Creating an organization

You can create both owner organizations and partner organizations.

Before you begin

You also can import an organization as a resource from another installation of B2B Advanced Communications. For more information, see Resource commands.

Before you create the organization, you must have several pieces of information, including an organization name and description. Read through the procedure to see what information you might need to complete the procedure.

About this task

You must have Master Account Administrator permissions to complete this task.

Procedure

To create an organization, complete the following steps:

Log in to B2B Advanced Communications as the Master Account Administrator.
Click Organizations > New.
Enter the organization name.
Select the organization type:
- Owner
- Trading partner
Optional: Enter the organization description.
Optional: Enter any of the demographic and contact information that you want to specify for this organization:
Contact Information: Location
- Address
- City
- Country or region
- State or province
- Postal code
Contact Information: Communication
- Phone number
- Extension
- Fax number
- Email
- Website
Contact Information: Contact Persons
To add a contact:
1. Click Add Contact
2. Enter the contact information:
  - Full name
  - Phone number
  - Extension
  - Time Zone
  - Email
  - Notes
3. If the person is the primary contact, select Make Primary Contact.
4. Click Save.
Repeat these steps for any additional contacts that you want to add to the organization.
Click Save.