# Context Settings # Context Settings Overview ## Introduction See the [Finder](mks://localhost/en/user-manual/general/Finder "en/user-manual/general/Finder") how-to in order to get more information about Finder structure. ### Project Setup Video Tutorial ![Flash Animation](http://wiki.atollon.com/editor/ckeditor/core/images/spacer.gif?t=ABH04T8) ## General Folder Settings Folders are containers in first level of Finder. To edit Folder Types, go to Options & Tools > Context Settings Folders are formed by the following attributes:
Folder TypeThe basic definition of the Folder. Each Folder Type represents different behaviour (Fixed Type, Form, Status, Workflows, Filtering, Templates, Access, etc.) Folder Fixed Types are: Contact Folder or Simple Folder (both must be defined using MS Win admin interface at Settings > Account & Project > Account Types) Contact Folder (Contact Folder is container that holds any information connected with Contact Type (eg. Employee, Applicant, Client, Supplier, Partner, etc.) Simple Folder (Simple Folder is container that holds any information, without any particular system-based relations)
Folder TemplateMinimally one per Type. New folders are created based on Folder Templates. The Template defines at least initial Status, which must be set. In more advanced scenarios, Templates may define access rights of newly created folders and add different Forms to new folders.
Folder StatusThe Folder Status represents actual state of the component in relation to particular company / person or just a simple folder. Status is Custom & Fixed. Custom Status may be created by user (admin), Fixed Status is: "Initial, Active, Closed".
Folder RelationsFolder relations define relation to another Sub-folder in Finder, to Project created under the Folder and to completely different Folder Types. In order to start entering new relations, you must have other Project Templates, Folder Templates or Folder Types ready. Folder Type > Folder Template Folder Type > Project Template Folder Type > Folder Type
FormThere are two forms per Folder available - one based on Folder Type and another based on Folder Template. Both must be configured using MS Win admin interface. To set the Form per type, go to Settings > Account & Project > Account Types > select and edit the type > select or create new Form (see Forms Configuration section)
Folder NumberingEach Folder Type may be differently numbered. (See Numbering Configuration section)
## Project Folder Configuration ### Prerequisities Project Folder may be created only under General Folder based on General Folder's relations settings. In General Folder's relations settings, you should add the Project Folder Template, once you would like to create the Project Folder under the General Folder (Client, Partner, etc.). ### Project Folder Type Project Folder type may act in several business scenarios. Project Folders are used to track several kinds of projects. Some examples might be: #### Project Folder Base Types Project Folder Base Types are: Simple Project, Master Project & Slave Project. ##### Simple Project Folders Examples - Sales Opportunity - Implementation (of information system?) - Consulting - Support - Services, ... ##### Master Project Folders Examples - Campaign - Vacancy - PR Activity - Training Services ##### Slave Project Folder Examples - Campaign Member (for Campaign) - Selection Procedure (for Vacancy) - Target Editor (for PR Activity) - Student (for Training Services) ### Project Folder Templates In order to create new Project Folder, you must have at least one Project Folder Template, which indicates (at least) initial Status. Optionally it can indicate also default Provider & Customer (for Billing). MS Windows administration client includes some other options as well, for instance Default Price List setting, custom Access Rights setting & more. ### Project Folder Status You can define your own set of Project Folder States, incl. its color in Finder, priority indicating it's sort order. Fixed Status indicate the Finder's Base Statuses: Initial / Active / Closed, and therefore as well the visibility of such a Project Folder in Finder. ### Project Folder Relations This option provides you the possibility to allow one or more Activity or Milestone Folders to be created under the Project Folder. Activity Folder Template should be assigned to the Project Folder Type. Each Activity Folder may be created automatically, when the Project Folder is created. In order to allow auto-creation of Activity Folder under Project Folder, you should select "Create" flag in Project Folder Relations next to each Activity Folder. ### Project Forms Project Forms