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Overview

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In order to use the Client Organisation structure a Yellowfin Administrator will first have to enable it. Disabled by default, the following steps must be completed;

1. Navigate to Administration > Configuration > Authentication and enable the Client Organisation Functionality
   
2. Enable the required role permission, found in Administration > Role Management, under the Administration role permissions section:
   1. Client Organisation Management This option allows users to set up and manage Client Organisations.
      

Creation

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In order to create a Client Org, you must navigate to Administration > General > Create New Client.

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User Groups can only contain Users who have log in access to the Client containing the Group. For example, if an Administrator creates a Group for Client 1, only Users of Client 1 can be added to the Group, Client 2 Users will not.

Access

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A user may only ever log into one Org at a time. As part of the login process, Yellowfin checks which Orgs the user has access to. If they have access to a single Org, they will automatically be logged into that Org. If, however, they have access to multiple Orgs, they will be prompted to select an Org:

Note: if you wish to specify which Org the user logs into, this selection screen can be bypassed using a custom login page, or with web services.

Content

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Content created at the Primary Organisation is shared to all clients, so a user logging into a particular client will be able to see any content created at that client, as well as any content created at the Primary Organisation.

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See Primary Org Content Security for more information.

Configuration Options

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The Configuration and Report Styles pages in Administration allow Yellowfin Administrators to set options that affect Functionality, System Parameters, and Default Style Settings. When a Client Organisation is created, all of these settings are copied from the Primary Organisation. An Administrator can then log in to the Client Org and customise the settings for the client. This allows each client to have different Regional Settings, Integration Options, and Styles.

Note: some Configuration options are only applicable to the Primary Organisation, and will not be shown when logged in to a client.

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These items are then displayed in the Standard Yellowfin Header as shown here:

 

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