Organisations

This article provides information on organisations including adding, merging and key functionalities in the dashboard. 

Organisations Dashboard

The 'Organisations Dashboard' lists all organisations added to the system. The dashboard is located in the Admin module and is visible to users with the appropriate permissions. 

Adding organisations 

Top tip: Check the existing organisations carefully using the 'Quick Search' field before adding a new organisation. 

The dashboard has an 'ADD NEW ORGANISATION' button to add new organisations. Once clicked, a pop-up will appear where details can be added. Once the necessary fields are populated, click 'Create Now' which will save the organisation. 

• Name (required field) - Name of organisation, this can be a short name or an abbreviation. 
• Other names - A long or alternative version of the name for clarity and avoidance of duplication. This field can be left blank if it doesn't apply. 
• Personnel available in stakeholder list - 
• Composite organisation - 

Merging organisations 

Merging organisations is used if a duplicate organisation was created or two organisations are integrating. When two organisations need to be merged, it's important to check both first and only merge from the one that will be kept. 

If you have any further questions or require assistance on this topic, please contact our support team by raising a Freshdesk ticket and referencing this article.