Network and Organizations
Some businesses are one organization. Others are a group of them — a franchise with branches, a holding company with subsidiaries, a brokerage with independent offices. KamoUniverse handles both.
What you'll find here
- Your Network and Its Branches — how organizations relate to each other, and what a parent organization can and can't see
- How to Create a New Organization — adding one to your network
- How to Browse and Switch Organizations — moving between them
What a network gives you
Separate organizations keep separate data. A branch's leads, documents and customers belong to that branch, not to the group. What the parent gets is oversight — a view across the network, shared settings where you want them shared, and the ability to set what a new branch starts with.
Before you create one
Creating an organization is quick; deciding what it should inherit is not. Its security model determines what its members can do and what its own parent may see, and that's much easier to set deliberately at the start than to unpick later. Security Models and Branch Types covers the choice.
