Making Changes to the Root Organization

You can make changes to the root organization in your system, if needed.

Users of a child organization are not able to make changes to a parent or root organization, unless they are also users of the parent or root organization.

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 Edit Root on the action bar.

4. In the Edit Organization 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. Change the details for the organization, as needed.

   Field	Description
   Organization Information
   Organization Name	Enter a unique name for the organization.
   Description	Enter additional information about the 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	Toggle ON for a password to include upper and lower characters. Otherwise, leave toggled OFF.
   Require special characters	Toggle ON for a password to include special characters. For example, *. Otherwise, leave toggled OFF.
   Require numbers	Toggle ON for a password to include numbers. Otherwise, leave toggled OFF.
   Show Credential PIN	Toggle ON to provide an option to view PIN on the User page. By default, this option is turned OFF. If turned ON, administrators can see the PIN for their own level and lower level organisations.
   Password Expiry Time (days)	Toggle ON for a password to expire after the number of days entered. Otherwise leave toggled OFF, so that the password never expires.
   Rule Sets
   Add Rule Set	To add a rule set: Click to display the Rule Sets dialog box. Find and select a rule set to be used for this organization. Click Done. To remove a rule set: Click Delete. Click red x on selected rule set. Click End Delete.

6. Click Update.