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Add an Organization

This procedure describes how to add and configure an organization.  

Accessing Organization Management

To access Portal Management, do one of the following:

  • Click Portal Management in the Interaction Web Portal footer.

  • Click Open from the Portal Management portlet.

Add and Configure an Organization

To add a new organization and specify its settings:

  1. Click Add Organization.

The Add organization dialog box appears.

  1. In the Organization Name box, specify a unique name for the organization.

  2. In the Server box, select the name of the organization's CIC server. Note that you can change the associated server later on the Information tab.

  3. Choose OK.

The new organization name appears in the Organizations list and you are ready to start configuring its settings.

  1. On the Information tab, enter the organization's address, phone, and email information.

  2. Click Change if necessary, to change the organization's CIC server.

  3. Under Workgroup Assignment, select one or more workgroups from the Available Workgroups list and click Add >> to assign those workgroups to the organization. Note that the other tabs are not available until you assign a workgroup.

  4. Click one of the following links to continue the configuration:

  1. Click Save to save the organization.