How to Edit an Organization [Step-by-step guide]

You can edit an Organization to manage its accounts, account users, warehouses, and organization users.

Use this document as a starting point to configure all required entities.

NOTE: If this is your first time working with organizations, we encourage you to refer to the following article before continuing: techOMS Organizational Structure migration [Information].

To edit an organization:

1. Deselect any currently selected account.

2. Click Organizations from the left menu under the System Configuration section.

3. Press View for the desired organization.

You can manage accounts, warehouses, and organizational users from here. Refer to the following articles to get started:

• How to Add Accounts to an Organization [Step-by-step guide]
• How to Add Users to an Account [Step-by-step guide]
• How to Add Warehouses to an Organization [Step-by-step guide]
• How to Add Users to an Organization [Step-by-step guide]