Modifying Organization Details

To modify organization details, you must have the Manage Organizations permission in CentraSite.

You modify an existing organization information using the Search Results page or the Organizations page in CentraSite Business UI.

The following general guidelines apply when modifying an existing organization information:

You cannot modify the name of the Default Organization (even if you have the default permissions associated with the CentraSite Administrator role).

You can change the Organization Administrator and the Primary Contact of an organization when required, however you cannot leave these positions unassigned.

You cannot change an organization's parent assignment (that is, you cannot move a child organization from one parent to another).

1. In CentraSite Business UI, display the list of organizations in one of the following ways:

Using the Typeahead Search. In the Search drop-down list, click Everything, and type the name of the organization in the search text box.

As you type the partial text, CentraSite returns the list of organizations that meet your search text.

Using the Browse functionality. Click the Browse link that is located in the upper-left corner of the menu bar.

1. In the Additional Search Criteria list, select Asset Types, and then click Choose. This opens the Choose Asset Types dialog box.

2. Click the chevron next to Everything option button. Then select the Organization check box and click OK.

This displays a list of defined organizations in the Search Results page.

Using the Organizations activity. In the CentraSite Business UI activity bar, click Organizations.

This displays a list of defined organizations in the Organizations page.

2. Click an organization whose details you want to modify.

This opens the Organization Details page. The details include:

The organization's basic information (organization's postal address, the web page URL, the name of the organization's administrator, the primary contact person, and a general description of the organization).

The immediate child organizations of this parent organization.

The users who belong to this organization.

The groups which belong to this organization.

The roles that belong to this organization.

Also, the actions bar displays the set of actions that are available for working with the displayed organization.

3. To modify the organization's details displayed in the Basic Information profile, click Edit.

4. Modify the values for the organization’s fields in the Organization Details page as required.

5. Click Save to update the organization information.