Manage Organizations

Premium Feature Contacts procedure

You can manage your organization (either the default Unified Command Platform organization, or your specific organization) in Contacts.

To manage an organization

  1. Access Contacts.

  2. Click the Organizations tab.

  3. Select Default Unified Command Platform Organization, or use the filter to search for a specific organization. The panel opens.

  4. Do any of the following actions.

    Click History.

    You cannot modify this information.

    1. Click Basic Information

    2. Modify the fields, as needed.

    3. Click Save.

    1. Click Members.

    2. Search for the account.

    3. Do either of the following:

      • In the Organization Role filter, select the member's current organization role, and then click Apply.

      • Search for the member's account.

        Use the Advanced Search filter to quickly find accounts. See Advanced Search.

    4. Select the account row. The panel opens.

    5. Click View Full Profile.

    6. Click Membership. A list of organizations to which the member belongs is displayed.

    7. On the far right of the organization for which you want to change the role, select the new role from the list.

    8. Click Save. The new role is assigned to the member.

    1. On the panel, click the more icon More Icon .

    2. On the menu, select Delete.

    3. Confirm the action. The organization is deleted.

    Modify the hierarchy order of sub-organization groups on the Organization page (not in the panel).

    1. On the Organizations page, click the more icon More Icon at the end of the row containing the sub-organization you want to move.

    2. From the menu, select Move.

    3. On the Select Organization page, expand the Root menu.

    4. Select the new organization under which the sub-organization will be located.

    5. Click Select. The sub-organization moves to the new organization.

    See Add Members to an Organization.

    1. Click Members.

    2. Click the row for the account you want to remove.

    3. Above the list, in the Organization Status list, click Withdrawn. The member is removed from the organization.