Edit an Organization

Administrators with permission for Allow Organization Maintenance in System Roles (Data Access Control > Role General Permissions) can edit organization properties from the Organization Maintenance page or via the Organization Data Loader. 

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 edit an organization

  1. Go to Manage Center > Users > Organization Maintenance
  2. In the Summary View, expand the organization hierarchy to locate the organization you want to edit. Right-click on the organization and select Edit from the action menu. In the Flat View, select Edit from the action menu to the left of the organization name. The Edit Organization page opens.
  3. Edit the organization properties for each section of the page, as required.
  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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