Organization Types
Categorize organizations based on parameters such as the domain of operation, country of operation, etc, to make alert sharing easier.
Create Organization Types
You can create organization types to categorize organizations based on similarities and parameters such as the domain of operation, country of operation, etc, to make alert sharing easier.
Before you Start
You must have the View and Create/Update permissions for the Organization feature.
Steps
To create an organization type, do the following.
Navigate to Management > Settings > Member Settings > Organization > Organization Types and click Create.
Enter a name for the organization type. For example, Financial Institutions.
Make sure to activate the organization type using Active/Inactive and click Create.
Update Organization Types
You can update organization type details.
Before you Start
You must have the View and Create/Update permissions for the Organization feature.
Steps
To update an organization type, do the following.
Navigate to Management > Settings > Member Settings > Organization > Organization Types.
Hover on the details you want to update and click Edit.
Make the required changes and activate the organization type using Active/Inactive and click Update.
Manage Organization Types
You can perform the following activities on the listing page.
Click Refresh to refresh the organization type list.
Click Filter to search for organization types or filter them as per their status (Active, Inactive).