Organization Management

Creating Organizations

Organizations are created via the IQ Server. As a general rule with any activity on the IQ Server, make sure you have proper access. In the case of organization creation, e.g. members of the Policy Administrator role have the permission to perform this actions.

To create an organization:

  1. Click the Organization & Policies icon  on the IQ Server toolbar.
  2. Click the Root Organization icon  in the sidebar.
  3. Click the New Organization button.
  4. In the New Organization dialog, set the following attributes:
    1. Organization Name - Enter a name into the text box.
    2. Icon - Select from three options:
      1. Default - Uses the default image.
      2. Upload a custom icon - Click the Upload Icon Image button to navigate to an image file in PNG format and click Open. The image should be sized to 160 x 160 pixels. Images with different sizes will be scaled.
      3. Get a robot - Click the Get Another Robot button to cycle randomly through a variety of robot images.
  5. Click the Create button.

Editing an Organization

To edit an organization:

  1. Click the Organization & Policies icon  on the IQ Server toolbar..
  2. In the sidebar, select the organization you want to edit.
  3. In the Organization & Policies area, go to the Actions menu and click Edit Org Name / Icon.
  4. In the Edit Organization dialog, edit any the following attributes:
    1. Organization Name - Enter a different name into the text box.
    2. Icon - Select from three options:
      1. Use existing icon - To use the current image.
      2. Upload a custom icon - Click the Upload Icon Image button to navigate to an image file in PNG format and click Open. The image should be sized to 160 x 160 pixels. Images with different sizes will be scaled.
      3. Get a robot - Click the Get Another Robot button to cycle randomly through a variety of robot images.
  5. Click the Update button to save changes.

Deleting an Organization

To delete an organization:

  1. Click the Organization & Policies icon  on the IQ Server toolbar.
  2. In the sidebar, select the organization you want to delete.
  3. In the Delete <organization name> dialog, click Continue to permanently delete the organization or click Cancel to keep the organization.

When you click Continue to delete an organization, this action cannot be undone.