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.
WarningThe 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.