Adding a Child Organization

You can create a child organization to a parent or root organization. Any organization becomes a parent when a child organization is added to it. You can create a maximum six levels of parent and child organizations including the global organization.

You can also create template organization, which helps you to quickly and easily set up new organizations.

1. Click System on the left navigation pane.

2. There are 2 ways to get to the Organization structure page:

   • Click Organizations on the top navigation bar.

   or

   • Click Features on the top navigation bar. Then in the System Menu section, click Organizations.

   All the current available organizations are listed on the Organization structure page.

3. Click Add Child on the action bar.

4. In the Add Entry page, click to upload an image for the organization.

   For example, a company logo.

   In the Add Image dialog box, you can use your computer's camera to take a photograph or click From File to find and select an image on your computer. Click Save.

   Tip: The acceptable image formats are JPEG, GIF, BMP or PNG. The maximum file size of the image is 100MB.

5. Complete the details for the child organization.

   Other custom fields can be included, as needed.

   Field	Description
   Organization Information
   Organization Name	Enter a unique name for the child organization.
   Description	Enter extra details about the child organization.
   Template	Turn this toggle on to create a template organization.
   Region Settings
   Select an option	Leave as Default - to maintain the current settings. or Override - to make changes to the default settings.
   Timezone	Select the appropriate time zone for the organization from the drop-down list.
   Language	Select the appropriate language for the organization from the drop-down list.
   Calendar	Select the appropriate calendar for the organization from the drop-down list.
   Password Settings
   Select an option	Leave as Default - to maintain the current settings. or Override - to make changes to the default settings.
   Minimum Password Length	Enter a value for the minimum character length allowed for a password.
   Auto Log-Off (minutes)	Enter a time in minutes when a logged in user is automatically logged out.
   Require upper & lower characters	Turn on the toggle to include upper and lower characters in a password.
   Require special characters	Turn on the toggle to allow special characters in a password. For example, *.
   Require numbers	Turn on the toggle include numbers in a password.
   Password Expiry Time (days)	Turn on the toggle to let the password expire after the specified number of days. If a password is set to expire, users will have to reset their passwords at the appropriate time by entering their old and new passwords, guided by the organization's password requirements.
   Rule Sets
   Add Rule Set	Click to display the Rule Sets dialog box. Find and select a rule set to be used for this organization. Click Done.

6. Click Create.