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Project WebSynergy Milestone 3 Administration Guide

Defining Organizations

This section outlines the procedure for Create an Organizationand Creating a Suborganization.

ProcedureTo create an Organizations

  1. Login to WebSynergy as Admin user.

  2. Click Add Applications and expand the Admin folder.

  3. Click Add against the Enterprise Admin portlet.

    Figure 3–17 Adding Enterprise Admin portlet to the portlet page

    Figure illustrating adding Enterprise Admin portlet to the portlet page

  4. Click on Organizations.

    All the existing Organizations are listed.

    Figure 3–18 Organizations (currently existing)

    The figure illustrating the currently existing Organizations.

  5. Click Add Organization.

  6. Specify the Name, Type, and Country for the Organization.

    The Organization needs to be of type Regular.

    Figure 3–19 Creating a new Organization

    Figure illustrating creating a new Organization

  7. Click Save.

    You can specify the other attributes, such as email ID, Address, and website.

    Figure 3–20 New Organization

    New Organization

  8. 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.

    Figure 3–21 Organizations (including the new)

    Organizations (including the new)

ProcedureTo create a Suborganization

  1. Click on Add Organization button.

  2. Specify the name of the organization and other details.

    Make sure to select Location as the Type attribute.

    Figure 3–22 Creating a Suborganization

    Figure illustrating creating a Suborganization

  3. Click Select to select the parent organization.

    Figure 3–23 Selecting a Parent Organization

    Figure illustrating selecting a Parent Organization

    The resultant window lists all the Organizations of type Regular.

    Note –

    The system restricts creating a Location Organization without assigning a parent organization to it.

  4. Select an Organization to make it the parent organization.

    The selected Organization becomes the parent organization.

    Figure 3–24 Suborganization with a Parent Organization

    Suborganization with a Parent Organization

  5. Click Save.

    You can add other attributes such as phone number and address.

    Figure 3–25 Organization particulars

    Organization particulars

  6. Click on Return to Full Page and navigate back to the Organizations tab.

    Figure 3–26 Organizations Tab (after adding the Suborganization)

    Organizations Tab (after adding the Suborganization)