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Inter-Enterprise interconnection

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Upstream and downstream interconnection

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For medium and large customers, YIDA is better adapted to the DingTalk organization interconnection system and provides an inter-enterprise interconnection solution for business digitization. Key points includeDingTalk Associated organizations(Now renamed to upper and lower level organizations), DingTalk the connection between upstream and downstream organizations is applicable to top-down functional organizations such as education and County, while upstream and downstream organizations are more suitable for enterprises.Inter-Enterprise interconnection scenarios.

What is DingTalk upstream and downstream organizations

Usage scenarios

Scenario

Customer pain points

Business docking between enterprises and internal and external collaboration

To connect with external organizations, you must first find the corresponding docking person. Only after one inquiry, contact information, adding friends, and pulling groups can the work be connected.

• No contact for half a month, no reply from the contact person, no answer to the phone; Finally, I contacted and said, "I left..."

• To whom the docking person is handed over, another question is asked.

• Is the docking person an employee of Company A? The sudden "Flying Order"......

• What level is the docking person? Is it the project person? Can he solve the problem?

• What type and level of partners are, and what cooperation policies and standards need to be communicated. Each time, we need to search for partner information data.

• For each new supplier, you must send a link to the supplier management system and set permissions.

• Where is the process of internal and external collaboration? You need to log on to the system to see that many processes are not supported by the system. The process is not transparent, and the progress is determined by repeated stalking inquiries.

• Because communication and cooperation are not timely and broken, the payment is slow, the problem has been checked for a long time, and the business is always delayed.

Solution: upstream and downstream organizations

Main scene: efficient collaboration with partners

  • Customer Group Analysis: Enterprises and stable business contacts, especially in the scenario of upstream and downstream industrial chains with enterprises as the core, need to establish a true and credible communication and cooperation carrier.
  • Solution: The Enterprise establishes upstream and downstream organizations, invites partners to join, and realizes authentic communication and collaboration in upstream and downstream organizations.

High-frequency business collaboration between organizations

  • Mostly used for: upstream and downstream cooperation, such as suppliers, distributors, service providers, external ecological employees, etc.
  • Communication and collaboration system of "enterprise-upstream and downstream industrial chain partners" based on Backbone Organizations
  • Long-term cooperation and continuous work guarantee

Core Competence

Upstream and downstream contactsUpstream and downstream Workbench

Upstream and downstream adaptation scenarios

Core adaptation scenarios

Picture Effect

Upgrade record

Release Date

Cover forms, processes, and to-do lists

Downstream members can submit processes and forms, and use the business collaboration of upstream backbone applications.

V1-2022.12.28

https://docs.aliwork.com/docs/yida_updates/wvh80a0nh19lkl4l#jrVSw

Overwrite report

Downstream members can view analysis reports of backbone applications

V2-2023.05.30

https://docs.aliwork.com/docs/yida_updates/hz3mfltpdu5z0mgn#IKYCl

Minor version optimization: supports uploading attachments and images downstream

Downstream organizations use applications distributed by upstream organizations to submit attachments such as images and files in the form.

v2.1-2023.10.12

https://docs.aliwork.com/docs/yida_updates/zz0gly218tifghop#G6HJm

Cover integrated automation and cool applications

Backbone YIDA cool should be distributed to downstream internal groups

V3-2023.12.12

2023.12.12 update-exclusive YIDA upgrade

Core effect

  • Trusted personnel identity-avoid non-active external docking personnel
  • Continuous collaboration-the contact person knows at the first time when he leaves, and there is handover at the first time
  • Permissions can be isolated-suppliers see supplier-related systems, distributors see distributor-related systems

Enter the application (only available for Certified Enterprises)

The administrator can find the enterprise to be operated in [mobile phone DingTalk] → [address book] → click manage → [Internet platform] → [upstream and downstream organizations]], or find the upstream and downstream organization application directly on the workbench. (How to activate administrator permissions)

Members who have joined the upstream and downstream organizations can enter the organization in [mobile phone DingTalk] → [address book]-[upstream and downstream organizations], or directly find the upstream and downstream organization application on the workbench

YIDA implement inter-enterprise interconnection based on upstream and downstream

YIDA applications are released to upstream and downstream organizations on DingTalk

1. Publish the application to the downstream workbench with one click

Applications built by upstream organizations are released to the downstream organization workbench with one click.

2. Unified upstream management, safe and reliable business

Functions such as business permissions, approval rules, and authorization lists are uniformly managed by upstream organizations to solve the difficulties in organization management and hidden dangers of information leakage of primary enterprises.

