Set Primary Organization

NOTE: The magnifying glass for the Primary Organization field on the Create Account screen appears if the logged-in user is not affiliated with an Organization, IC, or Agency. Usually the Primary Organization defaults to the logged-in user's Organization.

1. Click the magnifying glass icon on the Create Account screen to open the Search Organization and Add Roles and add a primary orgnization.

2. Enter an Org ID or an Organization Name.

NOTE: Use the percent sign (%) before or after a string of characters for wild card searches.

3. Click the Search button to display the organization search results.

   

4. To filter the search results, enter the appropriate value in the Filter Table text box and hit the <Enter> key. For example, enter San Diego to view only those universities in California.

5. To change the number of records per page, select the appropriate number in the Show per page column.

6. To navigate between pages, perform one of the following options:

   1. Click the appropriate Page Number button.

   2. Click the right arrow button to go to the end of the list.

   3. Click the left arrow button to go to the beginning of the list.

7. Select the appropriate organization's radio button.

8. Click the Select button or click the Close button to close the screen.

The Create Account screen then displays the selected primary organization. For more information seeCreate External User Accounts.