Set up an Organisation Category

Organisations must belong to an organisation category or sub-category.

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. Perform one of the following steps:
   1. To set up a top-level organisation category, right-click the Organisations node and select New » Organisation Category from the menu.
   2. To set up an organisation sub-category, right-click an organisation category and select New » Organisation Category from the menu.
3. Update the name of the organisation category node if required.
4. Click Save.