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Info

Note: Changing organizations within the HCR platform is permission based.

There are several ways to change the organization to manage your lower organizations from the tree or the drop-down list.

Managing permissions as an administrator at any level of the organization

When you are situated at a higher level in the organization tree of HCR3.0, you have the possibility of accessing the organization at the lower level or creating yourself as a user with permissions in the organization below.

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Option 1 – Connecting using a cardthat you are in:

  • Selecting from the display boxes

  • Typing in the search box

  • Clicking on View Tree

  • Picking from the list of recent organizations

To change your organization, click in Change Organization from the left hand menu.

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Selecting from the Display Boxes

The first way to connect to an organization is to click on the card Display Box at the top of the dashboard. In doing so, the system will pick up the permissions that are set up for your user id under the organization selected. This means that, if you are an Branch admin at the Hockey Canada level, you will only have access to the rights associated with this role.

For example, if your lower organization rights do not permit updating a user’s permission, you will not be able to do it at that level.

Also, when selecting a lower organization, the system does not allow you to update your own rights.

Option 2 – Connecting by selecting an organization

The second option is to use the Select an Organization drop-down to manage an organization. By doing so, you will maintain the permissions with which you were logged in.. The organization and your role will be shown. If you have been granted additional permissions a symbol will be displayed in the top right of the box. When selecting from a display box, your rights permissions in HCR will be changed along with the organization to what is associated with this role.

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Typing in the Search Box

You can also change organizations by typing in the search bar, or by clicking on the dropdown. When changing organizations using this method, your role and permission level remain the same.

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Clicking on View Tree

Another way of changing your organization is by clicking on View Tree. When using this method, you can either expand each section and find the organization you want to select, or type in the name of the organization in the search bar. By clicking on Exact match, will help narrow your search. Once a match is found, your organization will be highlighted in yellow, click on it for the system to take you to that organization.

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Picking from the list of Recent Organizations

The final way to change an organization is to select from the Recent Organization list on the display page. The role that you accessed the organization will also be shown.

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