Organizations in the back office
In the back office, an organization is a contact identity record that has the Is Organization check box selected.
Agency personnel cannot create organization profiles in the back office, but they can start the process by creating a contact and marking it as an organization, then inviting a representative to join the organization as an authorized user. The organization profile is created when the first user accepts the invitation. The user who accepts the invitation also become a profile administrator.
See Inviting users to join an organization.
After the profile is created in Rhythm for Civics, agency personnel can manage an organization’s authorized users. For example, agency staff can invite, edit, and remove authorized users.
See in the Infor Public Sector User and Administration Library.
Contact Information InfoViewer
If the Authorized Users feature is enabled, the Authorized Users tab is shown in the Contact Information InfoViewer for contacts that are designated as organizations. Agency personnel can use this tab to invite users to join the organization as authorized users. You can also edit and remove authorized users.
For contacts that are not organizations, the Organizations tab is shown instead of the Authorized Users tab. The grid on the Organizations tab shows the organizations to which the current contact belongs as an authorized user.