Add an Organization

Contacts procedure

Organizations allow you to group your external contacts and WebEOC Nexus users, and manage their alerts permissions, based on organizational structure.

A default organization, called Default WebEOC Organization is provided granting all contacts basic organizational permissions that parallel their WebEOC Nexus access permissions. New WebEOC Nexus users are automatically assigned to this organization, unless you rename it or delete it. See Manage Organizations.

For many organizations, the Default WebEOC Organization is sufficient.

If you have a more complex organizational structure, or want to differentiate between sub-organizations or departments, you can:

• Create your own organization and delete the Default WebEOC Organization or

• Rename the Default WebEOC Organization after all contacts have been assigned.

Once you delete the Default WebEOC Organization, you cannot recreate it. If you have not created another organization before deleting the Default WebEOC Organization, only WebEOC Nexus Administrators will be able to interact with alerts and Contacts.

To add an organization

1. Access Contacts.

2. Click the Organizations tab.

3. Click + Add Organization.

4. In the New page, enter the following information, and then click Submit.

   Set up a new organization

   Field	Description
   Name	The name of the organization
   Available in Organization List	If selected, the organization is visible to non-members in the list of organizations. If not selected, non-members cannot see the organization in the organization list.
   Description	General information about the organization, including its type and purpose.
   Contact Name	The name of the main contact.
   Contact Phone Number	Phone number of the main contact.
   Contact Email	Email address for the main contact.
   Address Line 1 and 2	Street address of the organization.
   City	City where the organization is located.
   State	State where the organization is located.
   County	County where the organization is located.
   ZIP Code	ZIP code where the organization is located.
   Pending Members Notification	Select an option to indicate how often the organization admin receives notifications about new or pending members. Never On Every Registration Daily Weekly

To create a sub-organization

1. In Contacts, select the Organizations tab.

2. Click the more icon at the end of the organization row for which you want to add a sub-organization.

3. Select Create Child Organization.

4. Complete the fields listed in step 4 (above).

5. Click Submit. The sub-organization displays below its parent organization.