are customizable panels containing several form components, incl. Tabs, Edit Fields (numeric, text, integer), Checkboxes, Combo Fields, Memo Fields, ListBoxes, etc.). #### Project Form by Type MS Windows admin interface allows you to set one global form to be set on Project Folder Type. #### Project Form by Template MS Windows admin interface allows you to set one custom form to be set on Project Folder Template. ### Project Folder Numbering MS Windows admin interface allows you to set Numbering for the Project Folder Type. By applying Numbering to Project Type, new number is automatically added to each Project Folder created in Atollon (Job Numbering for advertising agencies). ### Project Folder Roles In MS Windows admin client, you can set list of Project Roles that are allowed for Project Folder Type. ### Project Folder Dimensions Settings Project Folder Type may set whether Dimension 1, 2, 3 is optional, required or silent (assigned automatically). # Folder Type Settings This manual will show you how to create new Contact Folder Type ### General Folder is key placeholder for any data in Atollon (root) context. We usually use folders to store data about client (contact folder). Some implementations may utilise folder as root entity in case of Product (asset folder) or Construction project (simple folder). ### Video Tutorial on Folder Types Settings ### Add New Folder Type
[![folder-type.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/folder-type.png)](https://help.atollon.com/uploads/images/gallery/2020-03/folder-type.png)
In web client Options & Tools > Context Settings you may add new Folder Type. Click on Folders section (top left) first and press Add button below. The newly created Folder Type is (by default) Contact Folder Type. It is possible to create different Folder Types (Simple Folder & Asset), these are customizable only using Atollon Win Client. ##### Foder System Types
**System type****Explanation**
Contact FolderFolder that is used to track all activities of any **contact** - **person** or **company**
UserContact folder that may also create user account in the system (this must be setup in Folder Template)
AssetFolder that tracks any activity regarding **Product**
SimpleJust a folder that may mean anything - it is used mainly to share documents and other company data
##### Folder Categories Folder categories are used to group various types of folders together. Some examples may be found in the table below:
**Folder category****Explanation**
All clientsAll folder types that may represent clients (Leads, Prospects, Clients, Customers, Partners, etc.)
SuppliersAll folder types that are available in invoicing on supplier side (Supplier, Partner, etc.)
Our OrganizationAll folder types that may be (in invoicing) on the side of provider (Our Organization)
...
##### Forms Custom form that is bound to Folder type should represent any data that are specific to given folder type (you may track something else when you deal with Leads, something else you will track with current Clients, etc. ##### Tracking Categories You may set whether tracking category (Teams, Product Categories, etc.) will be set on the Folder level (either optional or required). ##### Numbering You can set new Folder numbering. The Numbering settings will pre-define what number will the new Folder have. #### Folder States ##### Select or Create Folder States (Client Life Cycle)
[![folder-states.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/folder-states.png)](https://help.atollon.com/uploads/images/gallery/2020-03/folder-states.png)
You should drag & drop at least one of the **Available States** to **Assigned States**. Each state must be assinged to one of the "fixed" states: Initial, Active or Closed. Contacts in Closed state will (by default) not appear in Finder, they will be archived/filtered. ##### Conversion of folder types You may setup that once the folder changes it's status (for example **Lead** contact will become a **Client**), you may change the folder type (ie from **Lead** to **Client**). To do it, simply create new Folder status (ie "New client") and assign it to the folder, together with target Folder Template. Once your folder reaches desired status, it's type will change according to assigned **Folder Template**. #### Folder Templates ##### Create Contact Folder Type's Template In order to enable users creating new Folders, there must at least one Folder Template exist that is allowed to be created in Root. Folders may also be created under different folders (as sub-folders). In such case, you must set-up **Relations** of the parent folder type and allow sub-folder (by their Folder Templates).
