Assign a User to an Organization

A user must belong to an organization in order to work with warranties.  Each user can belong to only one organization and is able to access only the warranties associated with that organization.

To assign a user to an organization, complete the following steps:

1. Go to User > Manage Users.

The Users screen opens. Show me

2. Use the filter drop-down list in the top-right of the screen to filter the search based on the site, team, or portfolio to which the user belongs.
3. Click the "Show All Users" link or use the search fields to search for the user.
4. In the results field, double-click the name of the user you want to assign to an organization.

 The User details screen opens. Show me

5. In the Status Information region, click the down arrow on the right side of the Organization field.
6. In the drop-down list that appears, select the organization you want to assign the user to.
7. Click Save.