Create an Organization

Organizations are the entities connected with warranties.  If you are using warranties, you must first create organizations, then create the warranties for each organization and add users.

To create an organization, complete the following steps:

1. Click the User tab.
2. Select Organizations from the drop-down list that appears.

The Organization Search screen opens.

3. Click the Add New button.

The Organization screen opens. Show me

4. Enter a name for the organization in the Name field. This is the only required field.
5. You have the option of adding appropriate contact information related to the organization. After you have added users, the drop-down lists for Primary and Secondary contact are populated with the names of those users.
6. Select the appropriate contacts from those lists.
7. When you have finished, click Save.

You can now create warranties for this organization.