[![folder-template.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/folder-template.png)](https://help.atollon.com/uploads/images/gallery/2020-03/folder-template.png)
There must be at least one Contact Folder Type's Template. Usually it's name may be the same as the Folder Type Name. When editing the Folder Template, you must select Initial Status. Check "Can Be Root" to enable this Folder Template to be used in root level of Finder. Check "Only One For Contact" to disallow creating several Folders of the same Type per one Contact. Set Dimension: This may be used to pre-set controlling variable of the Contact based on this Folder Template. ##### Additional Folder Template Attributes You will need to adjust the following additional attributes for Contact Folder Template: 1.) Go to menu: Settings > Account & Project > Account Templates 2.) Select & open newly created Contact Folder Type's Template 3.) Select Form (in Case you want a Custom Form to be used for each new Contact based on the same Template 4.) Select Contact type: Person or Company (select what contact will be created, when creating new Contact directly from Finder) 5.) User Template: select based on which User Template the user will be created (once the Person or Company should have access to your Atollon) 6.) New subject rights: Access Rights Customization (only if you want to customize Access Rights to all Contact Folders created based on this Contact Folder Template) #### Roles Folder types may have set-up internal or external roles. There are the following reasons to do this: 1. **Reporting** - you know, who's in charge for the client / lead / partner etc. 2. **Workflow** - you may assign tasks based on user roles assigned to folder type (lead / client / partner) etc. 3. **Access rights** - assigning user to role on folder means for example "Give sales representative permission to access client's details". ##### Roles as access rights You must pre-define access rights on Folder Temlate. This must be done BEFORE the folder is created. Access rights to roles must be present on the given folder before the user is assigned the role. (This is something we may consider to improve in the future and allow modification of role rights once the user is being assigned). #### Layout You must create or assign any existing Folder Layout (we call it Activity Panel). The Folder Layout may be assigned to various **layout (GUI) presets** (ie Professional, Standard, Core) which are then associated to **user profiles** (Manager, Sales Rep, Admin, etc.) #### Documents You may add one or more document or e-mail templates to create Client's profile, Applicant's or Employee's profile, etc. # Project Type Settings This guide will take you through creating new **Project Type**, the entity allowing you to track part of Business Processes. #### Video Tutorial on Project Types Settings #### Create new Project Type
[![project-type-settings.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/project-type-settings.png)](https://help.atollon.com/uploads/images/gallery/2020-03/project-type-settings.png)
Open Options & Tools and browse to Context Settings. here, select Projects & click Add button to add new Project Type. Then it is necessary to change the Name field from New Type to your desired Project Type Name. If the new Project Type is **Master Project**, you should check "Is Master Project Type". If the new Project Type is **Slave Project**, you should check "Is Master Project Required". Dimension Settings may add controlling variable to be optional or compulsory on the Project. #### Assign one or more Custom States Project custom states define project lifecycle from Initial, over In Progress to final Closed / Won / Lost.
[![project-type-states.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/project-type-states.png)](https://help.atollon.com/uploads/images/gallery/2020-03/project-type-states.png)
Drag & Drop records (Custom States) from Available States into Assigned States or vice-versa. This way you will set-up all the available Project states during it's life-cycle. #### Create Project Template
[![project-type-template.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/project-type-template.png)](https://help.atollon.com/uploads/images/gallery/2020-03/project-type-template.png)
The Project Template is necessary in order to create at least one Project. All projects are created based on Project Templates. It is necessary also to set the Initial Status. Without the status, Project would not be visible in Finder. Setting **Provider** helps to indicate, which entity (Account) will be set as Issuer on the Invoice generated in connection to the Project. Setting **Customer** helps to indicate, which entity (Account) will be set as payer of the Invoice generated in connection to the Project, that means who will pay for the services in connection to the Project. This option is not typically used, you should change the Customer on each project individually, only once it is different from the Client (expecting that you create the new Project on Client's Contact Folder). Setting **Journal** will indicate what numbering set will be used for New Invoice. #### Add Activities / Milestones
