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Creating an Organization and a Manager Role

Creating an Organization

Actor: Portal Administrator

To create an organization, complete these steps:

1.	Log in to the API Management Portal as a portal administrator.

2.	Click the Organizations tab, and then click Create New Organization.

The Create New Organization interface appears.

3.	Specify the following information to identify the organization:

−	Title  Enter a short and unique name for the organization.

−	Description  Enter a description for the organization.

−	Organization Type  Choose the partner organization type from the options in the drop-down list.

Ensure that only one organization is defined as a host organization.

−	Email  Enter a contact email address for the organization contact person. This email is used for notifications and may represent a single user or a distribution group.

−	Threshold  Enter a number between 0 and 100 that specifies a threshold usage percentage at which you will receive an alert notification.

−	Contact Details

Address Fields  Enter address details for the organization contact.

Instant Contacts  Enter a telephone number for the organization contact.

4.	Click Save to create the organization.

An organization detail page appears for the organization.

The newly created organization is listed on the Organizations tab.

Creating a Manager Role

Actor: Portal Administrator

After creating an organization, the portal administrator can add members and update additional information for the organization.

To create a Manager role, complete these steps:

1.	Log in to the API Manager Portal as a portal administrator.

2.	Click the Organizations tab and then click the name of the organization.

3.	Click New Member under Members.

The Create a new user profile interface appears.

4.	Specify the following information to identify the user:

−	User profile title  Enter a name for the user profile. This name is used to display the user name on the UI.

−	System User  Select an existing Joomla! (system) user to associate with this user profile. Use this field only when there is an existing Joomla! user in the system for which there is no user profile created.

−	User type  From the options in the drop-down list, choose Manager.

−	Email  Enter the email address for the Manager.

−	First name  Enter the user’s first name.

−	Last name  Enter the user’s last name.

−	Contact phone number  Enter the user’s contact phone number.

−	Member of organizations  Displays the organization to which the user. This value is assigned automatically when a new user is created.

−	Contact for organizations  Click Choose, and from the dialog that appears, select the organizations for which this user can be the contact person, and then click Save.

 

5.	Click Save to create the user profile.

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