An Organization is a main company, a subdivision (Line
of Business of an Organization), or a third-party company that has
a contract with the main company. An Organization can have buckets,
Organization units, mobile workers, tools, or vehicle associations.
You can create, edit, or delete Organizations.
- Click .
The Organizations page appears.
- Click Add New.
The Add Organization dialog box appears.
-
Enter the name of the Organization or entity in the Name field.
Enter the names in the corresponding language fields for languages other than
English.
-
Enter a label for the Organization or entity in the Label
field.
This label will be used as the Organization identifier in APIs.
- Select the type of Organization from the Type drop-down list.
The Organization type can be in-house or contractor.
-
Click Submit.
The Organization is added to the list of Organizations.
Note: You can't add a new organization with the same label as an
existing one, even if such an organization is deleted.
Tip: After you add an Organization, you can:
- Edit an Organization: Click the Organization on the
Organizations page. The Edit
Organization dialog box appears. Edit as required and click
Submit.
- Delete an Organization: Click Remove on the
Organizations page. You can remove only those Organizations
that don't have mobile workers, tools, or vehicles assigned to them.