Pre-requisite: have your Institution characteristics setup
Aim: setup the rules for your Organisations.
Description: Warning - create a new Organisations implies change in your SecuTix contract. Please liaise with our team before creating a new Organisations.
Characteristics
In General
Internal, External name and Code of your Organisation
Administrative logo, External Logo
Main language
Access control type
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 !
In Address you can set the address and details for the related Organisation
In Parameters
Time zone
Day starting time
Contacts
Currency
Use sales price breakdown in botoom-up mode
Manage deposit
VAT calculation date for performance
Suspense account authorisation for a new contact
Default maximum outstanding balance
Partner Organisation
In Organization variables
Screen configuration
The screen configuration gives you the opportunity to define the information requested in your different form.
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 | |
| Individual purchase form | |
| Structure purchase form | |
| Distribution form | |
| Contact creation form | |
| Pickup contact form | |
| Shipment contact form | |
| Billing contact form | |
| Contact creation form for purchase "on behalf of" | contact creation on online sales channel when creating an account through the Friends & Family feature |
Next step: