Organization management

To manage organizations, you must go to the Administration menu and click on Organizations. This section of the administration manages organizations and allows editing of their information like addresses or limits.

The organization management is restricted to specific roles. If you do not have access to this part of the platform and need to manage an organization, please contact your administrator.

New Organizational structure

Our product provides an organizational structure that allows a Client Organization to create several sub-organizations. Each sub-organization can create its sub-organizations, and so on up to 5 levels deep: this allows separation of data. For example, a client can manage its different branches by representing each of them using sub-organizations.

Under the organization’s dropdown, users could see which organizations they have access to. It will be presented as a tree structure.

The first organization will be the user’s “belongs to” organization. Below that would be sub-organizations under the “belongs to” organization. Performing actions such as creating users or initiating payments, will only affect the selected organization. Users without access will not be able to see data from other organizations.

Users with the organization management role could manage the organization they have access to (except Client Organization). To create an organization, the user must choose a Parent Organization and give a Unique Identification (35 characters maximum and unique among Client level). The list of Parent Organizations is based on the organization that the user has access to. The newly created organization will be under the parent organization as a sub-organization.

Organizations list

In the organization list screen, you can:

Filter the list to view a more restricted list of organizations or perform a search.
Create a new organization. For more details on creating a new organization, please refer to the section: Organization creation.
Reload the table content by clicking on the Refresh button.

By selecting a specific organization in the list, you can:

Display the entire history of the selected organization. All changes made to the organization since its creation are listed with the corresponding dates and the identity of the modifier.
View the information of the selected organization.
Edit the information of the selected organization by updating the form.

For each organization, the following is the information available:

Id: Internal identifier

To access or copy this identifier, click on the icon in the ID column: it is copied to the clipboard. You can use it to document issues, for example.

Name: the name used to identify the organization.
Unique Identification: a unique identifier for the organization with a 35 character maximum limit.

Organization creation

General information step

When creating a new organization, you can specify the following general information:

Name: the specific name of the new organization is required. The name will be displayed on the platform navbar and used in email communications.
Unique identification: a unique identifier for the organization is required.
Logo file: an optional logo for the organization. You can upload a file (120px/26px, Max file size: 100KB, Format: jpeg or png) to give an image to the organization in the platform and the email communications.
Parent organization: this option is available when creating a sub-organization under an existing parent organization. Select the required parent organization from the dropdown tree structure.
Timezone: a timezone of the organization to determine the display of time in the system is required.
Whitelisted IPs: to limit and control user access. It allows you to create lists of trusted IP addresses or IP ranges from which your users can access your organization.

Processing options step

You can specify some processing options for the organization to process transactions into the platform:

Select the authorized currencies:

Source currencies: origin currencies for the organization’s transactions.
Destination currencies: destination currencies for the organization’s transactions.

To choose more than one item in a list, keep the control key (Ctrl) depressed while clicking a new item in the list. You can also select all the items by clicking the All button.

Authorized operation types: the operations the organization can process.

The organization daily limits are calculated per network (WIRE and AFT). This means that the daily limit is configured separately for the WIRE network and the AFT network. To limit transactions sent by the organization, you specify the daily limits allowed for each network (WIRE or AFT):

Daily Limit Amount: the maximum total transaction amount that can be processed in a day by the organization.
Daily Limit Currency: the currency of the daily limit.
Daily Limit FX Type: the type of the FX (Static) used to calculate the daily limit for your organization.

SWIFT Test Mode: activate or deactivate the test mode for SWIFT. If you enable or disable the SWIFT Test Mode from your Level 1 Organization, the same setting will be shared to the children organizations (sub-organizations).

If Swift Test Mode is ON, holidays are not checked, lead days are not taken into account, and transactions with a future date are sent.

Email configuration step

You can specify some email configurations for the organization:

Email source: source displayed for emails generated by the platform.
Preferred language: used for the communication of your organization - it can be French or English.
Email header: lines or HTML to begin emails generated by the platform.
Email footer: lines or HTML-to-end emails generated by the platform.
Include the transaction and file URL & ID in email notifications: includes transaction or file URLs and platform-specific Identifiers - This information is valuable only for clients with UI access to the platform.

Review step

You can now press the Create button to create this new organization. It will appear in the list screen.