Warning
Creating a new organisation implies changes in your S-360 contract. Please liaise with our team before creating a new organisation.
Pre-requisite: have your Institution characteristics setup
Aim: setup the rules for your organisation.
Description: create a new organisation within your license
Characteristics
Screen configuration
Access control parameters
Characteristics
GENERAL
Internal, External name and Code of your organisation
Administrative logo, External Logo
Main language
Access control type defines how your barcodes are encrypted and generated. This is usually defined during the onboarding and the settings should not be changed without first contacting our support team.
Use SwissPass badge for access control : for swiss customers using SwissPass, this parameter will give the ability to work with the Swiss Pass card. Nota : this requires an interface setup and a service request before being used. Do not activate this feature yourself !
ADDRESS
Here you can set the address and details for the related organisation
PARAMETERS
Here you will define/see the main parameters such as:
Time zone
Day starting time
Contacts
Currency
Cash type defines what level of view our operators will have when closing their cash desks. Two types available:
1) Direct detailed, that permits full view and help in case of errors; 2) Restricted view, which won't provide additional details in case of errors.
Use sales price breakdown in bottom-up mode
Manage deposit
VAT calculation date for performance
Suspense account authorisation for a new contact, if "yes" each new contact will be allowed to a waiting account
Default maximum outstanding balance, enabled if the previous one is "yes" in order to define the maximum amount allowed.
Partner Organisation is used in multi-organizations institutions, when you want to allow sub-organizations to sell products from other sub organizations' catalogs.
Activity/Product profiles are still necessary to allow the proper sales channel at selling organization level.
ORGANIZATION VARIABLES
In some circumstances specific parameters might be created in this screen according to the guidelines provided by our team.
Screen configuration
The screen configuration gives you the opportunity to define the information requested in your different contact forms or ticketshop's screens.
You can customize those forms globally by modifying the information initially setup when Screen name = all and Sales channel = Default for organization
Then you can also apply specific rules on a particular sales channel, by selecting it in the dropdown and clicking on Search.
If the result is empty, clicking on 
will apply the configuration set at general level for your particular sales channel (respecting specificities, i.e. only B2B forms if this sales channel is a B2B sales channel), for you to modify at sales channel level. Thus you could have a global rule + a specific rule for your B2B sales channel
If the result is not empty, it means you already have a specific set for the selected sales channel. You can 
if you want to reset, or you can just modify what you want to modify.
| Screen name | Related form / screen |
|---|---|
| B2C register page | contact creation form on B2C online sales channel (the one that appear when you click on Create a new account)
|
| B2C profile page | Contact update page in the personal account on B2C online sales channel (the one that appear when you click on profile. Note this page also appear as a pop up just after login if a mandatory information is missing in the account)
|
| B2B register page | contact creation form on B2B online sales channel (the one that appear when you click on Create a new account)
|
| B2B profile page | Contact update page in the personal account on B2B online sales channel (the one that appear when you click on profile. Note this page also appear as a pop up just after login if a mandatory information is missing in the account)
|
| Ticket holder form | Beneficiary profile form used when online users enter guest details information for thermal ticket or before e-ticket printing through online portals.
|
| Individual purchase form | Buyer contact form for individual account which can be set during checkout (mainly used for B2B2C portal) |
| Structure purchase form | Buyer contact form for structure account which can be set during checkout (mainly used for B2B2C portal) |
| Distribution form | Ticket holder form used when distributing one or several tickets on the B2B portal
|
| Contact creation form | Contact creation form used when creating an account via Backoffice. Not used by online portals.
|
| Pickup contact form | Contact form for pickup contact (if activated) which can be set via Checkout > Delivery modes step on online portals Related to shipment mode type = Hand to contact postponed and POS Internet Parameter Edit Pick Up Contact = Yes
|
| Shipment contact form | Shipment contact form which can be set via Checkout > Delivery modes step on online portals
|
| Billing contact form | Billing contact form which can be set via Checkout > Order Summary step on online portals |
| Contact creation form for purchase "on behalf of" | contact creation on online sales channel when creating an account through the Friends & Family feature
|
Access control parameters
These parameters have a deep impact on how you control your tickets.
This is usually defined during the onboarding.
The setting should not be changed without first contacting our support team.
Next step: