Organizations

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 '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.

• Defining Organizations

• Creating Users Under Organizations

Defining Organizations

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

To Create an Organization

1. Login to WebSynergy as Admin user.

2. Click 'Add Applications' from the welcome menu.

3. Click 'Add' against the 'Enterprise Admin' portlet.

4. Click 'Organizations'.

   All the existing organizations are listed.

5. Click 'Add' to add a new organization.

6. Specify the 'Name' and 'Type' for the organization. For an organization of type 'Location', also specify the 'Country' and 'Region'.

7. Click Save.

   You can specify the other attributes such as, address, phone number, email ID, and website.

8. Click 'Return to Full Page' to navigate back.

9. Click the 'Organizations' tab.

   You will find the just created organization in the list of all organizations.

To Create a Suborganization

1. Login to WebSynergy as Admin user.

2. Click 'Add Applications' from the welcome menu.

3. Click 'Add' against the 'Enterprise Admin' portlet.

4. Click 'Organizations'.

   All the existing organizations are listed.

5. Click 'Add' to add a new organization.

6. Specify the 'Name' and 'Type' for the organization. For an organization of type 'Location', also specify the 'Country' and 'Region'.

7. Click 'Select' to select a parent organization.

   The resultant window lists all the Organizations of type Regular.

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   Note –

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

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8. Select an organization to make it the parent organization.

   The organization being created becomes the suborganization of the parent organization.

9. Click Save.

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   Note –

   An alternative method for selecting a parent organization for an organization is by selecting Add Regular Organization or Add Location from the menu appearing on clicking the Actions button corresponding to an organization. If you want to select a Regular Organization as the parent organization, select Add Regular Organization from the menu. If you want to select an organization of type Location as the parent organization, select Add Location from the menu.

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Creating Users Under an Organizations

To be done.

To Create Users under an Organization

1. Login to WebSynergy as Admin user.

2. Click 'Add Applications' from the welcome menu.

3. Click 'Add' against the 'Enterprise Admin' portlet.

4. Click 'Organizations'.

   All the existing organizations are listed.

5. Click 'Actions' button corresponding to an organization.

6. 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. To change the organization for the user, or to assign the user to more organizations, click the Organizations link under User Information.

   Figure 4–6 Selecting an organization

   
   

   • Click 'Select' to select another organization for the user.

   • Click 'Remove' corresponding to an organization to remove user from the organization.

7. Click Save.

   The user is created.

8. Update the User Information, Identification, and other details of the organization.

9. Click Save.