View Organization Information

The left pane of the PolicyCenter organization tab shows the list of PolicyCenter organizations, sorted by organization name. This pane can display two different tables of organization information, the Details View and the Table View. You can change views by clicking the Table View or Details View buttons in the lower left corner of this window.

• In the default Details View, the window shows each organization name and whether or not that organization has been enabled with access to PolicyCenter.  show screen
  
  
• The expanded Table View displays all the information shown in the Details View, and also shows the number of users assigned to each organization, and the number of roles (look or touch) those users may have.  show screen

Click any of the Table View column headings to sort the information in the table by that column criteria. Make a column wider or narrower by clicking the border of a column heading and dragging the border to a new position. You may also customize the appearance of the Table View by clicking any of the column headings and dragging the column into a new location within the table.

Tip: If your list of organizations is very large, you can search for an individual organization in either the Details View or Table View by entering all or part of a organization name in the Search field. The organization list will display any matching entries. Click the X button by the search field to clear the field and display the complete list of organizations once again.

Customize Table View Preferences

1. Click the Organizations tab.
   
   
2. If the Organizations tab does not already display the Table View, click the Table View button at the bottom of the left window pane.
   
   
3. Click the Preferences button at the upper left corner of the table.  show screen
   
   
4. The Organizations Table Preferences window opens.  show screen Select or unselect any of the checkboxes to display or hide selected data columns.
   
   
5. Click OK to save your changes.
   or
   Click Reset to Defaults to restore all data columns.

Click any of the Table View column headings to sort the information in the table by that column criteria. Make a column wider or narrower by clicking the border of a column heading and dragging the border to a new position. You may also customize the appearance of the Table View by clicking any of the column headings and dragging the column into a new location within the table.

Export Organizations Table View Data to the Clipboard

To copy data from the Organizations table onto the clipboard in CSV (comma separated value) format, select the Table View for the units table, then click the Export CSV to Clipboard button at the top left corner of the table.  show screen

Exported data columns will be sorted in the same order in which they are displayed on the screen. Hidden data columns will not be exported.