If you are the organisation supervisor of the organisation account, you have permission to add and edit the information of the organisation. The organisation details show the funding bodies that have approved your application. You can apply for approval from additional authorities. Basic information of the organisation is mandatory, as well as payment information. You can decide whether the structure of the organisation will reflect the structure for signing and reporting, or not. There are also settings for automatic distribution of signing and reporting tasks.
The tab ORGANISATION ACCOUNT shows settings and commands for the organisation account.
The event log shows activities for the organisation account.
You can open the decision document from the authority that approved your application.
You can apply for approval from additional authorities.
Prisma automatically copies the details from the user who is the “Main supervisor” of the organisation account. Normally the “Main supervisor” is the same user who applies for the organisation account.
Various forms show depending on the payment account type, "Bank giro", "Postal giro" or "Bank account".
If you are the main supervisor, you can choose to mirror the structure of the organisation to the structure of the responsibility areas. The organisation structure copies to the signing responsibility area and the reporting responsibility area, if you choose to mirror the organisation structure.
Inactivated folders, and subfolders, also mirror to the responsibility areas. The inactivated folders, and subfolders, has a symbol of a padlock at the name. You cannot edit a folder, or a subfolder, with the symbol of a padlock.
If you want the tasks to distribute automatically, you must mirror the organisation structure to the responsibility areas.
Learn more on how you add users, for signing and reporting tasks, in Signing and Reporting.
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