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.
- In the administration navigation pane, click Organizations.
- (Optional) In the search area field, enter search filter criteria and click Search.
- Select the organization to modify and click the Edit Organization icon for that row.
- Make the desired modifications to the organization information.
- To change the parent organization of a child organization, select the new parent organization from the Parent organization list.
- Click Save.