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Link Organisations#

By default, organisations are not linked each other: each one does not know about the others on the instance.

Start managing links by opening the detailed view of an Organisation:

  • Open the Linked Organisation tab
  • Click on the button named Manage linked Organisations

For each other organisations, select:

  1. if you want the current Organisation be linked with it
  2. The types of link that should be created

3 types of links are available:

  • default: Cases created by the current Organisation will not be shared with the other one
  • supervised: Cases created by the current Organisation will be automatically shared with the other one, with the profile Analyst
  • notify: Cases created by the current Organisation will be automatically shared with the other one, with the profile Read-only