Adding users to organizations

Users may belong to more than one organization across your enterprise. You can manually add users to an organization, import a single user or multiple users from one organization to another, view users assigned to organizations, or modify the users of an organization.

  1. Select Administration > Security > Organizations.
  2. Select the organization to which to add the user(s), and then click the Users tab.
  3. Click Add Record.
  4. Specify this User Details information:
    User Group
    Specify the user group the user you are adding, belongs to.
    User ID
    Specify the user ID of the user you are adding.
    Default
    Click this check box to indicate this organization is the user's default organization.
  5. Optionally, specify requisition, invoice, purchase order and pick ticket approval limits for users.
  6. Click Submit.
Parent topic: Defining organizations
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