Creating Organisations

Creating a new Organisation

1. Select the organisation’ icon in the left-hand side navigation bar
2. Click on “+ New 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 Sector that describes the type of organisation

  • Enter a weblink 

Those marked with * are required fields
 

 


 

 

4. Once you have entered the data in select Create.

​This will return you the Organisation summary page where you will see a success message "Organisation was Successfully created"

 

 


 

 

 

 

 

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 Organisation"

 

 

 

 

 

 


Deleting Organisations

  1. To delete an Organisation click “delete” alongside the organisation you wish to remove

  2. A confirmation message will appear asking you to confirm that you wish to delete the Organisation

  3. If you are sure you wish to proceed select “ok”

  4. A success message will appear on the bottom corner of the page confirming the Organisation as been deleted. 

 

 


 

 

For help importing organisations see importing files

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