Project WebSynergy Milestone 3 Administration Guide

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)