To Create an Organization
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Click the Create new eB Objects icon
at the top of the Navigation pane.
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In the Add Objects list, click Organization.
The Create Organization form opens in the Content pane.
- If more than one scope exists in the community, set the scope in which to create the project.
- In the Code field, enter a unique code number to assign to the organization, or enter a numbering mask and click the ? icon to the right of the field to auto-generate the next available organization code in the community.
- Enter a name for the organization in the Name field.
- (Optional) Enter any remarks about the organization in the Remarks field.
- Set Status to Active.
-
Enter the name of a class to assign to this organization in the Class field.
This is an auto-complete field, allowing only classes that actually exist in the community to be entered.
- Under Options, select what you want to do after the object is created:
-
Click
Save.
