Changing Organizations

This section describes how to change organization information.

Editing Tentative Organization's Information

You can change the organization information.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Organization / user settings.

  6. On the organization/user setting screen, select an organization and click Details.

    Organization/user setting screen

  7. On the organization details screen, click Edit.

    Image of the edit action link

  8. On the "Edit organization details" screen, change the fields as necessary.

    For details, see the items for setting organizations.

  9. Confirm your settings and click Save.

Assigning Users to a Tentative Organization

You can assign users who do not belong to any organization or users who belong to other organization to the specified organization.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Organization / user settings.

  6. On the "Organization / user settings" screen, select an organization, and then click Change members.

    Image showing the link to change organization members

  7. On the membership information data screen, select the user who you want to assign to the organization, and then click Add.

    Image with selected users to add to an organization

  8. Click Save.

    Image showing the link to set membership of organization

Removing Users from Their Organizations

Remove users from the organization.
Users who do not belong to any organization will automatically be added to the Unassigned users.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Organization / user settings.

  6. On the organization/user setting screen, select the organization, select the check box of the user you want to remove from the organization, and click Remove.

    Image of selecting a user who you want to remove from the organization

  7. Click Yes on the screen to delete all users.