Add an Organization

Premium Feature Contacts procedure

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

A default organization, called Default WebEOC Nexus Organization is provided that grants 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 Nexus organization is sufficient.

If you have a more complex organizational structure, or you want to differentiate between sub-organizations or departments, you can choose to create your own organization and delete the default, or rename the organization after all contacts have been assigned.

Once you delete the default organization, you cannot recreate it. If you have not created another organization, only WebEOC Nexus Administrators will be able to interact with Ad Hoc Alerts and Contacts.

To define 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

    Whether the organization is visible to non-members in the list of organizations.

    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

    How often the organization admin wants to receive 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 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.