Creating New Organizations

To add an organization

Adding an organization consists of the following steps:
  1. Select a content source alias. Available content source aliases are based on the account selected. The System Administrator manages account and content source alias permissions.
  2. Select a line of business for the organization. Available lines of business are derived from Default Data artifacts stored within your content repository.
    Note: These content source selection and line of business selection control some of the data collection questions and options available with the Policy Details page.
  3. Specify an organization name. The system displays a message if you enter a duplicate name, and you will not be allowed to save until you edit the name to avoid duplication.
    Note:

    The following special characters are not allowed when naming the organization:

    • \
    • /
    • :
    • *
    • ?
    • <
    • >
    • |
    • &
    • ' (straight)
    • " (straight)
    • ‘ or ’ (smart)
    • “ or ” (smart)
  4. Click Add to create the organization or click Cancel to discontinue creating the organization.
Note: The availability of content source alias and line of business is predetermined when your organization defines, develops, and deploys the Expere Knowledge Base content. This is often completed with the assistance of Professional Services.