Adding an Organization

You use the Organizations module to add organization profiles to your site and specify information for them, such as their identification and contact information, and the catalog set that you are making available to them. If you want to add an administrative contact or a receiver to an organization profile, you must first create the organization profile, and then create a user profile for the user who belongs to the organization. After you create a user profile for the user who belongs to the organization, you can add that user profile as an administrative contact or receiver to that organization profile.

To add an organization profile

To associate a user profile with an existing organization profile

To associate an organization profile with an existing user profile

To add an organization profile

1. In Users, click Organizations.

2. In the Organizations screen, click on the toolbar.

3. In the New Organization screen, in the General information section, do the following:

   Use this	To do this
   Name	Type the name of the organization. Organization names can be up to 53 alphanumeric characters long. The name can contain spaces.
   Trading partner number	Type the number of the organization or trading partner.
   Organization catalog set	From the drop-down list, select the catalog set you want the organization to have access to.

4. To save the organization profile and return to the Organizations screen, click on the toolbar.

The new organization profile is saved. You can now associate a user profile with this organization profile.

To associate a user profile with an existing organization profile

1. In Users, click Users.

2. In the Users screen, select the user profile you want to edit, and then click on the toolbar.

3. In the Update User: <user> screen, in the Account Info section, in the Organization Id box, click the ellipsis […] button to display the Select Organization dialog box.

4. In the Select Organization dialog box, do the following:

   Use this	To do this
   Choose the organization this user belongs to	Select the organization the user belongs to from the list.
   Name	Type the name of the organization (if it does not appear in the Choose the organization this user belongs to list), and then click Find Now. When the organization appears in the Choose the organization this user belongs to list, select the organization.

5. Click OK.

6. To save the new user profile and return to the Users screen, click on the toolbar.

The user profile is saved. You can now add this user profile to the organization profile as an administrative contact, receiver, or purchasing manager. You can only add user profiles to an organization profile that has been saved.

To associate an organization profile with an existing user profile

1. In Users, click Organizations.

2. In the Organizations screen, select the organization profile you want to associate user profiles with, and then click on the toolbar.

   Note

   • You can use the Find pane to find organization profiles by Name, Date last changed, or Date created. For information about finding an organization profile, see Finding an Organization.

3. In the Update Organization: <organization> screen, in the General information section, in the Administrative Contact box, click the ellipsis […] button to open the Select User dialog box.

4. In the Select User dialog box, do the following:

   Use this	To do this
   Choose an existing user	Select the name of the user you want to add as the administrative contact, and then click OK.
   Logon name	Type the name of the user you want to add as the administrative contact (if it does not appear in the Choose an existing user list), and then click Find Now. When the user appears in the Choose an existing user list, select the user.

5. Click OK.

6. In the General information section, in the Receiver box, click the ellipsis […] button to opent the Select User dialog box.

7. In the Select User dialog box, do the following:

   Use this	To do this
   Choose an existing user	Select the name of the user you want to add as the receiver, and then click OK.
   Logon name	Type the name of the user you want to add as the receiver (if it does not appear in the Choose an existing user list), and then click Find Now. When the user appears in the Choose an existing user list, select the user.

8. Click OK.

9. In the Purchasing section, in the Purchasing manager box, click the ellipsis […] button to open the Select User dialog box.

10. In the Select User dialog box, do the following:

    Use this	To do this
    Choose an existing user	Select the name of the user you want to add as the purchasing manager, and then click OK.
    Logon name	Type the name of the user you want to add as the purchasing manager (if it does not appear in the Choose an existing user list), and then click Find Now. When the user appears in the Choose an existing user list, select the user.

11. Click OK.

12. To save the organization and return to the Organizations screen, click on the toolbar.

The organization profile is saved with the administrative contact, receiver, and purchasing manager.

See Also

About Users

Editing an Organization

Finding an Organization

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