In RIVO, the Organization Structure represents any kind of Organization/Company(Corporates/Banks) that is used in the System.
This Structure contains the details of the Organization and all the Organization sub-units involved.
The Organization structure and units, with their users is maintained by the Admin user of the Specific Organization(Corporates/Banks).
There can be a multiple levels of Organization for a specific parent unit.
You can model your organization in several ways;
- Simple, flat structure. Everyone in the same structure. Everyone can see everything
- By Line of Business. Split the organization into units with the same Product , e.g. LCs in one unit and Guarantees in another. You can set the permissions of the users in the unit so that they are restricted to Deals from that unit , or have global permission.
- By Geography. If your Organization is split by Geography, you can replicate that in RIVO too.
Again, the permissions of the users can be restricted to Deals from that unit , or have global permission.
Within each Unit , you can then add in the Users , and set their Permissions
To access the Organization Structure in RIVO, Go to the Administrator menu and then select the option Organization Structure.
See also How to add the Organization users to the specific unit of the organization?
You must be an administrator in order to be able to add parties
You may be limited on the number of Organization layers you are able to add based on your RIVO subscription plan.
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