Revenium Organizations

Organizational hierarchy in Revenium allows Subscribers to administer sources within their control and controls what data is available in reporting.

Organizations in Revenium support the configuration of parent and child organizations to allow for an n-tier hierarchy to align to your own business structure.

Note: Only Subscribers with the role of "Tenant Admin" can see the organizations page.

Switching Between Organizations

1. The data shown on all pages in the application depends on the current organization selected. You must be a member of an organization to see it as an option in the organizations list. Organizational membership for Subscribers can be managed on the Revenium Subscribers page.

2. To change the current organization at any time, click on the organization switch icon in the top right of the navigation bar.

3. After expanding this menu, the Organizations menu appears (Figure 3).

4. Click on any of the available organizations in the list to select it and the data displayed in the application will be updated.

Figure 3. Change Organization Menu

Adding Custom Metadata to Organization Records

You can use the custom-metadata section of the organizations menu to add any additional information that you need to be sync'd between Revenium and your external financial systems. As an example, you may wish to track a department ID or other internal data in Revenium. To do so, you would create a new metadata pair and then update this value manually or via our platform API to stay in sync with your own records.