Viewing Details of an Organization

1. Click System on the left navigation pane.

2. There are two 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 and template organizations are listed on the Organization structure page.

3. Select a child organization or a template organization you wish to view the details of.

4. Click Details.

   When an organization is selected, the Edit and Details actions become available at the end of the organization entry in the list.

   The Organization structure page displays.

   When a template organization is selected, an additional Copy action is available to create new organizations from the template.

5. View the organization's details.

   You can also make changes to the organization, add a child organization, or copy template organization.

6. Click Organizations in the top navigation bar to return to all the organizations.

   or

   Click Cancel on the Organization structure page.

   or

   In the breadcrumb path at the bottom of the Organization structure page, click Global to return to all the organizations. You can also go to any parent organization, by clicking a listed organization in the breadcrumb path.