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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
 

Organisations.png

 

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

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To learn more about customising your Stakeholder types click here

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Organisations create.png


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
 

Organisations Search.png

 

3. A new page will appear showing the details of the Organisation

4. Click Edit Organisation

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Organisations edit.png


5. A new page will appear where details of the Organisation can be edited

6. To save these updates select Update
 

Organisations update.png

 

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

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Organisations delete.png


For help importing Organisations see Importing Initiatives and Organisations

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