Child organizations operate under the umbrella of a parent organization. One parent manages all child organizations and data within each respective org. At i360, you may also hear these referred to as Enterprise accounts. Common parent/child set-ups include:
Political Organization
Parent: STATE HOUSE CAUCUS
Children: HD 1, HD 2, HD 3, etc.
Benefits: Limit most user access to specific organizations and geography; keep better tabs on district-by-district activity
Consultant
Parent: CONSULTING, LLC
Children: LOCAL CANDIDATE, STATE HOUSE RACE, BALLOT INITIATIVE, ETC.
Benefits: Allow your clients to operate independently and build up a database in the process
Non-Profit
Parent: NON-PROFIT ORGANIZATION
Children: NPO FOUNDATION, NPO ACTION, ETC.
Benefits: Make it easier to manage a nationwide organizations; operate c(3)s and c(4)s databases within compliance
Please reach out to your account manager if an Enterprise set-up makes sense for your organization.
Navigating Between Orgs
Users with access to multiple organizations will be able to navigate between them by clicking their initials in the top right of the screen. The drop-down will display all organizations available to them, including parent/child orgs and any other organization they have access to. Pay attention to the organization that you're in when you are conducting any actions.
Enterprise Branch Icon
Parent organizations have an icon in the top navigation bar that allows you to view shared records, surveys, and actions across all child orgs. To quickly review active and shared content, use this icon to select one or multiple orgs.
The icon will only appear on pages that have shared content, including:
Search
Contacts Management
Surveys
Actions and Events
Tag Admin
Please Note: The above pages will continue to filter results by child org until 'Unselect All' is clicked. If counts or results ever appear as low, please confirm that the branch icon is not filtered.
Enterprise Best Practices
A properly managed parent organization is often the key to setting child organizations up for success. A few ways to maximize your setup include:
Tags: We recommend creating tags in the parent, especially if they are intended to be used across multiple organizations. Even if tags are org-specific (ex., Candidate Name), we encourage you to create them in the parent and share them with the child (see 'Sharing' below). A well-thought-out tag structure is a general best practice to set any organization up for success.
Limiting User Access: Only trusted users should have access to parent organizations. Users who should only have access to specific child orgs should be created directly in the child org.
Surveys: Create your surveys in child orgs. Sharing a survey from parent to child will 'Copy' the survey. By creating the survey in the child directly, you can still use the branch icon to view it in the parent.
Sharing Between Organizations
Parent users have the ability to share individuals, tags, surveys, and actions. Items are only shared from parent to child (not child to parent), but child org data can be viewed from the parent through the branch icon.
Search (Share an Audience)
To share an audience from a parent to a child org, save the audience in Search (Basic, Advanced, or Map). The option to Share will become available in the bottom action bar. From here, share 'Criteria' or share 'People & Criteria'.
Share Criteria: The search you saved will become available in the child org you share with. If the search is retrieved in the child org, it will reflect the counts that exist in the child org. This setting does not share the records themselves with the child org.
Share People & Criteria: The search you created, as well as the individuals in the search, will be shared with the child organization.
Contacts Management (Share Individuals/Lists)
From Contacts > Management, users can share individual contact records, other users, volunteers, and lists with child organizations. You can also mark individuals as 'Private' from this tab.
'Share' is available from the bottom action bar without needing to save anything. Unless you select individual checkboxes, the counts that appear at the top of the screen will reflect the number of records that will be marked. We recommend filtering down your records using the 'Filter by' sidebar. To filter down users or volunteers, view the 'Contact Type' option.
Share Criteria: If a list has been saved in Contacts Management (Save > Static or Dynamic List), this option will appear. This will share the list criteria with the child org, but not the records themselves.
Share People: Share records with the child org. You'll be prompted to select the enterprise organizations you want to share with. You also have the option to attach a tag to this share action.
Unshare People: Individuals who are already shared with other organizations will have a branch icon next to their names. To see this icon appear, select the three dots in the top right corner and ensure that 'Enterprise' is checked. By 'Unsharing' people, this will remove individuals from the organizations to which they are shared (based on the ones you select).
Surveys (Copy Surveys)
From Field > Surveys, check the box next to any existing survey and refer to the bottom action bar to share the survey with a child org. Sharing a survey will copy a draft for you to edit in the child orgs. If you plan on using the same survey draft across all orgs, this is the recommended workflow. In general, creating the survey directly in the child org will still make it visible in the parent org through the branch icon.
Select the orgs you want to share the survey with and add a note. Click 'Share' to create a copy of the survey in the new org.
Tags (Sharing Tags)
Share tags from Admin > Tag Admin. Check the box next to each tag you'd like to share with a child org. Select Share > Share to give access to specific child orgs. From the three dots in the top right, make sure 'Enterprise' is selected. By clicking on the branch icon, you'll be able to see which organizations are shared.
Create Users Across Multiple Child Organizations
If a user (or volunteer) needs access to multiple child organizations, simply create them as a "new user" in each unique organization. As long as the name and email match, the accounts will connect and the user will be able to move freely between them. Please remember to share permissions and state access to each user, which can be done more quickly in the parent account (just navigate orgs using the drop-down on the contact profile). A guide for User Creation can be found here.
Help us keep up with articles!
Broken link or information out-of-date? Please let us know if an article needs work by submitting a note with link here.