8.3 Creating an Organization

  1. In the Web Interface toolbar, select Users.

  2. Select the Organizations tab.

  3. Click Create.

  4. In the Create Organization dialog, specify a name for the organization that is unique within the PTM system.

  5. (Optional) Specify a brief textual description of the organization.

  6. (Optional) Upload an image to represent the organization. Mouse-over the image pane, click Upload New Image, browse to locate and select the image that you want to use for the organization, then click Open.

  7. Click Save to create the organization instance and enable the Associations pane.

  8. (Optional) In the Associations pane, define the associations for the organization.

    Planning

    • Projects (Create, Edit, View, Delete)

    Resources

    • Credentials (Create, Edit, View, Delete)

    • Platforms

    • Migration Servers (Create, Edit, View, Delete)

    • Environments (Create, Edit, View, Delete)

    Users

    • Dashboard Viewer (View, Add, Remove)

    • Migration Specialist (View, Add, Remove)

    • Project Architect (View, Add, Remove)

    • Project Manager (View, Add, Remove)

  9. Click Save.

  10. Click Close.