Create an Organization

As a Client Admin, you can create organizations. As an organization administrator, you can Create a Child Organization within that organization. For more information, see Organizations.

To create an organization

1. On the main menu, select Organizations. The Organizations page opens.

2. Click + Add Organization.

3. Enter this information.

   Organization creation fields

   Field	Description
   Name	Name of the organization
   Available in Organization List	Selected = the organization is visible to non-members in the list of organizations
   Description	General information about the organization, including its type and purpose.
   Reporting ID	The reporting ID associated with the organization, allowing publishers people with the appropriate permissions the ability to list the ID as a recipient when sending a notification. If this field is left blank, the ID is automatically inherited from the parent organization.
   Contact Name	Name of the main contact
   Contact Phone Number	Phone number of the main contact
   Contact Email	Email address for the main contact
   Address	Address of the organization
   Pending Members Notification	When the main contact wants to receive notifications about new pending members. The options are: None On Every Registration Daily Weekly
   Maximum Number of Memberships Allowed under This Parent Organization	Allows you to specify the maximum number of organizations that an account is allowed to be added to within the parent organization tree.

4. Click Submit.

Create a Child Organization

As an organization administrator, you can create child organizations to represent departments or facilities within an organization. If these departments or groups are part of multiple organizations, you can network them instead of creating separate child organizations. For more information, see Network an Organization.

To create a child organization

1. On the main menu, select Organizations. The Organizations page opens.

2. Locate the organization and, on that row, click the more icon .

3. Select Create Child Organization. The New page opens.

4. Enter this information.

   Child organization creation fields

   Field	Description
   Name	Name of the organization
   Available in Organization List	Selected = the organization is visible to non-members in organization lists
   Description	General information about the organization, including its type and purpose.
   Organization type	The organization to which this child organization is associated with.
   Contact Name	Name of the main contact
   Contact Phone Number	Phone number of the main contact
   Contact Email	Email address for the main contact
   Address	Address of the organization
   Pending Members Notification	When the main contact wants to receive notifications about new pending members. The options are: None On Every Registration Daily Weekly

5. Click Submit.