Add an Organization

PREREQUISITES:

  • The Organization security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

  • You must have at least one state set up in the State Setup panel. See State Setup in the PLL Admin Office Companion 23 Guide for more information.

  • You must have at least one zip code entered in the Zip Codes panel. See Zip Code Setup in the PLL Admin Office Companion 23 Guide for more information.

  • You must have at least one country code set up in the Country Setup panel. See Country Setup in the PLL Admin Office Companion 23 Guide for more information.
  1. From the home page, click PLL and click Organization Structure.
  2. On the Organizations panel, click Add New.

  1. In the New Organization section, enter a 10-character (maximum) name in the Organization Code field.
  2. Enter a brief explanation of the organization (no more than 40 characters) in the Description field.

IMPORTANT: While the Organization Code and Description fields are the only fields required to create a new organization, it is important to provide as much of the additional information as possible. These additional fields identify the user in charge of the organization, their contact information, and the organization's main contact information.

  1. Click Add.