[![project-type-relations.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/project-type-relations.png)](https://help.atollon.com/uploads/images/gallery/2020-03/project-type-relations.png)
Relations Tab on Project Type detail is used to add one or more Activities / Milestones to be allowed for the Project. Activities and Project Milestones can further split Project into several phases, which may be solved and delivered individually. The reason for adding Activities / Milestones is mainly indicating partial status of each of the project deliveries. Activity may also hold all communication, tasks, time sheet, documents, custom form, etc. Just drag & drop one of the available Activity Templates here. If you set Create to Yes, the Activity will be created automatically. #### Allow Project to be created under Folder (of certain Type)
[![project-type-folder-relations.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/project-type-folder-relations.png)](https://help.atollon.com/uploads/images/gallery/2020-03/project-type-folder-relations.png)
#### Add Custom Form to Project Type or Project Template
In order to assign Custom Form to Project, you may assign it to Project Type or Project Template (both may be used at the same time). Custom Forms are administered using Atollon Win Client interface. Go to Settings > Account & Project > Account Types and follow the procedure:
1. Select the new Project Type 2. Press on Edit 3. Click on Form (...) field 4. Click / expand one of the Custom Form folders and press on New 5. Write the Custom Form Name (may be the same as the Project Type Name) 6. Press Ok 7. Select the newly created Custom Form 8. Press Ok 9. Save the Project Type settings
In order to design the Custom Form fields, you may return to Custom Forms administration and design the form. Go to Settings > Form > Form Admin. If you need to add / design new Custom Form also based on template, follow the same procedure as above, just edit the Project Template (not Project Type). #### Add automated Project Numbering
[![project-type-settings.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/project-type-settings.png)](https://help.atollon.com/uploads/images/gallery/2020-03/project-type-settings.png)
In order to let Atollon add unique number to your new Project, follow the procedure below:
1. Select the new Project Type 2. Press Edit 3. Click on Numbering (...) field 4. Press on New icon (to create new Numbering Settings) 5. Click on Serial (...) field 6. Press on New icon (to create new Serial Counter) 7. Write the descriptive name for Serial Counter ("Business Cases Serial" ... or there can be existing serial shared among more Project Types) 8. Set what event will cause reset of the Serial Counter (always last number used is remembered) 9. Press Ok 10. Select the newly created Serial Counter and press Ok 11. Add the Name, Number or digits in Serial field & write the Mask (ex.: "01"YYS will generate first number in 2011 year: 01110001) 12. Press Ok 13. Double click on newly created Numbering Settings 14. Save Project Type
## Access Rights #### Limit rights on project type Changing access rights on **project type** will influence **rights of users on projects of this type**. See the screenshot below, you may change rights to project type in Context > Project > select project type that you want to update. [![context-settings-project-type-rights.png](https://help.atollon.com/uploads/images/gallery/2024-02/scaled-1680-/context-settings-project-type-rights.png)](https://help.atollon.com/uploads/images/gallery/2024-02/context-settings-project-type-rights.png) #### Update project type rights Project type rights have 2 sections - above you can find link to parent tree node, from which rights are inherited. At this moment, you can only add new rights (not reduce, if they should be reduced). You can check what rights are defined (and inherited) following route using the key icon. If you want to reduce (not add) rights, you should remove the inheritance (press on red delete button). Before you save new rights, you should add group that will keep access to project type. You may keep group Administrators to have full rights. [![context-settings-project-type-rights-acl-details.png](https://help.atollon.com/uploads/images/gallery/2024-02/scaled-1680-/context-settings-project-type-rights-acl-details.png)](https://help.atollon.com/uploads/images/gallery/2024-02/context-settings-project-type-rights-acl-details.png) #### Create