User Guide

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Adding an Organization Record

To add an organization record, select the business entity as Organization.

Click

New

, and then select

Organization

The data entry form for

New Organization

opens. A red line on a field indicates a required field.

Fill in the required fields and other fields as required.

If you want to add the customer as a portal user, enter values for the following fields:

Field	Description
Onboarding Status	Status of the customer organization you want to onboard.
Portal Association	Name of the portal to associate with the customer organization. After you save the record, you cannot change the associated portal for the user.

When you add the customer as a portal user, you must add at least one customer administrator user in the

Related Person

section.

If you want to add a related person record, perform the following tasks:

In the

Related Person

, click

Create Child Record

Type the first name and last name of the person.

In the

Relationship Type

box, select one of the following values:

Contact. Specifies the person as a contact for the organization.

Employee. Specifies the person as an employee of the organization.

If you are adding the person as a portal user, enter the values for the following fields:

Field	Description
Email	Email address of the user.
Portal User Role	User role that you want to assign to the portal user. You must add at least one customer administrator user.
Portal User Indicator	Indicates if you want to add the person as a portal user. Select this option.
Portal User Name	User name for the portal user. For example, the email address of the portal user.

Enter other values as required.

Click

Apply

Click

Save

By default, the record is saved as a draft, and you can later submit the record for approval. If you do not want to save the record as a draft, clear the

Draft

check box before you save the record.

If you are a user with an approver role, ensure that you clear the draft check box.

If your user role permits you to save data without a review,

Customer 360

saves the record as an active record. Otherwise,

Customer 360

saves the record as a pending record and initiates the review process associated with your role.

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Table of Contents

User Guide

User Guide

Adding an Organization Record

Adding an Organization Record