To assign users to an organization, complete the steps below. Note: It is highly recommended that you perform this task in the Organizations window, as described, rather than in the Profile Repository window. See A Note about the Profile Repository Window for more information.
In the People and Organizations > Organizations window, select the organization to which you want to add a user.
Display the Members tab for this organization.
Click the Add Member button. The New Item dialog box appears. You can add an existing user to the organization or create a user and add him or her as a member of the organization.
To create a user in the repository, click the New Item button and enter the user’s profile information in the form that appears.
To add an existing user as a member of the organization, find the user in the repository by creating a query in the query field at the top of the window. You can select more than one member from the list that your query returns. Hold down the Control key while selecting the users you want to add, and click OK when you are ready to add the users to the organization.
The new member appears in the top half of the Members window. If you click the new member’s name, his or her profile appears in the bottom half of the window. Click the Roles tab to show a list of roles to which this user is assigned.
You can delete members of an organization by selecting them from the list of members and choosing File > Remove Members.
If your organizational structure includes several levels, refer to A Note about Displaying Organizational Inheritance for information on displaying the membership list for child and parent organizations.
