Add an Organization

PREREQUISITES: The Organization security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. You must have a country code, state, and zip code set up. See Country Setup for more information.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

1. From the home page, click Permitting then Organization Structure.
2. In the Organizations panel, click Add record.

3. In the New Organization section, enter a name of up to 10 characters in the Organization Code field.
4. Enter a brief explanation of the organization (up to 40 characters) in the Description field.
5. Complete the remaining fields with any available contact information, comments, and roles; while optional, these details help identify key contacts and streamline communication.
6. Click Add.