Managing Organizations

Information

Depending on the use of your system, there can be many aspects to an Organization record. However, many aspects can only be added or maintained after an Organization has been added.

Additional Organizations, custom Site Titles and logos/embedded URLs, Service Contracts and Email Distribution Lists can only be added from the Edit Organization screen. Attachments and Site Colors can only be added from Organizations sub-menu. Issue Type/Subtype restrictions can only be added from the Edit Issue Type/Subtype screens after an Organization has been added. Please see the Issue Types section of this manual for more information.


Add an Organization

1

Navigate to Administration > Organizations > Add

2

Enter a Name for the new Organization and any other appropriate field value(s).

3

Click Save

The message Organization successfully added will display upon completion.

Edit an Organization

1

Navigate to Administration > Organizations.

2

Click edit next to the appropriate Organization from the Organization List displayed.

3

Edit the appropriate field value(s).

4

Click Update.

The message Organization successfully updated will display upon completion.

Delete an Organization

It is strongly recommended that organizations not be deleted to maintain data integrity within your system. Once deleted, any users or open issues related to an organization will be orphaned.

1

Navigate to Administration > Organizations.

2

Click del next to the appropriate organization from the Organizations List displaed.

3

Click OK when prompted with the Are you sure you want to delete this Organization? message.

The message Organization successfully deleted will display upon completion.


Applies To:

Issuetrak 9.9+