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Manage Organizations

Paige Freeman
  • Updated

From the User Summary, you can manage the Organizations and Organization Units associated with a user.

  1. Click the Organizations tab, and the  Manage Organizations screen displays a list of Organizations and Organization Units, as shown below..
  2. Select or deselect the checkbox to add or remove the user's access to each Organization and associated Organization Unit.
  3. Change  the user's default Organization and Organization Unit by selecting Mark as Default from the contextual menu. A checkmark is displayed next to the current default Organization and Organization Unit.
    The default organization cannot be unassigned. You must first change the default organization and then unassign the original default organization.
  4. Click Done.