If you are running a business-to-business site, there can be one or more buyer
organizations belonging to your site. After you have established which businesses will participate
in a buying relationship with your site, you will have to create a buyer organization for each
business. You can have as many buyer organizations as you need.
Procedure
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Create a new organization and define approvable tasks if needed. Again, defining approvable
tasks is only required for business-to-business sites.
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Open Management
Center Tools and from the hamburger menu, click .
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Open Management
Center tools and from the left navigation menu, click .
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Select Organization Management. A list of organizations and
organizational units for the site displays
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From the list, click New to add a new organization or organizational
unit to the site.
Note: You cannot create an organization under an organization that is of type "authorization
domain".
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The New Organization page is displayed. Provide appropriate information for the
fields. Click Next to fill the information on all the pages and
click Submit to create a new organization.
Note: Unless all the mandatory fields are filled, it will throw
an error on clicking Next.
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Once you have created an organization or organizational unit, you can select approval types and
roles for the organization or organizational unit, as follows:
- To select approval types for the organization or organizational unit:
- From the list of organizations for the site, click on the
name of the organization. Available approvals field
opens.
- From the Available approvals list,
select the types of approval required for the organization, and click
Save.
- To select roles for the organization or organizational unit:
- Select roles for the organization as follows:
- Click Save to define user roles
for the organization.
Note: It is not recommended that you delete an organization. Deleting an organization will
invalidate all things owned by that organization. For more information about what will be deleted,
see the
MEMBER database table.
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Assign roles to the new buyer organization. Since you are now
creating a buyer organization, typical roles that you might assign include Buyer Administrator,
Buyer (buy-side), Buyer Approver, and so on.
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Create users and assign them roles. When assigning roles, you
will select them from the list of roles you assigned to the buyer organization in the previous
step.
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Repeat the entire procedure for each buyer organization you want to add to your site.