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Editing organization details

View and edit an existing organization's settings across all tabs.

View and edit the details of an organization, including branding, community settings, SubOrg definitions, and custom information fields.

Before you begin

  • Global administrators can view and edit the details of all current organizations. An administrator who is restricted to administering a single organization can only view and edit the details of that organization.

View and edit the details of an organization

  1. Open the Admin Tasks side-tab and click Manage Orgs.
  2. Use the Search box to filter the list of organizations.
    • Org ID – Org ID with which an organization was added.
    • Description – Enter any combination of letters and numbers to search for any administrators that contain that combination in the description.
  3. Double-click the org ID of the organization that you want to view or edit. Alternatively, select the org ID and either click View/Edit Details or right-click on the table and select View/Edit Details. The Organization Details dialog box opens. Use the tabs to view the settings currently specified for this organization.
  4. On the Organization tab, edit fields as necessary. Fields marked with an asterisk (*) are required.
  5. Click the Community tab and edit fields as necessary.
  6. Click the SubOrgs tab and edit fields as necessary.
  7. Click the More SubOrgs tab and edit fields as necessary.
  8. Click the Personal Info tab to optionally define eight configurable student-specific personal information columns. For example, you may want to list a cell phone number or emergency contact for a user.
  9. Click the Curriculum Info, Course Info, and Session Info tabs to optionally define custom information fields. For example, you may want to assign an account code to a curriculum for revenue tracking or assign a cost to a course to track the return on investment.
  10. Click Save if you made any changes. The changes are saved.

Organization tab fields

  • Org ID (required) – The ID for the organization.
  • Org Description (required) – A short description of the organization.
  • Maximum Number of Users – The total number of users that can register for curriculums and courses within an organization. Enter 0 if you have a license for an unlimited number of users.
  • Allow Self-Registration – Whether students can self-register. Enable this to allow new students to create their own student records in the organization. This enables the Access Code field. Use the Access Code field to specify the access code used to allow new students to self-register. A blank field indicates that all students are allowed to self-register.
  • Allow Student to Unenroll – Check this box to allow students the ability to self-unenroll from a course or curriculum.
  • Header Color – The hexadecimal color code of the header. A preview of the color is provided.
  • Side Menu Color – The hexadecimal color code of the side menu. A preview of the color is provided.
  • Organization Logo – The full address of a file containing your organization logo in JPG or gif format. The logo is displayed to the organization's students. If the logo resides on the Web, a full URL can be specified. To select a local file, click Upload to open the Upload window and click Browse. The recommended size is 210 x 56.
  • Organization Logo Icon – The full address of a file containing your organization logo icon in jpg or png format. The recommended size is 50 x 50. The logo is displayed to the organization's students. If the logo icon resides on the Web, a full URL can be specified. To select a local file, click Upload to open the Upload window and click Browse. For more information about using custom logos, see Using custom logos.

Note: If Allow Self-Registration is enabled, users will see the Create New User button on the Log In dialog box. If it is disabled, an administrator will need to set up and import all users. For details about adding users, see Viewing the user list.

Community tab fields

  • Chat Support – The level of chat capabilities allowed within the organization.
  • IM Support – The level of instant messenger capabilities allowed within the organization.
  • Discussion Board Support – The level of discussion board support allowed within the organization.
  • External Discussion Board URL – The Web address of the external discussion board.
  • Email Support – The level of email capabilities allowed within the organization.
  • Course/Session Email Restrictions – If No Org Level Email Allowed is set for Email Support, use this field to impose course and session email restrictions.
  • Allow Student to Student Email in the Discussion Board – Whether students in the organization are allowed to email each other in the discussion board.
  • Allow Email attachments – Whether users are allowed to attach files to emails.
  • News URL – The URL of the Website for content to be displayed on the News tab for the organization.

SubOrgs tab fields

  • Allow SubOrg Dependencies – Whether the sub-org attributes have dependencies. When checked, you can define each sub-org's values dependent on the previous SubOrg's value. This results in nested levels of classification.
  • SubOrg 0 through SubOrg 7 – The definition of each sub-org (for example, SubOrg 0 is the definition of SubOrg 0).

Note: Be aware, enabling sub-org dependencies will mean a great deal of manual entry to set this up, depending on how many of the sub-org categories you are using. For example, if you were to configure Sub Org 0 to the state, Sub Org 1 to the county, and Sub Org 2 to the city, you would need to manually enter each city within each county within each state. In essence, you will have to build the entire tree structure. When sub-orgs are not dependent, users are categorized into mutually independent groups that allow independent levels of classification instead of nested levels of classification.

More SubOrgs tab fields

  • SubOrg 8 through SubOrg 15 – The definition of each SubOrg (for example, SubOrg 8 is the definition of SubOrg 8).

Personal Info tab fields

  • Personal Info 0 through Personal Info 7 – The definition of each personal information field (for example, Personal Info 0 is the definition of personal information field 0).

These fields can be used in custom reports that you generate. These fields are not available as filters for enrollment selection. However, they may be shown in standard reports by simply filling in a check box.

Note: Only when you add a field item in the Organization screen will the system add a tab on the Add User page where the value of that item can then be entered.

Curriculum Info, Course Info, and Session Info tab fields

  • Info 0 through Info 7 – The definition of each information field (for example, Info 0 is the definition of information field 0).

These fields can be used in custom reports that you generate. These fields are not available as filters for enrollment selection or in standard reporting.

Note: Only when you add a field item in the Organization screen will the system add a tab on the Add Curriculum screen where the value of that item can then be entered. This also happens for Course Info and Session Info.

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