1. licence unified management

licence unifiedMain organizationPurchase and distribution.

Supported accountsAutomatic total

licence of authorized personnel in the primary and downstream organizations (up to 3) are clear at a glance.

  • Partner intelligence entry: select a specific department of the downstream organization and automatically authorize the entry. The Liberation administrator will manually manage and maintain it.
  • Partner intelligent resignation: If downstream members leave, Licence will be automatically removed.

2. Share business applications and grasp Business trends

Data changes are visible in real time on the main organization report screen.

Upstream organization:

  • Use the same as common applications. And support the selection of personnel across upstream and downstream organizations.

  • Filter the submitted person and automatically reveal the organization information of the person.

  • View data, data management, ETL, reports, and large screens from an overall perspective.

Downstream organizations:

The data management page (running state) is supported. If permissions are granted, you can view the basic details within the scope of permissions (report analysis is not supported in this period).


Primary organization Contact: Join the collaborative organization

If someone A in the backbone organization needs to cooperate with the personnel of the upstream and downstream organizations, he needs to add A to the upstream and downstream organizations.

In the downstream organization, all personnel in the current upstream and downstream organization can be selected when selecting business personnel.

3. Key information, timely reminder

Application release:

When the application is published to the downstream, the administrator will be reminded

Account number warning:

  • The downstream organization occupies YIDA Licence of the upstream organization's purchases.
  • When 80% is consumed, a smart reminder is sent to the primary administrator to avoid affecting the usage in the primary organization.

3. Use applications downstream, submit data, and participate in approval

Downstream organization workbench and suitable application Workbench

  • The application center of the downstream organization can see the applications released by the upstream organization.

  • Downstream organizations submit data quickly and participate in approval collaboration

Common FAQ

Q: How to calculate the number of licence people in the main organization and the downstream? Can you give an example?

A: For example, the picture shows licence in the main organization, consuming A total of 2000+200=2200 places and the remaining 800 places. If the downstream organization purchases YIDA independently, it can be used as a standard organization.

Main organization (main organization)

Downstream organization (original cooperation space, now upstream and downstream organization)

Total number: 10000 people in the address book (purchased the exclusive 3000-person version)

Total number: 1,000 people (200 people authorized by upstream as partners)

Main organization Workbench: 2000 members in the organization can use YIDA applications

Downstream organization Workbench: 200 people can use YIDA from upstream applications

Q: What YIDA scenarios do downstream personnel support?

Currently, downstream personnel can submit forms, process approval (single ordinary submission instead of batch submission), View reports, and trigger integrated automation and cool application message cards after submission, functions in other categories are not supported separately. Keep following product update logs for the latest feature upgrades.

Description:

Downstream organizations can see the applications released by the upstream organization and initiate the process. However, in the process of initiating the process instance (such as transfer, signing, etc.), only users in the same organization as the initiator can be selected.

For example, Upstream organization A and downstream organization B, where upstream application X is published to downstream organizations.

  • Scenario 1: User a is in downstream organization B. Then, when he can only initiate the process in the downstream organization B, and the users that can be selected during the flow process can only select the address book of organization B.
  • Scenario 2: User B is in both upstream and downstream organizations.
    • When he starts the process when he is in the upstream organization A, the selected B in the flow process can only select the address book of organization A.
    • When he starts the process when he is in the downstream organization B, the user B that can be selected during the flow process can only select the address book of organization B.

Q: What are upstream and downstream organizations? What problems are used to solve?

Upstream and downstream organizations are [external communication and collaboration platforms] that can connect enterprises and partners. They can quickly find people across enterprises and automatically quit their jobs, thus realizing information sharing and application connection among enterprises, achieve efficient and secure communication and collaboration in upstream and downstream organizations.

Q: What scenarios are applicable to upstream and downstream organizations?

Applicable to upstream and downstream cooperation relationships, such as suppliers, distributors, franchisees, human outsourcing management, external ecological employees, etc.

Q: What happens when you join an upstream and downstream organization?

Different organizations can set up shared contacts and use shared applications from upstream and downstream organizations.

Q: Are all upstream and downstream organizations required to be certified?

No certification organization is required, but the number of non-certification organizations and the number of organizations will be different from that of certification organizations.

Q: How many upstream and downstream organizations can an organization create? Is it free?

OneCertification OrganizationBy default, you can create10Free upstream and downstream organizations, each space can be added up3000 people,If you need to expand the capacity, you can contact our relevant support students.

Q: How many upstream and downstream organizations can an organization join?

5.

Q: How many organizations can an upstream and downstream organization invite to join?

800.

