Editing an Organization

When you are viewing an organization, there are three options within the Edit Parent ribbon group for modifying your organizations, they are:

  • Make me a Child
  • Make me a Peer
  • Remove the Parent
Make me a Child
  1. Within the Edit Parent ribbon group, click on the Make me a Child button.
  2. The Organization Information pane becomes available, click the Parent Name field to access a drop-down list and from the list select the name of the parent organization.
  3. Within the Actions ribbon group, click Save (to save and stay) to continue working with the organization, or click Save & Close (to save and exit) to return to the Organizations list.
Make me a Peer
  1. You will need to select an organization to make a peer to, within the Parent Name field in the Organization Information pane, click the drop-down arrow to select the peer.
  2. Within the Edit Parent ribbon group, click on the Make me a Peer button.
  3. Within the Actions ribbon group, click Save (to save and stay) to continue working with the organization, or click Save & Close (to save and exit) to return to the Organizations list.
  4. When you make the organization a peer nothing changes on the screen, the only change you will see if that in the organization list, the peer now appears next to the other organization divided by a ^.
Remove the Parent
  1. Within the Edit Parent ribbon group, click on the Remove the Parent button.
  2. All upper level organizations associations are removed and the selected organization is now a parent.
  3. Within the Actions ribbon group, click Save (to save and stay) to continue working with the organization, or click Save & Close (to save and exit) to return to the Organizations list.

Open Parent

When you are viewing any child or peer organization you can quickly open the parent organization.  Within the Other Actions ribbon group, click on the Open Parent button. The Parent Organization opens in an additional window.

Deleting an Organization

You can delete an organization if there are no associations within the database. If the organization has children those need to be deleted before the parent or higher levels can be deleted.  This goes for subscribers, accounts, sets, anything associated to the organization, all records need to be removed from the organization before you can delete.

  1. Click the Directory/Organization menu.
  2. Within the Navigation pane, click Organizations.
  3. Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. The Organization list opens, displaying all organizations. There are three ways you can delete an organization:
    • Highlight the Organization within the list, and on the toolbar directly above the Navigation pane, click the red X.
    • Highlight the Organization within the list, and within the Actions pane click the Delete Organization link.
    • Within the list, double-click the Organization name to open the General – Organization window. Within the Actions, ribbon group click the Delete button.
  1. With either of the options, once you click Delete a message box appears asking if you really want to delete the organization, click Yes to continue or No to cancel the operation.