Creating An Organization

Follow these steps to create an Organization in your account:

Step 1: Go to the “Organization” module

Step 2: Click on the “New organization” button

Step 3: Fill the form fields:

Organization group	The group the organization belongs to.
Name *	The name of the organization. e.g.: A Hotel, B Building, C Branch, D Client, etc.
Code	An optional code describing the organization which will be used when short on space.
Full name	An optional name describing the organization which will be used when plenty of space is available.
Address	The address of the organization.
Production Instructions	The specific production instructions for this organization to appear in the form's organization sidebar.
Notes	Notes about the organization.
Display color	The color used to display the organization in the calendar.
Markets	Markets used to restrict the list of possible media(s) when creating insertions for this organization. By default, an organization advertises in all markets.
Display in request form as Organizations?	In case you are using the Marketing Request System, determines if the organization will be available to choose in requests forms.
Auto-assign rules	In case you are using the Marketing Request System, determines which user will be assigned to which role.
Contacts	The contacts for the organization.

Field with a * are required

Step 4: Click the “Save” button.

Warning

The organization will not appear as an option in the Media Insertion, Project or Request forms until it is added to a Media Plan.

Step 5: Add the organization to your Media plans:

See Adding an Organization to a Media Plan article.

Repeat step 2 to 5 to create more organizations.