NOTE: Organisation groups are created and managed by system administrators who are Client User Administrators (CUAs). Organisation Group Administrators (OGAs) manage the process of providing access to organisation groups but cannot create the organisation group.
- Select Records Management| Administration | Manage Organisation Groups. The Manage Organisation Groups screen opens.
- Click the Action drop-down to the right of the organisation group that you wish to edit, and select Edit.
- The Organisations and History tab screens open with the Organisations tab in front.
- Edit the organisation group:
- Name
- Description
- Select/deselect customers, divisions or departments
- Click Save to save any changes and return to the Manage Organisation Groups screen.
See Also
