My Organizations

Organizations - Navigation

When you click on 'My Organizations', all organizations assigned to the user are shown. For example, if the user has only one organization assigned, it will be shown as below(Fig1) and if the user has more than one organization it will be shown as below (Fig2)

Fig1: User has one Organization Assigned
Fig2. Multiple Organizations

Options On a Organization:

There are two ways a user can navigate into a customer. One directly clicking on buttons 'Details' and 'Actions' (Fig3, 1) or hamburger menu (3 little dots) (Fig3, 2) after customer name.

Fig3 Navigational Options at an Organization

Last updated