¶ Organization
An organization within RevCent allows you to group third party accounts, campaigns and employees with visibility restrictions.
Organizations are optional and not required for creating sales or other actions within RevCent. They are a tool for helping to organize your RevCent account if you have multiple business and wish to separate concerns.
¶ View Organizations
View all organizations by clicking the All Organizations link on the sidebar, or go to https://revcent.com/user/organizations
¶ Create An Organization
Create a new organization by clicking the Create New Organization button when viewing all organizations, or go to https://revcent.com/user/new-organization
¶ Name
Set a name for the organization.
¶ Description
Set a description for the organization.
¶ Status
Set the status for the organization.
Once the organization is created you will be forwarded to the Edit Organization page for the new organization. You can then add associations and attach employees by editing the organization.
¶ Edit An Organization
Edit an existing organization by clicking the edit icon when viewing all organizations.
¶ Organization Details
¶ Name
Set a name for the organization.
¶ Description
Set a description for the organization.
¶ Status
Set the status for the organization.
¶ Organization Associations
Associations within an organization allow you to group related domains, shops, campaigns and AdWords accounts based on the specific business (organization) using them.
Associations also allow you to apply visibility restrictions to employee users within the organization. Selecting specific campaigns will allow organization employee users to only see entities associated with the campaigns selected. Metadata group associations allow you to specify only select metadata an employee user within the organization can see.
All associations are optional. Apply associations if you wish to group related entities and/or restrict employee user visibility.
¶ Campaign
Select one or more campaigns you wish to associate with the organization. Selecting Campaign(s) will apply visibility restrictions to all employees added to this organization. I.e. Employees added to this organization will only be able to view sales, customers, etc. related to any campaigns selected. Do not select any campaigns and/or add employees to this organization if you do not want employee user visibility restrictions
¶ Metadata Group
Select one or more metadata groups you wish to associate with the organization. Selecting Metadata Group(s) will apply visibility restrictions to all employees added to this organization. I.e. Employees added to this organization will only be able to view metadata within the respective Metadata Group(s) selected. Employee userss are not allowed to view metadata by default. This setting allows you to specify which metadata they are allowed to view.
¶ AdWords Account
Select one or more AdWords accounts you wish to associate with the organization. Does not affect employee user visibility.
¶ Third Party Shop
Select one or more third party shops you wish to associate with the organization. Does not affect employee user visibility.
¶ Tracking Domain
Select one or more tracking domains you wish to associate with the organization. Does not affect employee user visibility.
¶ Organization Users
¶ User
Select one or more users to associate with the organization. Does not affect Manager users.