Copying an Organization

You use the Organizations module to make copies of existing organization profiles. If you need to create a profile for an organization that shares properties with an existing organization profile, you can make a copy of the existing organization profile and then change that copy to make a new organization profile.

To copy an existing organization profile

1. In Users, click Organizations.
   
   
2. In the Organizations screen, select the organization profile you want to copy, and then and click on the toolbar.
   
   
3. In the New Organization: Copy <organization> properties screen, in the General information section, in the Name box, type a name for the new organization.
   
   
4. To save the new organization profile and return to the Organizations screen, click on the toolbar.

The new organization profile is saved. If you want to add a user as an administrative contact, receiver, or purchasing manager to this organization profile, you must first create the profile of the user who will be added to this organization, associate the user profile with this organization, and then edit the profile for this organization to add the user profile for the user who will be the administrative contact, receiver, or purchasing manager.

See Also

About Users

Adding an Organization

Editing an Organization

Deleting an Organization

Finding an Organization