Documentation Index

Fetch the complete documentation index at: https://docs.coffeerms.com/llms.txt

Use this file to discover all available pages before exploring further.

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Organization Management Workflow

This workflow explains how admins add, edit, activate, and delete organizations inside the RMS.

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Add Organization

1. Click Add Organization
2. Enter Organization Name
3. Upload/select a logo
4. Click Save
5. New organization is added as Inactive by default

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Edit Organization

1. Click Edit next to the organization
2. Update the name or logo
3. Save changes
4. Updates reflect immediately across the system

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Activate Organization

Only one organization can be active at a time.

1. Toggle the Status to Active
2. Previous active organization automatically becomes Inactive
3. Dashboards & data switch to the newly active organization’s context

Active org controls:

• Dashboard data
• JD creation
• Campaigns
• User management
• Candidate data

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Deactivate Organization

1. Toggle status to Inactive
2. System requires another organization to be Active
3. Inactive organizations cannot be used for data entry

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Delete Organization

1. Click Delete
2. Confirm deletion
3. Organization is removed (if not active)

Restrictions:

• Active organization cannot be deleted
• Cannot delete if linked to critical system data (optional rule)

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Summary

Organization Management controls which company’s data the user is working with.
Admins can create multiple organizations but only one can be active.
Activation instantly switches the entire system’s context—users, jobs, campaigns, and dashboards.