When you create an organization, you specify values for the set of profile properties defined for the organization in your system. A default set of properties is provided with the Business Control Center. If these properties do not meet your business requirements, you can extend the profile (specifically, the organization item descriptor in the profile repository) to include different or additional properties. For information on how to do this, refer to Working with the Dynamo User Directory in the ATG Personalization Programming Guide. This step is optional.
To create an organization, complete the following steps:
Display the Home page.
Expand the Personalization item and select the appropriate Users option. Caution: If you choose External Users, be aware that you will be viewing live profiles on your production server.
From the Show menu, select Organizations (or Organizations and Roles).
In the left pane, select the position in the hierarchy where you want the new organization to be located (the parent organization). All organizations must be located under the root organization, either directly under it or below another organization that is a child of the root. Note: To select a parent organization, click its name, not the checkbox next to it. The selection is indicated by blue highlighting.
Click the Create New icon and select Organization.
In the General tab, fill in all required properties, which are shown with an asterisk. By default, the Name property is required. Organization names can include spaces.
Click Create. The new organization is added to the selected profile repository and appears in the list on the left. (You may have to refresh the browser window or expand the appropriate folder to see it.)
Note: If you did not select a parent organization in step 4, an error message appears when you click Create. Use the Select Parent button to choose a parent organization.
Use the Auto-Applied Roles tab to associate this organization with specific global or organization roles. Users who are members of this organization automatically inherit these roles. Organizations that are children of this organization also inherit them. See Using the Auto-Applied Roles Tab for more information.
Use the Organizational Roles tab to associate this organization with specific organizational roles. Users who belong to this organization can optionally be assigned any of these roles. See Using the Organizational Roles Tab for more information.
Use the Members tab to assign users to this organization. You can also assign other organizations to it. See Using the Members Tab for more information.
Click Save when you have finished making your changes.
