Creating an Organization Using Process Administrator

The following high-level task outlines the basic procedures for creating an organization using Process Administrator.

For general information about organizations and their components, see Organization Overview

In general, you should define your organization from the top down. You should create higher-level elements like organizational units first. Then create lower-level elements like participants.

  1. Create an Organizational Unit.

    See Creating an Organizational Unit Using Process Administrator. Depending on your needs, you may need to create multiple organization units. If you need a hierarchical relationship between organizational units, create the parent units first, then the child units.

  2. Create Roles

    See Creating a Role.

  3. Create Groups

    See Creating a Group Using Process Administrator.

  4. Assign Roles to Groups

    See Assigning Roles to Groups Using Process Administrator

  5. Create Participants

    See Creating a Participant Using Process Administrator

  6. Assign Roles to Participants

    See Assigning a Role to a Participant Using Process Administrator

  7. Assign Groups to Participants

    See Assigning a Group to a Participant

Parent topic: Managing Your Organization