Organizational Structure
Use the
Organizations page to display the client organization hierarchy, create a new client organization, and view and edit client organization information.
You must create and configure at least one organization, so that you have an organization to which you can assign users. Note that a user must be created before you can assign him or her to an organization.
A client is a single organization, such as a financial institution or other lending organization. Administrators with the proper permissions can view the complete client organization hierarchy under the client for a level in the client organization on the Organizations page.
- Covered Topics
- Creating a New Organization
Administrators with the proper permissions are able to create a root client organization (a client organization with no parent) and if required, child organizations under the root client organization. - Modifying Organizations
Administrators with the proper permissions can update organization details, contact details, CRA and business bureau configurations, and users associated with the client organization. - Deleting Organizations
Administrators with the proper permissions can delete a client organization only when there are no applications or child organizations associated with the client organization. - Activating or Deactivating Organizations
To activate or deactivate an organization, use the Activate or Deactivate button that appears near the top of the Organizations page.