Setting Up Organizations

This topic describes how to set up organizations.

To set up an organization

  1. Navigate to the Administration - Group screen, then the Organizations view.

    The Organizations view appears.

  2. In the form, add a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field

    Guideline

    Parent Organization

    If this organization is a suborganization, select the parent organization. This allows an organization to be associated with another organization.

    Partner Flag

    Used for Siebel Partner Relationship Manager. This is a read-only check box. When the box is checked, this indicates that the organization represents an external enterprise that is a partner of your company.

    Note: Partners are registered and promoted to organizations using the Approved Partners view in the Administration - Partner screen, as described in Developing and Deploying Siebel Business Applications.