Organization Details

Hover your cursor over an organization to view details and access functions.

Feature Descriptions
Details Organization details are entered when setting up an organization and can be changed by editing the organization.
Add an organization Hover your cursor over the organization and click the + ORG link to add an organization. Complete the organization information as described in the following sections.
Remove an organization Hover your cursor over the organization and click the REMOVE ORG link. Click YES to confirm the removal or NO to cancel the removal.

If the organization has child organizations, users, and/or contacts, a message displays listing the item(s). You must remove or unassociated the item with the organization before the organization can be deleted. Click OK

View users belonging to the organization To view users belonging to the organization, click the VIEW ORG USERS link. A list of users displays for the organization with a note indicating the results are filtered for the selected organization. Click the X button to remove the filter and display all users. Click ORGANIZATIONS in the left navigator to return to the organization.