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This information is a part of Manage Organizations.


There are two methods of creating and editing organizations.

Option - Import a File

You can import an organization file to add new organizations or to update or replace existing organizations. This process is commonly done for additions or changes that involve multiple organizations as described in Import and Export Data.

Option - Enter Details Directly

You can enter organization details for a new organization or edit the details of an existing organization directly within the system.

  1. From Setup > Organizationsif you want to edit the details on one or more existing organization(s), search to find your organization(s) you want to edit, or click the down arrow next to the Search button and select show all results. Select the organization(s) you want to edit. If you want to create an organization, this step is unnecessary.

     Click here to view a screenshot...

  2. Open the task list and select Create / Edit Organizations and click Start.

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  3. If you are editing, select an organization from the list at the left of the page. Enter or make changes to the organization information and click Save. If you are creating, select Create Organization. Enter the organization information and click Create.

    • To see more detailed information about the organization, click Show Organization Details.
    • To see when changes were made to an organization and who made them, click Show Audit Trail.
     Click here to view screenshots...

    For more information, use these links:

Related Information

To view organization information, follow these steps:

  1. From Setup > Organizations, search to find the organization(s) you want to view or click the down arrow next to the Search button to reveal and select the Show All Results check box. 
  2. Click the information icon in the Organization Name column. If this column is not visible, click Manage Columns, select the check box for Organization Name, and click Apply.

     Click here to view a screenshot...


 

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