Adding an Agency to Your Network
To add an agency, you must have the Network Administrator role. Follow these steps:
- Navigate to the Administration heading.
- Click on Organizations.
- Select the + New Agency button.
You will be redirected to the Details page. Here, you'll need to fill out the following information:
- Name: The full name of the organization.
- Short Name: An abbreviated name that will appear in reports.
- Default Language: The primary language for the organization.
- Default Time Zone: The time zone where the organization is located.
- Organization Tags: Custom tags that can be used to categorize agencies for reporting purposes. Tags can be managed under the "Lists" section in Organization Tags.
- Address: Provide the complete address (Line 1, Line 2, City, Province/State, Postal/Zip Code, Country).
- Optional Fields: Phone, Fax, Email, and Website.
- Contact Details (Optional): Add a main contact for the agency, including their name, position, email, and phone number. NOTE: This is for informational purposes and is not the same as adding a user profile.
Editing an Organization
To edit an organization's details:
- Navigate to the Administration heading.
- Click on Organizations.
- Scroll through the list or use the search box to locate the organization.
- Once found, click the Edit (pencil) icon in the far-right column.
- Make the necessary changes and click Save Changes or Save & Next to move to another section.
Deactivating an Organization
To deactivate an organization:
- Go to the Administration heading.
- Click on Organizations.
- In the Status column, click the Active button, which will change the status to Inactive.
- Confirm the deactivation by clicking Save Changes at the top of the page.
Enabling a Network Program for a New Agency
Note: Only users with Network Administrator or Network Manager roles can see and manage programs for organizations.
After adding a new organization:
- Go to the Organizations page.
- Select the program(s) you want to enable for the new agency.
- Click Save Changes.
The Case Management application will be automatically enabled after saving. Additionally, you can use the green and red All buttons at the top of each program to bulk enable or disable programs for multiple sites. Always click Save Changes to confirm your updates.
Downloading an Organization List
To download the organization list:
- Go to Administration > Organizations.
- Click the Export button in the top-right corner of the Organizations & Programs table.
This will generate a CSV file that can be downloaded and opened in Excel.
Additional resources
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