Organizations are the companies or businesses represented in the contract – the contracting parties.
From the Navigation menu
Select
from the left-hand menu.At the top of the Organizations grid, click
.In the pop-up, select an Organization Type from the drop-down.
When the new record opens, enter details about the organization. The overall layout of the record and the individual fields you see may be different for different organization types. Required fields are identified by a red asterisk *.
To save your changes, click
in the menu bar. If you leave the page without saving, your data will be lost. If you try to save before filling out all required fields, you'll get an error message.
From a Contract or Request Record
When adding a new contract or request, if the External organization doesn’t already exist, you can create it on the fly. To do this, click the blue plus sign 
above the External Organization field. Fill out the organization details and click 
Required Fields
The fields below are always required.
Organization Type: Pre-filled by the type you selected in the pop-up. If you need to change the type, click the Lock icon
which changes to 
the field so you can select a different organization type from the drop-down.Organization ID: Initially 0, the system assigns the unique id number after you save the record.
Name: Enter the name of the organization.
Organizational Ownership: Defaults to the organizational level to which your role belongs. Defines which organizational level(s) have access to this record. To change ownership, click in the field and expand the organization tree. Use the check boxes to identify the lowest level(s) that can access the record (users in that level and above have access). NOTE: Your system may be configured to bypass the Organizational Ownership field and give access to all levels. Check with your System Administrator or click the How to Add a New Role link for additional information.