Organization administration

This article covers the following topics: 

• How do I add an Organization?
• How do I edit an Organization?
• How do I deactivate an Organization?
• How do I enable a Network Program for a new Agency?
• How do I download an Organization list?

How do I add an Organization? 

To add an agency to your network you will have to have the role of Network Administrator

1. Click on the Administration heading.
2. Click on Organizations.
3. Click on the + New Agency button.
   
   
   
   
4. You will then be taken to the Details page. On the details page, you will be asked to enter the following information listed below: 

• Name: name of the organization.
• Short name: abbreviated name that would show up on reports.
• Default language: the language that organization should see.
• Default Time Zone: the time zone the organization is in.
• Organization Tags: Organization tags give networks the ability to tag agencies with a custom tag created by the network that you can then report on. Tags can be added in a similar way to any list item. You can find "Organization Tags" under the Lists section.
• Address: Line 1, Line 2, City, Province/State, Postal/Zip Code, Country: the organization's address.
• Optional Fields: Phone, Fax, Email, Website.
• Contact Details: It's optional to add a main contact for the agency. This would include their name, position, and the option to add an email address and phone number.

Contact Details is NOT the same section as where you would be adding a user. This does not count as adding a user's profile.

How do I edit an Organization?

1. Click on the Administration heading. Click on Organizations.
2. Scroll through the organizations in the table or type their name into the search box.
3. When you have located the organization that needs to be edited, click on the Edit (pencil) icon in the far right column of the table.
4. Edit the required fields and click on Save Changes or Save & Next to edit another section.

How do I deactivate an Organization?

1. Click on the Administration heading. Click on Organizations.
2. Click on the Active button in the Status column. It will change to Inactive.
3. Click Save Changes at the top of the page to confirm the changes.

How do I enable a Network Program for a new Agency? 

Note: When selecting Administration > Organizations, ONLY users with the Network Administrator and Network Manager user roles will see a page like the one below:

The Organizations list includes additional columns where you can see the programs enabled for each site.

After adding a new organization:

1. Go to the Organizations page.
2. Check off the program you would like to add to the new agency.
3. Save your changes.
4. The Client Intake application will automatically be enabled once you save adding a program to the new site.
5. The green and red “All” buttons at the top of each program also make it easy to bulk enable and bulk disable programs from certain sites.
6. Click on “Save Changes” to confirm your changes.

How do I download an Organization list?

1. Navigate to Administration > Organizations.
2. Click the Export button at the top right-hand side of the Organizations & Programs table.
3. The table will generate a CSV file that can be downloaded to Excel.