Configuration Packages – Organizations

A package can be limited to allow only certain organizations access. To allow only certain organizations access, click the Limit by Organization checkbox from the General screen. When granting access in the Organization Tree, lower levels inherit the access when you select a higher-level, so you will want to be sure to click the checkbox next to each lower level that should have package access.

Adding Organization Access to the Configuration Package

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package 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 click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, double-click the package to open the General – Configuration Package
  2. Within the Show ribbon group, click the Organizations The screen display two panes of information; the top pane displays the organization associated to the package. The lower pane displays the complete list of organizations currently established within your database.
  3. Within the Search Organization (lower pane), there are 6 columns of information:
    • Organization Name – displays the lowest level of the organization tree.
    • Organization Path – displays the complete path to the organization name. Each level is separated by >.
    • Account Number – displays the account number associated to the organization name.
    • TCO – displays the TCO Group associated to the organization
    • Organization Code – displays the organization code
    • Organization Abbreviation – displays the organization abbreviation
  1. To add an organization to a package, find the name within the list and double-click the row. The organization name displays in the Selected Organizations pane. The lowest level of the organization is listed first, after the two ~~ the complete path to the organization is displayed, each level is separated by a >.

! You can search for an organization within the Search Organization pane by typing in the name or portion of the name within the Search text box, once entered click the magnifying glass. Any record with the search characteristics displays within the pane.

  1. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the package, or click Save & Close (to save and exit) to return to the configuration package list.

Deleting Organization Access from a Configuration Package

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package 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 click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, double-click the package to open the General – Configuration Package
  2. Within the Show ribbon group, click the Organizations
  3. Within the Selected Organizations pane, right-click the Organization to delete. A small pop-up menu opens. Click
  4. Once you click Delete, a message box displays verifying that you really want to delete the Organization. Click Yes within the box to continue or No to cancel the operation.

Once selected, CAIRS draws a line through the name allowing you to delete multiple items at once.

  1. If you do not want to delete the Organization, right-click the record to access a pop-up menu, and click Undelete.
  2. Once you select Undelete, a message box displays verifying that you really want to undelete the selection. Click Yes within the box to continue or No to cancel the operation.
  3. Within the Actions ribbon group, click Save (to save and stay) r click Save & Close (to save and exit).