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ORG-APP
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Relationship

How a unit relates to the one above it — part of your organization, a field office you run, a partner organization, a member body or an outside grantee — and what that means for its legal details, its books, its currency, its people's names, levies, grants, reports and the accounts it keeps, as they stand today.

Choose or change a unit's relationship

  1. On Hierarchy, press the relationship beside the unit's name, or Set relationship where none is chosen yet.
  2. Press Change relationship, or Choose a relationship.
  3. Press the card closest to the unit. The panel beside the cards says what it sets and who sees what.
  4. Not sure? Press Not sure? Answer four questions →, answer what you know, and press Use with the name it shows.
  5. Press Save relationship.

Then: The tab opens again on what is true now, and what the choice set is said once. A relationship writes one setting only: a Partner organization keeps its people's names inside it, so units above see counts and totals, never names. Everything else stays as it was, and each row says where it differs from the relationship and which page changes it. The choice is kept on the organization's audit trail, with who made it.

Rather not? Press Set each option yourself to choose only whether its people's names stay inside it, and leave everything else where it is set.

Who: An Owner or an Admin, or whoever may change units at the unit above it.

A charity's national office in Lusaka has a separately registered partner in Ndola that keeps its own books in ORG-APP and receives the office's grants. Grace opens Ndola's Relationship tab, presses Choose a relationship, presses Partner organization and Save relationship. Ndola's people's names now stay inside it, and the Grant reporting row says no report form is asked of it yet, with a link to Report forms.

See the unit as the unit above, an Owner, or the unit itself sees it

  1. Open the unit's Relationship tab.
  2. Under See it as, press the name of the unit above it, An Owner, or the unit's own name.
  3. Read each line: a filled one is open to them, a dashed one is not.

Then: Each line is worked out from the rules the app enforces, for a typical seat: a Finance officer seated at the unit above, an Owner or Admin, and a Finance officer seated at the unit itself. Under the unit above's view, how many seats above the unit hold See the books there today.

Put right a setting that differs from the relationship

  1. Read the shaded line under a row: it says what differs from the relationship.
  2. Press the Open link under it: People for who records its money, Levies for a levy schedule, Report forms for a work report, the Journal for grants, or Hierarchy for its currency and names.
  3. Change it there, and come back to the tab.

Then: The row reads what is true now. Nothing on this tab changes a setting by itself: each one keeps its own page and its own permission.

You open the tab of any unit you see on Hierarchy. A unit above it that Hierarchy does not show you is called the unit above, never by its name. Levies, grants and the accounts kept there show their figures only to whoever holds See the books at the unit, and a levy is named only to whoever reads the book of the unit that charges it: anybody else reads a levy from above, with its terms. Change relationship is for an Owner, an Admin, or whoever may change units at the unit above it. A volunteer seat sees nobody else's, and is offered Messages instead.