Organizations are hierarchical collections of Users. They are one of the two types of portal resources that can have pages. There is also a special type of Organization called a location, which can define where users are specifically located.
There are two kinds of Organizations:
Regular
Location
The organization of type Regular can have suborganizations, but an organization of type Location is not allowed to have suborganizations.
Let us consider the example of creating an organization called Admin Organization and a Suborganization called Admin Location.
This section outlines the procedure for Create an Organizationand Creating a Suborganization.
Login to WebSynergy as Admin user.
Click Add Applications and expand the Admin folder.
Click Add against the Enterprise Admin portlet.
Click on Organizations.
All the existing Organizations are listed.
Click Add Organization.
Specify the Name, Type, and Country for the Organization.
The Organization needs to be of type Regular.
Click Save.
You can specify the other attributes, such as email ID, Address, and website.
Click on Return to Full Page and navigate back to the Organizations tab.
You will find the just created organization in the list of Organizations.
Click on Add Organization button.
Specify the name of the organization and other details.
Make sure to select Location as the Type attribute.
Click Select to select the parent organization.
The resultant window lists all the Organizations of type Regular.
The system restricts creating a Location Organization without assigning a parent organization to it.
Select an Organization to make it the parent organization.
The selected Organization becomes the parent organization.
Click Save.
You can add other attributes such as phone number and address.
Click on Return to Full Page and navigate back to the Organizations tab.
To be done.
Click on the Actions button against the selected Organization.
We are selecting Admin Organization, as it is our example organization.
Select Add User from the menu.
Specify the name and other details for the user.
By default, the user is assigned to the same Organization.
Click Select to add the User to other Organizations.
Click on an Organization, to add the User to the Organization.
In our example, we are selecting Admin Location.
The user is added to the selected Organization.
Click Save.
You can specify a password, and can set Regular, Community, and Organization roles for the user.