[Internal] Organizational Unit: Create a New One

[Internal] Organizational Unit: Create a New One

Introduction

This document provides step-by-step instructions for creating a new organizational unit in the Management Console. 

Create a New Organizational Unit

1) Log into the Management Console.

2) In Choose Organizational Unit click Create New.

3) The Create Organizational Unit screen appears.

4) In the Name textbox, enter the name of the organization as it appears in Zoho CRM Account Information.
5) In the Handle textbox, enter the handle listed in the CRM, which is typically the client's URL.
6) From the Parent Organization dropdown choose "none".
7) From the Industry dropdown choose Education or Corporate.
8) From the Package dropdown, choose the package type found on Zoho CRM Account Information.
9) Click in the Start Date box and a calendar pops up.

10) Select the Date of the New Client Order Form, found in the Client’s folder on the T-Drive.
11) Click Create. A "Save successful" notice should appear.


The next step is to create a theme for the new organization. To do that, click Create Theme and refer to step 5 of the support article New Theme: Create One in Management Console.

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