Organizations and organization groups

An organization provides a way of individualizing how an invoice is processed for that organization. Your project can contain multiple organizations, and the configuration of each organization can differ.

An organization group is a parameter that is applied to an organization. This parameter is then assigned to a user. Organization groups are important because this is how a user is given permissions to perform various tasks.

Multiple organizations can use the same organization group.

If an organization is assigned to a new organization group, the following resource groups are created automatically.

  • IPAResourceGroup_Validation_<OrgGroupID>

  • IPAResourceGroup_LPRCorrection_<OrgGroupID>

  • IPAResourceGroup_PIXCorrection_<OrgGroupID>

You can add or edit an organization using the Organizations settings. You can add or edit an organization group via the Settings > Invoice Processing > Global Settings > Organization Groups.