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
 

 

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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"
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Search and update an Organisation

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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"

 

 

 

 

 

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Deleting Organisations

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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. 

 

 

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For help importing organisations see importing files