1. Click the button on the Organization Dashboard to get started.
2. Enter an Organization Name, Type and Public Code.
Organization Name – Organization Name is required.
Type – Organization Type is required. It is one of the filterable fields on the Organizational Dashboard.
Public Code – Public Code is optional. However, it is required to apply a dynamic filter to outbound file transfers.
Note : Contact name and email were added to org properties.
This covers the case where orgs do not have access to OptiPaaS so do not have users. Contact fields allows OptiPaaS to send emails to the organization.
Contact Email : Also used for sending the transport client, if the Organization has no defined users.