Adding an Organization

  1. Click on Infrastructure Operations, then click on Infrastructure view and Organization tab.
  2. On the Actions ribbon, click on Add Organization.
  3. Click on Organization Info, and enter the required information:
../../_images/Organization_Organization_Info.png

Organization Info tab

  • In Tenant box:

    • Organization Name - organization name in the system
    • Key - a unique ID associated with the organization (maximum 4 digits).
    • Identity Provider - select a local database or active directory the organization will be saved to.
    • Organization ID - a read-only field: it is generated automatically after you complete the set-up and close the dialog box.
  • In Business Contact Information box:

    • Street - street address for organization.
    • City - organization location city.
    • Country - select a local database for country where organization is located.
    • State/Province - select a local database for state/province where organization is located (if applicable, otherwise write down a region).
    • ZIP - organization location zip code for regular mail.
    • Company E-mail - organization contact e-mail address.
    • Office phone - organization contact phone number.
    • Mobile phone - organization contact mobile phone number.
  • In Branding box:
    • Logo - select a picture with organization logo (if any).
    • Motto - organization motto (if any).
  1. Click on Administrator Info, and enter the required information:
../../_images/Organization_Admin_Info.png

Administrator Info tab

  • In Administrator box:

    • First Name - administrator’s first name.
    • Last Name - administrator’s last name.
    • Notification email - the address that the account activation hyperlink will be sent to: you will need to click it and type in the organization administrator’s password (the hyperlink is valid for 48 hours).
    • User Name - the organization administrator’s user-name.
    • Password - provide password.
    • Confirm Password - confirm provided password.
  • In Address box:

    • Office phone - administrator’s contact phone number.
    • Mobile phone - administrator’s contact mobile phone number.
    • Street - administrator’s street address.
    • ZIP - administrator’s location zip code for regular mail.
    • City - administrator’s location city.
    • Country - select the local database for country where administrator is located.
    • State/Province - select the local database for state/province where administrator is located (if applicable, otherwise write down a region).
  1. Click on OK.