Add a New Organization Account

Overview

This procedure explains how to add a new Organization to your Zift PRM environment.

Before You Get Started

• These steps assume that you have previously approved the Location and that Use Location As Primary Partner Account is set to Yes. This means that any reference to Account will be a reference to Location, rather than Organization.
• Login to Zift PRM Admin as a user in the Registration Approver User Group.

How to Add a New Organization to Your Account

Given the hierarchy of data in Zift PRM, you must begin by creating an organization to which you may later add Location and Person records.

1. In the Search bar in the top right of the Zift PRM window, type 1. This will drop down a list of entities that have 1 as an ID. For all environments, the entity in the Organization section will be Zift Solutions. Click Zift Solutions to open the 3-panel view required for the next step.
2. In the top left panel, click New Record.
3. In the bottom panel, you will now see the Add Organization screen.
4. In the dropdown menu, select a Country and Organization Type for the new organization.
5. Click Continue.
6. In the Add New Business Card screen, provide the information for the Person who is the Primary Contact for this Organization. Only the fields with red labels are mandatory.
7. Click Continue.
8. Select the primary job function for the Primary Contact. This is the Person you described in the previous Screen.
9. Click Save.

You have now created the Organization and will need to approve the new account next.