Add an Organization as a Child

Administrators with permission for Allow Organization Maintenance in System Roles (Data Access Control > Role General Permissions) can add an organization to the organization hierarchy anywhere under the ALL organization in the Organization Maintenance page. The initial Summary View shows an expandable tree-view of your organizations. You can toggle between the Summary View and a Flat View, which shows all of the organizations at once, with their level in the hierarchy indicated by a forward slash ( / ).  

To add an organization as a child of another organization

  1. Go to Manage Center > Users > Organization Maintenance.
  2. In the Summary View, right-click the parent organization and select Add Organization as Child from the context menu. In the Flat View, select Add Organization as Child from the action menu to the left of the organization name. The Create Organization page opens.
  3. Enter the organization information for each section of the page, as required. At a minimum, you must enter the Organization Code and Organization Name in order to save it. For more information, see Organization Properties Reference.
  4. Click Save.

Additional Information

Organization Properties Reference

About Organization Maintenance

 

Why does the help differ from what I see on the screen?

 

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