Create an organization

There are two ways to create an organization:

From the Organizations list
From an Organization Detail page.

Create an organization from the Organizations list
Create an organization from the Organization Detail page

Create an organization from the Organizations list

In the left hand menu, click Organizations.

In the toolbar, click the New button.

A blank organization detail page loads.

Set the organization’s Number. This number is unique across all organizations.

Set the organization’s Name. This name is also unique.

In the Parent select box, optionally choose the organization that this organization will belong to. Parent organizations can

Set the user’s First Name, Last Name and Email Address. The email address must be unique within an organization and its children.

Move across the tabs to set the organization’s facets.

In the toolbar, click the Save button. A confirmation appears.

You will be navigated back to the Organizations list.

Create an organization from the Organization Detail page

In the left hand menu, click Organizations.

Locate the organization to which the organization should be added. In the Actions column, click Edit. The Organization Detail page appears.

Click the Organizations tab.

Click the New button in the Organizations toolbar.

The Organization Detail page appears. If the incorrect organization is selected, it can be changed via the select box.

If an organization inherits its organizations list from a parent, then that organization will not be available for selection. Add the organization to a non-inheriting organization instead.