Set up an Organisation Group

An organisation group is a group of organisations or companies that can be legally or logically grouped together, generally for reporting purposes.

An organisation can exist as a member of multiple organisation groups.

Security Note: You need the Allow organisation maintenance security right in the Organisations domain security rights group for this activity.

Activity Steps

1. Select the Organisations panel in the Solution Explorer.
2. Right-click the Organisation Groups node and select New » Organisation Group from the menu.
3. Update the name of the organisation group node if required.
4. Expand the Organisations node.
5. Drag each required organisation onto the Organisation Group node.
6. To reorder the organisations, right-click an organisation and select Move First, Move Up, Move Down or Move Last from the menu as required.
7. Click Save.