Adding Organization

CentraSite User's Guide : Organization Management : Managing Organizations through CentraSite Control : Adding Organization

Adding Organization

Pre-requisites:

To create a new organization, you must have the Manage Organizations permission in CentraSite.

To create a top-level organization, you must have the Manage Organizations permission at the system level.

To create a child organization, you must have the Manage Organizations permission on the organization's parent (or other antecedent).

By default, CentraSite contains the Default Organization. You use the following procedure to create other top-level organizations (that is, organizations that are siblings of the Default Organization).

When you add a new organization to CentraSite, CentraSite creates the new organization in the registry and populates the organization with a set of default objects (roles, users, policies, a folder in the supporting document library, and so on).

To add an organization

1. In CentraSite Control, go to Administration > Organizations.

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

2. Click Add Organization.

3. In the Organization Information panel, provide the required information for each of the displayed data fields:

In this field...

Do the following...

Name

Type a name for the new organization. An organization name can contain any character (including spaces).

Note:

The organization name does not need to be unique within the CentraSite registry. However, to reduce ambiguity, you should avoid giving the same name to multiple organizations.

Description

Optional. Type a description for the new organization. This description appears when a user displays the list of organizations on the CentraSite Control.

Administrator

Assign an administrator for this organization.

To assign an existing user to this position (that is, a user that is already defined within CentraSite), click Pick Existing and select the user from CentraSite's existing database.

To add a new user to CentraSite to serve in this position, click Create New and select the user from the external directory.

Web Page

Optional. Type the website URL of the organization.

4. In the Address Information tab, provide the required information for each of the displayed data fields:

In this panel...	Do the following...
Address	Optional. Provide the address information for the primary location of this organization.
Contact Information	Provide the contact information for the primary contact of this organization. a. Enable the Select Administrator as Primary Contact option if you want the individual specified in the Administrator field to serve as the organization's primary contact. —OR— Click Pick Existing or Create New to select a user from CentraSite's user database or from an external directory, respectively. b. Provide the phone and fax numbers for the primary contact. You can provide multiple phone and fax numbers.

5. To specify any custom properties (key-value pairs) for the organization, select the Object-Specific Properties tab, and specify the key-value pairs as follows:

a. Click Add Property.

b. In the Add Object-Specific Properties dialog box, type a keyword and value for the property. You can add multiple values for a single property.

The name of the property can consist of letters, numbers, and the underscore character (_). It cannot contain a space or other special characters.

You can optionally supply a namespace for the property.

c. Click OK.

6. Select the Attributes tab and specify the attributes as necessary.

Attributes that are marked with an asterisk (*) are required. You must specify all the required attributes.

Note:

You see the Attributes tab only if a user with administration permissions has added custom attributes to the Organization object type definition.

7. Click Save.

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