Select an Organization

Use the search field immediately above the organization name in the Organizations area to select the organization that you want to review or edit.

The organization selection list only includes organizations to which your security role gives you access.

To select an organization to review or edit, complete the following steps:
  1. Click to go to the Organizations area.
  2. If the search name displayed at the left end of the search field is the one you want, click at the end of the field to display the list of organizations returned by the search.

    If the currently displayed search name is not the one you want, select a standard or custom search:

    • Click ACTIVE to select from a list of active organizations only.
    • Click ALL to select from a list of all organizations (both active and inactive).
    • Click MINE to select from a list of organizations for which you are a member of the team. (You are on an organization's team if you are listed in the grid on the Team tab for the organization.)
    • Click a previously saved custom search to display the organizations returned by that search.
    • Click Custom at the bottom of the list to create and save or apply a new custom search.
  3. To further restrict the list of organizations, do either of the following in the search field:
    • To display a list of organizations with names or aliases that begin with a specific single character, type the character in the field and pause.
    • To display a list of organizations with names or aliases that contain a specific sequence of two or more characters, type the characters in the field and pause.

    Tip: If you enter characters in the search field and then want to remove them, click the icon at the end of the field to clear the field.

    Tip: The number of organizations in the current search results displays at the right end of the search field.

  4. If necessary, scroll the list to locate the organization you want.
  5. Click the organization to display organization information.