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Assigning an Org Unit to an Entity

This article outlines how to assign an Org Unit to an already created Entity

Assigning an Org Unit to an Entity

After completing the following steps, you will be able to assist users in updating an Entity in CMO by assigning to overarching Org Units. 

Prerequisites

Create an Entity

Administration Access

Finding the Entity

  • Begin with going to the Entity tab under Admin
  • Search or filter for the desired Entity
  • Click on the cog wheel of the Entity
  • Click Assign Entity to Org Unit

2017-10-24_ClientSuccessPortal_CreateEntity_3.png

Assigning the Org Unit

  • Select the relevant Org Unit(s), as seen in the example below
  • Click Select

2017-10-24_ClientSuccessPortal_CreateEntity_4.png

 

Video Demo

See link below for video demo

Assigning an Org Unit to an Entity

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