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.
- Click the Action dropdown to the right of the organization group that you wish to edit, and select Edit.
- The Organizations and History tab screens open with the Organizations tab in front.
- Edit the organization group:
- Name
- Description
- Select/deselect customers, divisions or departments
- Click Save to save any changes and return to the Manage Organization Groups screen.
See Also