How to set up the Organizations

This article explains how to set up the Organizations feature. Registering your organizations ensures that only legitimate entities can safely use the digital certificates.

Create a new organization

To create a new organization, follow these steps:

1. In the top left corner, click Grid Menu, identified by the nine squares icon, and then select Certificate Manager.
2. On the side menu, select Settings and then Organizations.
3. In the top right corner, click View actions (the three vertical dots icon).
4. Select New; this will open the Organization form.
5. In the General tab, enter the information:
   1. Organization: the company's name.
   2. Location: city.
   3. State
   4. Country
   5. Enabled: set to Yes.
6. In the Address tab, enter the address details (optional).
7. In the Contact tab, enter the contact details (optional).
8. Click Save.

On the Organizations' main page, you'll see the organization you just created.

Edit an organization

To edit an organization, follow these steps:

1. On the Organizations' main page, locate the organization you want.
2. In the corresponding Action column, click Edit (the pencil icon).
3. Update the form.
4. Click Save to confirm the changes.

Delete an organization

To delete an organization, follow these steps:

1. On the Organizations' main page, locate the organization you want to delete.
2. In the Action column, click on the three vertical dots icon.
3. Select Delete.
4. On the message that prompts, click Yes to confirm the deletion.

Search for an organization

You can use the search fields to filter the information if there are many registered organizations.

To locate the desired organization, follow these steps:

1. On the Organizations' main page, perform a search using the following fields:
   1. ID: the organization ID number.
   2. Organizational unit: a specific division within the organization.
   3. Organization: the company's name.
   4. State
   5. Country
   6. Enabled: the organization status in the system.
2. Click Filter to search.
   1. Click Clear to erase the fields, if necessary.

Do you still have questions? Reach out to the senhasegura Community.