Skip over navigation
Documentation

Organization Records Management

Warning

This documentation refers to a previously released version of OroCRM. See the latest development version (current) or the latest LTS version (2.6).

An Organization record represents a real enterprise, business, firm, company or another organization, to which the users belong.

Create an Organization Record

Important

Creation of new organizations is only available in the Enterprise Edition.

In order to create an Organization record:

  1. Go to System → User Management → Organizations.
  2. Click the Create Organization button.
  3. Define the general details and the list of users for the organization created, and specify if it is a system organization:

The following fields must be defined

Name Description
Status

Current status of the organization.

Inactive or Active.

Name The name used to refer to the organization in the UI. This is the only mandatory field.

You can also add a text description of the organization.


../../../_images/organization_general.png

Users

Check/uncheck the HAS ORGANIZATION box, to assign/unassign a user to the organization.

Note

Please note that the “HAS ORGANIZATION” check-box defines if the user is assigned the organization role that you are editing/creating.

Additional

In the “Additional” section, you can define if the organization is a system organization.

View and Manage an Organization Record

In the enterprise edition, all the organizations available are displayed in the Organizations grid (System → User Management → Organizations).


../../../_images/organization_action.png

From the grid you can:

In the community edition, you can only edit the organization name and its description. To get to the edit page, go to System → User Management → Organizations.

Browse maintained versions:3.01.122.02.32.6

You will be redirected to [title]. Would you like to continue?

Yes No
sso for www.magecore.comsso for oroinc.desso for oroinc.frsso for marketplace.orocommerce.comsso for marketplace.orocrm.com
Back to top