To capitalize on CentraSite's governance capability, you must plan and create your organization structure. Doing this involves the following high-level steps:
Create an organization and assign an administrator for the organization. For procedures, see Adding an Organization.
Create child organizations to represent different divisions or departments in your organization. For procedures, see Adding a Child Organization.
Create users for your organization. For procedures, see the topic Adding a User in the section About Users in the document Users, Groups, Roles and Permissions.
Create groups for your organization. For procedures, see the topic Creating Custom Groups in the section About Groups in the document Users, Groups, Roles and Permissions.
Assign roles to users and groups to specify the level of access they will have to various objects related to the organization. For procedures, see the section Assigning Roles to a User and Assigning Roles to a Group in the appropriate section About Users or About Groups in the document Users, Groups, Roles and Permissions.
Define taxonomies for organizing assets and classifying assets. For procedures, see the section Creating a Taxonomy in the document Taxonomies .
Create design/change-time policies for management of CentraSite objects such as organizations, users, taxonomies, lifecycle models, assets, policies and report templates. For information about creating policies, see the topic Adding a Design/Change Time Policy to CentraSite in the section Functional Scope in the document Working with Design/Change-Time Policies.
Create lifecycle models that define the states that make up the lifecycles of assets and other objects associated with your organizations. For procedures, see the document Customizing Lifecycle Management.
