Creating Organisations
Creating a new Organisation
1. Select the Organisations icon in the left-hand side navigation bar
2. Click on + Create New button at the top of the page

3. A new page will appear where you will need to enter​
-
The name of the organisation
-
A description
-
Assign a Stakeholder type that describes the type of organisation
-
Enter a weblink
Those marked with * are required fields
​
To learn more about customising your Stakeholder types click here
​

4. Once you have entered the data, select Create
​This will return you to the Organisations summary page where you will see a success message "Organisation was Successfully created"​ in the top right-hand side.
Search and Update an Organisation
1. Search for an Organisation by typing it into the search bar at the top left-hand corner of the screen
2. Click Show alongside the Organisation you wish to update

3. A new page will appear showing the details of the Organisation
4. Click Edit Organisation
​

5. A new page will appear where details of the Organisation can be edited
6. To save these updates select Update

Deleting an Organisation
1. Select the Organisations icon in the left-hand side navigation bar
2. Click Delete alongside the organisation you wish to remove
3. A confirmation message will appear asking you to confirm that you wish to delete the Organisation
4. If you are sure you wish to proceed select OK
5. A success message will appear on the bottom corner of the page confirming the Organisation has been deleted
​

For help importing Organisations see Importing Initiatives and Organisations