[Internal] Child Handle: Create One

[Internal] Child Handle: Create One

Introduction
This guide provides step-by-step instructions for creating a child handle (sub org. unit) for a client. A child handle is usually created for specific departments within an organization which enables the client to specify which users have access to that handle. NOTE: only a client's admin can request a child handle.

Creating the Child Handle

1) Login to Management Console and click Create New.

2) The Create Organizational Unit page appears.

3) Enter the Name and Handle in the respective textboxes. See Child Handles: Naming Best Practices for guidelines.
4) From the Parent Organization dropdown, choose the client (i.e., parent) name.

5) Click Create.
6) Save Successful message appears.

7) There is an option to create a theme. To create a theme, see New Theme: Create One in Management Console. The same assets as the parent handle (parent org unit) will be used, unless the client provides anything different.

Add Admin to the Child Handle


NOTE: An admin needs to be added as the primary contact for this child handle. It's best to email the client to confirm who should be set up as the admin for this child handle.

 

8) To add an admin, see the Management Console: Add an Admin support guide.
9) Confirm that the admin of the child handle has been added as a contact in Zoho CRM. If not, you can add them as a contact. See CRM: Add a Contact.
10) If they are already a contact, enter the child handle in the department field for this contact in CRM.

11) Click the check button.
12) If single sign on (SSO) has been set up for the parent handle, create a case for SSO for the child handle. To see how to do that, see the Create a Case support guide.
13) Once everything is complete, email the client that the child handle has been created and who has been set up as admin. Inform the client, if necessary, that a request for SSO has been submitted to be set up for the child handle and provide SSO turnaround time. For turnaround times, refer to Turnaround Times: Best Practices for Setting Expectations support guide.