Institution | Initialisation | Organisations

Pre-requisite: have your Institution characteristics setup

Aim: setup the rules for your organisation.

Description: create a new organisation within your license

Institution | Initialisation | Organisations#Characteristics

Institution | Initialisation | Organisations#Screen configuration

Institution | Initialisation | Organisations#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 your 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.

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: Season creation