Set a Default Organization

Setting a default organization is not required.

Client admin and System Admin roles can set one organization as the default.

All users who register accounts after the organization has been configured are assigned to that default organization.

If an administrator changes the default organization, this update applies only to accounts added after the change. Existing memberships in the default organization are not changed. This means that if the admin changes the default organization, the existing accounts do not have their memberships updated to reflect the new default organization.

To set the default organization

  1. Access Contacts.

  1. Click the Organizations tab.

  2. On the Active tab, click the row containing the organization.

  3. In the slide-out panel, select Basic Information.

  4. Select the Default Organization checkbox.

  5. Scroll to the bottom and click Submit in the bottom right.