organization.
If you have the User role in the organization, you can only view the settings. To change organization settings or perform organization actions, contact one of the administrators of your organization.
The Maintenance window tab is only available for supplier organizations. For more details, see Maintenance Window page.
¶ Update organization profile
To update the organization profile:
- Open Administration > Organizations.
- Select the required organization from the list.
- On the Organization details page, click Edit profile.
- In the TecOrder Platform Profile dialog, update the required organization details.
- Click Save to apply the changes.
The organization profile contains general organization information, such as address, contact details, city, ZIP code, telephone number, fax, and email.
¶ Leave organization
To leave an organization:
- Open Administration > Organizations.
- Select the required organization from the list.
- On the Organization details page, click Leave organization.
- In the confirmation dialog, click Yes.
After confirmation, the organization is removed from your list of assigned organizations.
¶ Export organizations
To better track user access or compare business relations with your own system, you can export organization-related data from the Organizations page.
The following export options are available:
- Export with partners — exports selected organizations and their corresponding business relations
- Export users — exports selected organizations and their corresponding users, including roles and permissions
The exports are available in CSV format.
To export organization data:
- Open Administration > Organizations.
- Select one or more organizations in the list.
- Click Export with partners or Export users, depending on the data you need to export.
- Wait until the export file is generated and downloaded.
