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New Organization

New Organization Page

This page provides a step-by-step form to create a new organization.

Usage

  1. Enter the organization code, name, and optionally select a parent organization.
  2. Fill in the address details.
  3. Add person details.
  4. Add sales agent details.

Use the Previous button to go back to the previous step, and the Next button to proceed to the next step. Click the Save button at the last step to save the organization details.

Address

This form is for editing address details.

Usage

  1. Fill in the Country, Place Name, Post Number, Post Name, Street Name, Home Number, and Home Letter fields.
  2. Click the next button to proceed.

Persons

This control creates a new person.

Person 1

This form allows users to input details for creating a new person.

Usage

  1. Fill in the required fields, such as First Name, Last Name, Email, and Phone Number.
  2. Check the external user checkbox if applicable.
  3. Fill in the username and password if the user is not external.
  4. Check the relevant checkboxes for assigning roles to the user.
  5. Fill in the common name field if required.

Note that some fields may have validation requirements, so fill in all mandatory fields before submitting the form.

Person 2

This form allows creating a new person.

Usage

  1. Fill in the necessary fields.
  2. Click the Save button to submit the form.
  3. To create an external user, toggle the switch and fill in the Email and Phone Number fields.

Person 3

This page allows creating Person 3.

Usage

  1. Fill in the first name, last name, and optionally, email and phone number.
  2. Toggle the External User switch if applicable.
  3. Fill in the username and password if the user is not an external user.
  4. Choose whether the person being created is a manager, administrator, or user.
  5. Fill in the common name field if required.

Environment

This page displays a form for editing an organization and creating a new environment.

Usage

  1. Toggle the "Create Environment" switch button to 'on' to create a new environment.
  2. Select a 'Firewall Type' from the drop-down menu if you have turned on the 'Create Environment' button.
  3. Fill in other required fields in the form and click the 'Save' button to submit the form.

Help texts are provided to guide users through the form-filling process.