Organizations are different nodes in the Organizational structure. They control what you have access to and make sure that you only see what is relevant for you and your operation.

The organizations are used to connect entities through organizational belonging, making it possible for Individuals to view, edit, add and delete data. Organizations are only used to handle permissions to data in AXSOR, not functionality.


Know the difference between...

Organizational Permission

The limitation of administrative rights given to an Individual within an Organization. 

Can view, edit and create, but not delete anything.

Organizational Belonging

The chosen organization node is where the entity should be handled. Applies to all administrated entities besides addresses.

How to

Change organization

1. Click on Change organization in the top menu.

2. Select which part of the organization to display data for (temporarily for this session).

3. When the choice has been made, objects and data that has other organizational belonging will be hidden, with the exception of the dashboard.

4. Every new entity that you create with this setting will automatically have the chosen organizational belonging.

How to

Create organizations

1. Go to administrate and select organizations .

2. Click on + to create a new organization.

3. Add a name and general information if needed.

4. Add sorting order. Sorting order is where your new organization will be placed in the organization tree.

Save before you continue.

1. Add a phone number to the organization

2. Add an administrator.

By connecting an administrator it is possible for users to see the administrators contact information from the login screen.

Administrators need:

3. Connect an address to the organization.

Choose the parent organization. The selected parent will be highlighted with red.

Save before you continue.

Add a receipt template that is specific for the organization. The template will be used as a default (but can be changed) for when receipts are created by individuals belonging to the organization.

Save. Now you have created a organization!


A good organizational structure is key

The municipality has one organizational structure, were the top node is the municipality name. Further down the tree you have divided the nodes into different functions, were one is Care homes. 

Instead of having every care home listed on the same level, you make the structure more manageable and create nodes for regions, for example based on cardinal directions or neighborhoods.

The care home are then listed below the regions as bottom nodes, which means that they only see what is essential to them.