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Overview
In order to use the Client Organisation structure a Yellowfin Administrator will first have to enable it. Disabled by default, the following steps must be completed;
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A user may only ever log into one Org at a time. As part of the login process, Yellowfin checks which Orgs the user has access to. If they have access to a single Org, they will automatically be logged into that Org. If, however, they have access to multiple Orgs, they will be prompted to select an Org:
Note: if you wish to specify which Org the user logs into, this selection screen can be bypassed using a custom login page, or with web services.
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Content created at the Primary Organisation is shared to all clients, so a user logging into a particular client will be able to see any content created at that client, as well as any content created at the Primary Organisation.
See Content Management コンテンツ管理 for more information.
Securing Primary Org Content
It is possible to assign access permissions to content located in the Primary Org by securing the Content Categories it's stored in, based on Client Org User Groups.
See Primary Org Content Security for more information.
Configuration Options
The Configuration and Report Styles pages in Administration allow Yellowfin Administrators to set options that affect Functionality, System Parameters, and Default Style Settings. When a Client Organisation is created, all of these settings are copied from the Primary Organisation. An Administrator can then log in to the Client Org and customise the settings for the client. This allows each client to have different Regional Settings, Integration Options, and Styles.
Note: some Configuration options are only applicable to the Primary Organisation, and will not be shown when logged in to a client.
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These items are then displayed in the Standard Yellowfin Header as shown here: