MTS Multi Organization — Installation Guide

System Requirements

Installation

Step 1 — Upload the Package

1. Log in to SuiteCRM as a super-admin (user ID 1).
2. Go to Admin → Module Loader.
3. Click Choose File, select MTS_Multi_Organization_Yearly_1.0.0.zip (or _Onetime_), then click Upload.
4. Click Install next to the uploaded package and follow the on-screen wizard.

Step 2 — Quick Repair

After installation completes:

1. Go to Admin → Repair → Quick Repair and Rebuild.
2. Scroll to the bottom and click Execute if any SQL differences are shown.
3. Go to Admin → Repair → Rebuild Extensions.

Step 3 — Verify

• Navigate to Admin. You should see an MTS Multi Organization section with three tiles: Enable Modules, Manage Companies, and License.
• Navigate to MTS_Company (Companies) in the navigation bar — the module should be visible.

Initial Configuration

Step 1 — Validate License

1. Go to Admin → MTS Multi Organization → License.
2. Paste your license key from the SuiteCRM Store (Account → Purchases → MTS Multi Organization).
3. Click Validate. A green success message confirms activation.

Step 2 — Activate the Plugin

1. Go to Admin → MTS Multi Organization → Enable Modules.
2. Toggle Activate MTS Company Manager to ON.
3. Select the Admin Users who can manage all companies (multi-select).
4. Click the module tiles to enable company isolation on the desired modules (e.g., Accounts, Contacts, Opportunities).
5. Click Save.

Step 3 — Create Companies

1. Go to Admin → MTS Multi Organization → Manage Companies (or navigate to the Companies module).
2. Click Create Company.
3. Fill in the company name and any relevant legal, banking, and contact details.
4. Save.

Step 4 — Assign Users to Companies

1. Open a Company record.
2. Scroll to the Users subpanel.
3. Click Select to add users to this company.

Step 5 — Configure Numbering (optional)

1. Go to Admin → MTS Multi Organization → Enable Modules, then click Numbering Rules.
2. Click Add Numbering Rule.
3. Select company, module, and target field.
4. Set the format pattern (e.g., {PREFIX}-{YYYY}-{N:5}), prefix, padding, and reset period.
5. Toggle Active and click Add Rule.

Verify Operation

1. Log in as a user assigned to a specific company.
2. Navigate to an enabled module (e.g., Accounts).
3. Confirm the list view shows only records for that company.
4. Create a new record — if numbering is configured, the target field should be auto-populated on save.

Uninstall

1. Go to Admin → Module Loader → Installed Packages.
2. Find MTS Multi Organization and click Uninstall.
3. When prompted about removing tables, choose Prompt to review, or Remove to delete all plugin data.
4. Run Quick Repair and Rebuild after uninstall.

Troubleshooting

• Website: mientrungsoft.com
• Email: anhnhatuit@gmail.com
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