Manage Organizations

Contacts procedure

You can manage your organization (either the default WebEOC Nexus organization, or your specific organization) in Contacts.

To manage an organization

1. Access Contacts.

2. Click the Organizations tab.

3. Select Default WebEOC Nexus Organization, or use the filter to search for a specific organization and select it. The panel opens.

4. Do any of the following actions.

   View the past updates
   

   1. Click History. The History page opens.

   2. Click any of the entry rows in the history table to view detailed information about the updates that were made.

      You can filter organization changes using the filters for dates of change, user name who made the change, or action to narrow the History page results.

      The Action column shows more than only the organization-related actions. The organization-related History Actions are described below.

      Descriptions of history actions

      Action	Description
      Create	An organization was created.
      Update	An admin made changes to the organization's Basic Information or networked oganizations.
      Add Members	An admin added members to an organization.
      Change Members Role	An admin updated roles of organization members.
      Change Members Role and Status	An admin updated statuses of organization members.
      Remove Members	An admin removed members from an organization.
      Change Members	An admin or user added/selected the organization from the registration page (selected organization), from the Account profile page (add organization), or from the organization page (clicked join).

   You cannot modify this information.

   View or change group details

   1. Click Basic Information

   2. Modify the fields, as needed.

   3. Click Save.

   Change an account’s permissions/role

   1. Click Members.

   2. Search for the account.

   3. Do either of the following:

      • In the Organization Role filter, select the member's current organization role, and then click Apply.

      • Search for the member's account.

        Use the Advanced Search filter to quickly find accounts. See Advanced Search.

   4. Select the account row. The panel opens.

   5. Click View Full Profile.

   6. Click Membership. A list of organizations to which the member belongs is displayed.

   7. On the far right of the organization for which you want to change the role, select the new role from the list.

   8. Click Save. The new role is assigned to the member.

   Delete an organization

   1. On the panel, click the more icon .

   2. On the menu, select Delete.

   3. Confirm the action. The organization is deleted.

   Move a sub-organization

   Modify the hierarchy order of sub-organization groups on the Organization page (not in the panel).

   1. On the Organizations page, click the more icon at the end of the row containing the sub-organization you want to move.

   2. From the menu, select Move.

   3. On the Select Organization page, expand the Root menu.

   4. Select the new organization under which the sub-organization will be located.

   5. Click Select. The sub-organization moves to the new organization.

   Add a member to an organization

   See Add Members to an Organization.

   Remove a member from an organization

   1. Click Members.

   2. Click the row for the account you want to remove.

   3. Above the list, in the Organization Status list, click Withdrawn. The member is removed from the organization.