Administrators can choose to add an individual organization and its associated team members to Facilities Binders, or all organizations and their users at once.
You can add, edit, or delete an organization as well as update its users.
| Important: Any binders in the product can only be managed or shared by users who are entered as a team member of an organization. |
To add a new organization:
-
Select Settings > Organizations > Organizations. The Manage My Organizations page appears.
Note: Apply filters by clicking next to one of the column headers.
-
Click
. The Manage Organization page appears.
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Do any of the following:
a. Enter a Name.
b. Select an organization Type.
c. Enter the organization's street Address, City, State, and Zip code. - Click Save. The Manage My Organizations page appears.
- Next to the organization you created, click
to assign users to this organization.
To manage an organization:
- Select Settings > Organizations > Organizations. The Manage My Organizations page appears.
-
Next to the organization you want, do any of the following:
To... Then... Edit an organization a. Click . The Manage Organization page opens.
b. Make any desired changes.
c. Click Save.Manage users a. Click
. The manage users page appears.
b. Make any desired changes.c. Click Save.
Delete an organization
Note: You can only delete an organization that is not assigned to a user. a. Click . A confirmation appears.
b. Click OK.
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