Q: How do I create an upstream and downstream organization?

The primary administrator of the authentication organization or the sub-administrator with the permissions of the upstream and downstream organizations can go to the DingTalk app: Organization Management-interconnection platform-upstream and downstream organizations to create. For more information, see the screenshot in the Operation Manual.

Upstream and downstream organizations

Request/create/initiate/manage

Operation path

1. Any master administrator

2. Sub-administrators with upstream and downstream organization permissions

The organization management path for initiating upstream and downstream organizations:DingTalk app-contacts-upstream and downstream organizations-a specific upstream and downstream organization-settings in the upper-right corner

Member organization management path:DingTalk app-contacts-Enterprise Management-upstream and downstream organizations-a specific upstream and downstream organization-upper-right corner settings

Q: Why can't ordinary members of an organization/enterprise create and manage upstream and downstream organizations?

Because the personnel of the upstream and downstream organizations need to access the address book of the entire organization, ordinary members or even sub-administrators cannot create and manage the upstream and downstream organizations. At the same time, the upstream and downstream organization is an official connection channel of the organization, which needs to be confirmed by the organization administrator, otherwise there will be security risks.

Q: How do I join an upstream and downstream organization?

After creating upstream and downstream organizations, the administrator can send the QR code or invitation link of the space to the organization that needs to join the space. After the primary administrator of these organizations applies for joining by scanning the code or opening the link, the application is reviewed by the administrator of the upstream and downstream organizations and can be added after it is passed. Note that when applying to join an upstream and downstream organization, you can set who or Department of the organization needs to join the space, or you can choose to join the entire organizational structure.

Q: How do people from upstream and downstream organizations synchronize?

Whether it is an organization that creates a space or an organization that applies to join a space, you can set which people or departments of the organization need to join the space, and then when the person or department enters or transfers, relevant changes are automatically synchronized to the upstream and downstream organizations.

Q: How long does it take to synchronize personnel or fields in upstream and downstream organizations?

Takes effect in real time.

Q: How to set the personnel visibility of upstream and downstream organizations?

Members of the primary organization that initiates the upstream and downstream organizations. By default, all member organizations that join the upstream and downstream organizations can be seen.

The default visible range of member organizations joining upstream and downstream organizations is only the organization. Administrators of upstream and downstream organizations can go to the associated organizations to set visibility for each organization joining upstream and downstream organizations;

Q: Can upstream and downstream organizations invite organizations to join in batches?

OK. Currently, there are APIs for bulk invitations for major customers. For more information, please contact the corresponding business or operation students.

Q: Do upstream and downstream organizations support self-built applications?

Supported. That is, log on to the developer background as the organization of the above downstream organization and create applications within the organization. (November, 2021: We will support the self-built application data communication between the primary organization and the upstream and downstream organizations in the future)

Q: How to add self-built applications to upstream and downstream organizations?

Go to the DingTalk developer background, scan the code, log on to the identity of the downstream organization above, and select Create Organization internal application to publish according to the process. The application will appear on the home page of the upstream and downstream organization, all members who join the upstream and downstream organizations can use it.

Q: Where is the entrance of upstream and downstream organizations?

If your organization has joined an upstream and downstream organization and you have joined the upstream and downstream organization, you can see the space under the contacts tab-upstream and downstream organization. If your organization has not joined the upstream and downstream organizations, you can go to the organization management-interconnection platform-upstream and downstream organizations.

Q: Can Administrators of upstream and downstream organizations manage departments and personnel of member organizations joining upstream and downstream organizations?

No, administrators of upstream and downstream organizations can only edit departments or directories of upstream and downstream organizations and place member organizations under different departments or directories.

Q: How do I exit the upstream and downstream organizations?

Users can exit upstream and downstream organizations through these two ways: 1. The administrator who creates an upstream and downstream organization can cancel the association of a member organization, thus enabling the entire member organization to exit the upstream and downstream organization; 2. The master administrator of a member organization can manage personnel associated with upstream and downstream organizations, thus enabling specific personnel or departments to exit upstream and downstream organizations.

Q: How to initiate a cooperative group?

From the home page of the upstream and downstream organizations-initiate a cooperative group chat to initiate a cooperative group.

Q: What are the characteristics of the Cooperative Group?

During group chat, the real identity of the person in the original organization will be displayed. If the person leaves the original organization, the upstream and downstream organizations and cooperation groups will automatically exit.

For more information about upstream and downstream DingTalk:

This doc is generated using machine translation. Any discrepancies or differences created in the translation are not binding and have no legal effect for compliance or enforcement purposes.
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