Managing organizations in administration

Category: Organizations
Summary:
This article is an overview of the organization types Schild supports.

Overview

Schild supports three organization types: agencies, clients, and organizations. Agencies represent external public or governmental organizations-such as law enforcement, regulatory bodies, or emergency service units-that collaborate with your operations. Clients are the organizations receiving security services. Organizations are businesses subscribing to Schild, or Schild Technologies. Administrators can manage the three in administration.

Agencies

Administrators can manage agencies by navigating to Organizations → Agencies. Agencies have contact information, offices, and relevant sites. That is, sites the agency has jurisdiction over. Agency contact information is available for users to view on the main site's site pages.

Adding agencies is simple:

1. Navigate to Organizations → Agencies.
2. Click or tap "Add agency".
3. Fill out the fields.
4. Click or tap one of the save options.

Offices and jurisdictional site assignments must be added to make their contact information available on the main site.

Clients

Clients are those receiving security services. They have names, descriptions, statuses, contact information, and other data. They've also got places to associate them with offices; approve them for security services; add specific contacts; add billing information; and add administrative notes.

Onboarding clients

Onboarding is easy:

1. Navigate to Organizations → Clients.
2. Click or tap "Add client".
3. Fill in the fields.
4. Click or tap a save option.

Clients must be approved for particular security operations before scheduling the operations. To do so:

1. On a client's page, navigate to Service approvals.
2. Add the applicable security operations.
3. Click or tap a save option.

Client offices are purely administrative-modifying client offices does not affect scheduling in any way. The default shipping and billing addresses determine the addresses displayed on invoices. Be sure to add them when onboarding.

Organizations

An organization is a Schild customer, or Schild Technologies. Only your organization and Schild Technologies will ever be visible in administration. You can view your information by navigating to Organizations → Organizations → Your Company Name. Organizations can: view their account status; view other details including contact information; and add offices-physical locations where organizations conduct business.

Adding offices enables users to be assigned to workplaces. Workplaces are offices users are assigned to for security operation scheduling and tax purposes. Sites are also tied to workplaces. Site-workplace binding determines who can schedule operations at a given site, and partly who can be assigned.

Without binding sites to workplaces, they cannot be selected when scheduling security operations. Sites must be associated with one of a creator's workplaces. The same goes for users. Users not associated with one of a creator's workplaces cannot be selected when scheduling security operations.