special group of users with access to project type If you want group of users have access to the project type, you may want to **create the access group** first. [![context-settings-project-type-rights-create-group.png](https://help.atollon.com/uploads/images/gallery/2024-02/scaled-1680-/context-settings-project-type-rights-create-group.png)](https://help.atollon.com/uploads/images/gallery/2024-02/context-settings-project-type-rights-create-group.png) #### Add user to group Users are added to the group by updating the **Access Groups** section in User settings. [![context-settings-project-type-rights-add-group-to-user.png](https://help.atollon.com/uploads/images/gallery/2024-02/scaled-1680-/context-settings-project-type-rights-add-group-to-user.png)](https://help.atollon.com/uploads/images/gallery/2024-02/context-settings-project-type-rights-add-group-to-user.png) #### Adjust project type rights If necessary, remove inheritance (top section). Add new groups that should have access to projects based on this project type. Administrators should have full rights, regular users might not have all rights (ie it is advised regular users are not able to delete (communication) from the project. [![context-settings-project-type-rights-results.png](https://help.atollon.com/uploads/images/gallery/2024-02/scaled-1680-/context-settings-project-type-rights-results.png)](https://help.atollon.com/uploads/images/gallery/2024-02/context-settings-project-type-rights-results.png) #### Adjust project template rights Repeat steps above to adjust also project template rights. Now the project template rights stand separately (are not inherited from project type). This may change in future Atollon releases. Until that is changed, you need to do this setting manually once again. [![context-settings-project-type-rights-template.png](https://help.atollon.com/uploads/images/gallery/2024-02/scaled-1680-/context-settings-project-type-rights-template.png)](https://help.atollon.com/uploads/images/gallery/2024-02/context-settings-project-type-rights-template.png) # Activity Type Settings ## New Activity Type This guide will show you how to create Activities. Activity is container used to track Project phases or customer requests, etc. Activity may store communication, tasks, time sheet records, documents and it is possible to assign Custom Form to Activity Type. #### Create new Activity Type
[![activity-type-new.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-type-new.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-type-new.png)
Go to Options & Tools > Context Settings to create new Activity Type.
1. Select Activity section 2. Click on Add button 3. Write in the Name of the Activity 4. Press on Apply
#### Add one or more Custom States to Activity Type
[![activity-type-states.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-type-states.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-type-states.png)
You can add one or more Custom States to Activity Type in order to track the Activity Status. #### Create new Activity Template
[![activity-type-template.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-type-template.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-type-template.png)
On Templates Tab, create at least one Activity Template. It is currently used only to set the Initial Status, but it needed to set-up Relations with Project Type properly and in order to create new Activity manually by users. #### Enable Sub-activities
[![activity-type-relations.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-type-relations.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-type-relations.png)
Decide on whether or not to allow creating Sub-activites under this newly created Activity Type. #### Allow creating the Activity under Project
[![activity-template-project-type-relation.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-template-project-type-relation.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-template-project-type-relation.png)
In order to be able to create new Activity under Project, you must assign Activity Template to Project Type. For example allow creating "Brief" Activity under "Project" Project Type. In this case, you can also click on Create option to create new Activity ("Brief") under new Project based on this Project Type.
1. Select Project section 2. Select the Project Type 3. Select Relations Tab 4. Under Activity Templates, drag & drop the Activity Template and click on Create checkbox, once you want this Activity to be created automatically when creating new Project
#### Assign Custom Form to Activity To add Custom Form fields to Activity Type, you must open Atollon Win administration client, go to Settings > Account & Project > Activity Types.
