NOTE: Organization groups are created and managed by system administrators who are Client User Administrators (CUAs). Organization Group Administrators (OGAs) manage the process of adding users to organization groups but cannot create or manage the organization group.
- Select Records Management | Administration | Manage Organization Groups. The Manage Organization Groups screen opens. Existing organization groups are listed in alphanumeric order.
- Click the Create Organization Group button. The Organization Group wizard opens.
- Enter a name and description that identifies the organization group.
- Select the customers, divisions and departments that will make up this organization group:
- Click the checkbox to the left of the customer to select the entire customer. If the customer is division- and/ or department-enabled, all divisions and/or departments are also automatically selected.
- If the customer is division- and/ or department-enabled, click
to display the individual divisions and/or departments. Then select individual divisions and/or departments to include in the organization group.
- You are able to select both active and inactive organizations. Inactive organizations display in red.
- Click Confirm to move to the final step in the wizard and review all of the information for this organization group on a single screen.
- To change the customers, divisions or departments assigned to the organization group, click <Organization. You are returned to the previous screen. Make changes as necessary.
- When you have reviewed the organization group, click Finish. The organization group is created and you are returned to the Manage Organization Groups screen where the organization group is listed in alphanumeric order.
NOTE: Once you have created the organization group, you must assign users to the organization group. Use the multi-edit option to assign multiple users to an organization group at one time.
See Also