Manage Internal (USDA) Organizations

This function is only available to internal users with organization administration privileges (that is, Org Admins).

To make changes to your organization or its member, complete the following steps:

1.	Select the Manage Account link in the upper right corner of the screen. RESULT: If you have administrative privileges, three selections are available:

•	Organization Account Information For: (with a drop-down list).

2.	Select the appropriate Organization Account Information For the specific organization you will be updating. Click the Next button. RESULT: The Manage Your Organization page appears showing the members with the chosen organization listed as one of their locations.

3.	To retrieve all the subordinate members (members of the selected organization’s children) along with the members of the selected organization, check the Include Subordinates checkbox and click the Search button. RESULT: The subordinate members will be included in the result list.

4.	To view and update current users within your organization, enter search criteria according to the following fields:

a)	Member's Last Name: An Internal user’s last name or part of a last name. Can also be left blank.

b)	Location: Duty Station or other Internal location. NOTE: All locations associated with the user logged in display.

c)	Roles: The PCIT role to search on. Identified roles within the PCIT system. NOTE: All the Roles within the purview of the user logged in display. RESULT: Users meeting the specified search criteria are displayed in the Current Organization Members block.

5.	The following information is displayed in the fields in the Current Organization Members block.

a)	Name: First Name, Middle Initial, and Last Name of the user.

c)	Primary Location: Identified primary duty station assigned to. NOTE: The member’s block column headings will not appear unless users have been added to the organization.

6.	Next to each user name is an Update button. To update the profile information for an existing user in your organization, click the Update button next to the appropriate user name on the list. RESULT: You will be taken to the User Details page.

7.	To update an existing user's Unique PIN, click the corresponding Look Up PIN button. RESULT: The unique PIN displays.

8.	To assign a role to a new or existing user, click the Update button next to Assigned Roles from the User Details page.

c)	The selected role will be displayed under the Current Roles selection.

NOTE: The Roles drop-down will include all roles that can be assigned to the logged-in user.

9.	To remove a role from a user, click the Update button next to Assigned Roles from the User Details page.

a)	Click the Delete button next to the role you would like to delete.

NOTE: The Delete button will not display next to the Authorized Certification Official role. To remove the ACO role, the user’s ACO rights must be revoked through the ACO Accreditation Search page.

10.	To nominate an ACO Admin Support user, complete the following steps.

a)	click the Nominate button next to the ACO Admin Support title. RESULT: The Education and Experience Details page appears.

b)	Enter education and experience details about the nominee and click the Save button. RESULT: The User Details page reappears with additional fields displayed. The new Details button will display the nominee’s education and experience.

NOTE: If you are an ECS user, you can add refresher training by clicking the Add button.

11.	To assign a duty station to a user, click the Update button next to Assigned Locations from the User Details page.

a)	Select the Location/Duty Station from the drop-down list.

c)	The Duty Station selected will be displayed under Locations.

NOTE: The Assigned Locations drop-down will include all locations that can be assigned to the logged-in user.

12.	To update the primary duty station associated with a user, click the Update button next to Assigned Locations from the User Details page.

a)	Click the Select button located under the Primary Location label and next to the duty station you would like to be the primary location.

NOTE: Only one duty station may be designated as a primary duty station for a particular user.

13.	To add administrative privileges to a user for a particular duty station, click the Update button next to Assigned Locations from the User Details page.

a)	Click the Grant button located under Admin Privileges and next to the duty station for which you would like the user to have administrative privileges.

NOTE: Users with the ACO Admin Support role only will not have a Grant button displayed.

14.	To deny administrative privileges to a user for a particular duty station, click the Update button next to Assigned locations from the User Details page.

a)	Click the Deny button located under Admin Privileges and next to the duty station for which you would like to have the administrative privileges removed for the particular user.

15.	To delete a location from the list of locations for a particular user, Click the Update button from the User Details page.

a)	Click the Delete button located on the right side of the location to delete the location from the users’ list.

16.	From the Roles page or the Locations page, click the Back button to return to the User Details page.

17.	Update the user’s information. Click the Save button on the User Details page. To abandon changes click the Cancel button. RESULT: The Manage Your Organization page appears.