Creating an Organisation

To create an Organisation, Manager or System level access is required for the User Management Module (see Access Levels). See here for how to check your current access level. See here for how to apply for a change in access level.

A form for creating a new Organisation is accessed by clicking Create Organisation on the Users Menu.

The form allows the details of the new Organisation to be defined. The name and type of organisation are mandatory, a website address is optional.

Organisation Type is selected from a drop down list.

Once complete, click Save on the Command Bar and the Organisation will be created.

Before adding a new organisation, you should check that it doesn’t already exist on the system with a similar name (e.g. with or without “Ltd”).