Create an Organization

Organizations classify users as either internal or external (e.g., a creative agency). Associating users with the correct organization ensures they have the right permissions. Organization records are related to the Agency field on Material documents.

To create an organization:

1. Navigate to PromoMats Admin > Organizations, and click Create.

   

2. Enter the Name.

   

3. Enter the Status. Select inactive if the Organization should not be active after creation, which will prevent it from being selectable in document and user fields.

   

4. Click Save.