1. Select the Activity Type 2. Press on Edit 3. Click on Form (...) button 4. Click on Activities folder 5. Click on New Form button 6. Write Form's descriptive Name 7. Press Ok 8. Select the newly created Custom Form 9. Save Activity Type
Please note that it is not possible to assign Custom Form to Activity using Activity Template (which is possible for Projects and Folders). #### Add numbering to Activities Please follow similar procedure indicated when creating new Project Type. ## Activity Overview #### 1. Create Custom Form 1a. Open FormDesigner and create CustomForm: [![activity-form-formitem-design.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-form-formitem-design.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-form-formitem-design.png) 1b. Create and **copy** your DataItem name (From Value Name) #### 2. Setup Layout Designer 2a. Open ActivityPanel's Layout Designer and add ActivityOverview application: (1) [![activity-overview-formitem.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-overview-formitem.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-overview-formitem.png) 2b. Set "From Value Name" (2) - check **1b** step #### 3. Setup Custom Form 3a. Set CustomForm to your context (Context settings) 3b. (restart Lagoon maybe required) 3c. Try to set some values: [![activity-form-formitem-edit.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-form-formitem-edit.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-form-formitem-edit.png) #### 4. Show activity overview on project **[![activity-overview-activitypanel.png](https://help.atollon.com/uploads/images/gallery/2020-03/scaled-1680-/activity-overview-activitypanel.png)](https://help.atollon.com/uploads/images/gallery/2020-03/activity-overview-activitypanel.png)** # Layout Customization Tabs on Contact Folder Detail, Project Detail are customized using **Activity Panel Settings**. Due to high robustness and customization options, there are several steps that need to be done in order to fully customize Project's or Contact Types's Tabs. ## Set-up User Profiles There are some default User Profiles already set-up (such as: External User, Internal User, Manager). If you want to create new, go to web client: Options & Tools > Profiles and create the new User Profile (top left). New User Profiles may be for example: "Accountant, Finance Manager, Developer, Support Engineer, etc." ## Set-up Activity Panel Presets GUI (Graphical User Interface) sets are configured using Activity Panel Settings. User Profiles may share one Activity Panel Preset or there can be create one Activity Panel Preset for each individual User Profile (that means each User Profile will have it's own configuration of Tabs). To set-up new Activity Panel Presets, go to Options & Tools > Profiles. On top-rights, you can select preset: Activity Panel and add new records. There are already some existing, but you may add new, such as "GUI for Finance, GUI for Support, GUI for Production, etc.". Now you need to assign Activity Panel Presets to User Profiles. Let say define that User Profile "Developer" will be using "GUI for Production". ## Define New Activity Panel For each **Contact Folder Type** and **User Profile**, you may want to create new Activity Panel. If there is no need to set-up various User Profiles, you can (of course) create just one Activity Panel Setting and assign it to all Contact Types and store it in all Activity Panel Presets. To create new Activity Panel Setting go to Options & Tools > Activity Panel Settings. Add new here, put in some desctiptive name, such as "Prospect view for Finance", save. Once properly saved, you can select what Tabs will be displayed in this Activity Panel and save again. ## Match Activity Panel Setting & Preset You should add newly created Activity Panel to one or more Activity Panel Presets. For example add Activity Panel "Prospect view for Finance" to Contact Type "Prospect" and Activity Panel Preset called "GUI for Finance". # Context Categories Context Category is main building block for grouping similar types of Folder Types, Project Types and Activity Types. Internally called "FPATypeCategory". #### Options & Tools > FPA Type Categories [![fpatype-category-new.png](https://help.atollon.com/uploads/images/gallery/2020-04/scaled-1680-/fpatype-category-new.png)](https://help.atollon.com/uploads/images/gallery/2020-04/fpatype-category-new.png) **Name** = Context category name, example "Client" **Text ID** = representing pre-set string that should NOT be changed by users (such as com.atollon.project.fpatypecategory.organization representing all folder types that our "Our Organization") **Priority** = not important, but required (put any number) **System ID** = system type of the Folder / Project / Activity is required. Set any system type that matches your new category. # Multi-organization folder view
By default user can see only folders from organization where he is logged in. In case of viewing folders from organization A within another organization, he must switch back to organization A. To allow user to list folders from another organization without switching back and forth, he must have the Multiorganization View checked in user's setting.
To set this up go to: Settings > Users > select user and click Edit > button Advanced > tab Multiorganization View. There you can see two columns grid, where first column contains checkboxes and the second names of the organizations. If checkbox is checked, it means the folders from the organization will be listed wherever is the user logged in.
This setup doesn't take in consideration wrong consultant's setting. That means, for having this working properly, the organization's settings have to be shared almost entirely.
Scenario:
There are 3 organizations: A, B and C. User has only organization B checked in the Multiorganization View and he's currently assigned (logged in) to organization A.
- If user lists the folder there, he sees folders from organizations A and B. - If user switches to organization C, he will get folders from organizations B and C. - And if user switches to organization B, he will get folders only from organization B.