How Do I Add an Organization?

Created by Stephanie McLean (Unlicensed)
Last updated: 18 Mar, 2022 by Emily Branton

Step-by-Step Guide


  1. Click on the "Administration" heading. Click on "Organizations".

  2. Click on the "+ New Agency" 

     button.

Details

  • Name: name of the organization

  • Short name: abbreviated name that would show up on reports

  • Phone, Fax, Email, Website: optional fields

  • Default language: the language that organization should see 

  • Default Time Zone: time zone the organization is in

 

 

 

 

Address

  • Line 1, Line 2, City, Province/State, Postal/Zip Code, Country: the organization's address

 

 

 

 

 

 

 

  • It's optional to add a main contact for the agency. This would include their name, position and the option to add an email address and phone number.

    This is NOT the same section as where you would be adding a user. This does not count as adding a user's profile.



  • Click Save & Next

Organizations & Programs

See How Do I Enable a Network Program for a New Agency? for instructions on how to enable a program for your new agency.

You'll now have access to additional tabs.

Search for the new agency on the organization grid and click on the orange "edit" icon beside it.

Program Settings

This is a list of all of the programs available.

  • Orange Tag/Exception at this Agency: this program is using a copy that was originally created at the network level, but have made modifications.

  • Blue Tag/Managed at the Network: this program is using the version that was originally created at the network level

  • No Tag: this program was created specifically only at this agency.

See Network Program Settings for tips on how to modify these programs.

If you'd like a new program created specifically for this agency, Network Administrators will need to submit a support ticket.

  • Click Save & Next

Case Management (C. MGMT) Settings

The options visible on this list are the ones unlocked by the network organization.

You can choose to turn the setting on or off and save your changes.

There's a small question mark beside each option to provide a bit more information about it. 

Click Save & Next

Case Management (C. MGMT) Fields

  • The fields visible on this list are the ones unlocked by the network organization.

  • You can choose to turn the field on or off

  • If unlocked by the network you can also set to have the field be required or not required

  • There's a small question mark beside each option to provide a bit more information about it. 

Save your changes.