Federation – multi-sections

Kananas can be used for managing a federation or any multi-section structure, such as a multisport club.

Association management of federations and multi-entity structures
  • Definition of the organization’s hierarchy: you will enter your various entities in the form of a tree.
  • Confidentiality: you can assign a contact to an entity. When connected to the Backoffice, everything they create will automatically be assigned to their entity.
  • Display filter: when a user with Backoffice access logs in, they will only see information from their entity and “child” entities; this is known as a downward view: contacts, activities, products, finances. The only exception is at the product level because they can sell products that you have defined at a higher level but cannot modify them.

The membership form is enriched with an “entity” field that allows you to choose which entity you want to join.

Define Your Entities

To do this, use the “settings” menu, “my entities” tab.

Note: there is no limit to the number of sub-entities; for example, you can define a region level, then a sub-level of department, and finally a city level.

 
 

Assign to an organization