Emma 5 User Manual

3.2Organization Functions

Not all roles have permission to perform the following functions. If the option is not available in the drop-down list, then you do not have permission to perform the function.

Adding an Organization

To add an organization:

1. 
   Click the name of the organization under which you want to add the new organization. The name, description, affiliation, mailing address, and Point of Contact (POC) phone numbers of the selected organization will display on the right side of your screen.
   
2. 
   Select Add Organization from the drop-down list.
   

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3. 
   Click Go.
   
4. 
   The “Add Organization” screen opens. You are required to enter the following information:
   
   1. 
      Organization Name
      
   2. 
      Type of Organization – You may select from the drop-down list in this field
      
   3. 
      Organization Affiliation − You may select from the drop-down list in this field
      

Note: This drop-down is populated based on your selection in step 4b.

4. 
   Country − You may select from the drop-down list in this field
   
5. 
   Street Address Line 1
   
6. 
   City
   
7. 
   State − You may select from the drop-down list in this field. Note that, depending on the country selected in step 4d, this field may or may not be required.
   
8. 
   ZIP Code – Note that, depending on the country selected in step 4d, this field may or may not be required.
   

9. 
   Primary Area Code
   
10. 
    Primary Number
    

Note: On the “Add Organization” screen, there are additional optional fields if you would like more detailed information stored for your organization.

5. 
   Once you have filled in the above information, click Submit.
   

Viewing an Organization

To view the details of an organization as well as a list of users and their roles within that organization:

1. 
   Click the name of the organization that you want to view.
   
2. 
   Select View Organization Summary from the drop-down list.
   

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3. 
   Click Go. The “Organization Summary” screen opens.
   

The icon represents a surrogate user. The icon represents a user whose account is currently locked. An account will become locked after an application-specified period of inactivity. See section for instructions on how to unlock a user.

4. 
   By default, the users within an organization are expanded. If you would like to view expanded details of an organization, click “+” next to the name of the organization.
   

Updating an Organization

To update an organization that you are in or that was created directly beneath your organization in the hierarchy:

1. 
   Click the name of the organization you would like to update.
   

Select Edit Organization from the drop-down list.(400698)

2. 
   Click Go. The “Edit Organization” screen opens.
   

Note: From this screen, you can update information for the selected organization.

3. 
   When you are finished updating your organization, click Submit.
   

Removing an Organization

If there are sub-organizations that have been created within the organization that you would like to remove, you will not see an option to remove the organization.

To remove an organization directly beneath your organization:

1. 
   Click the name of the organization that you would like to remove.
   
2. 
   Select Remove Organization from the drop-down list.
   

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3. 
   Click Go.
   

Note: When you remove an organization, all users who are provisioned in that organization will be removed.

4. 
   Confirm that you want to remove the organization. Click OK.