Create a Resource Organization

Create a resource organization for every manager in your sales organization, including the top manager, usually the CEO. Use the procedure in this topic if you want to create your resource organization hierarchy before you create users.

Alternatively, you can create resource organizations while you're creating manager users in the UI or when you import them. When you import users from a file, you can create the resource organizations automatically from the information you include in the file itself.

Creating the Resource Organization

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Internal Resource Organizations

2. On the Manage Internal Resource Organizations page, click the Create icon.

   The Create Organization: Select Creation Method page is displayed.

3. Select Option 2: Create New Organization, then click Next.

4. Enter the name of the resource organization in the Name field, for example, Vision Corp. This name is shown in the resource directory.

   Here are a few things to keep in mind when naming resource organizations:

   • Each resource organization name must be unique.

   • The names don't have to correspond to any formal organization in your enterprise. The names are there solely to create a resource directory.

   • Don't use the name of a manager as the organization name as you might want to reassign the organization to someone else later.

5. In the Organization Usages region, click the Add icon and select Sales Organization.

6. Click Finish.

   If you need to change the name of a resource organization at a later date, you can do so using the Manage Internal Resource Organizations task. For details, see the FAQ in this chapter: How can I change the name of the top resource organization and other resource organizations?