Create Organization

To create an organization, follow the steps below.

1. Click on the Organizations link from the left-hand navigation pane. This opens the Organizations screen where all organizations at the Global level are displayed.

2. Click on the +Add button from the top menu bar.

   

3. On the Create Organization screen, fill in the mandatory details, highlighted with a red (*) asterisk mark, in the respective sections.

   General Information

   • Name*: Enter a name for the organization.
   • Number: Enter the unique number for the organization.
   • Parent Organization: To add a parent organization to this child organization, click on the drop-down arrow and select the appropriate parent organization from the list. To create a new parent organization, click on the +Create button.

     

   Note:

   • To create a Parent Organization, it is mandatory fields Name, Type, and Status which are marked with an asterisk (*) next to the field title. Other fields are optional.
   • The parent organization will now be automatically populated in the parent field of the child organization.

   

   • Type*: Select the type of organization from the dropdown menu.
   • Subtype: Select the subtype that best describes the Organization.
   • Status*: Choose the status as per requirement.
   • Primary Contact: To add a contact to the organization, click on the drop-down arrow and select the appropriate Contact from the list. To create a new contact, click on the +Create button. Users can access this link to understand Creating a Contact.

     

   Phone Numbers

   • Click on the +Add button to add phone numbers. Enter the phone number in the provided field.
   • Specify the phone number type i.e., Work, Mobile, Office, or Fax.
   • Select Country Code
   • Optionally click on the Set as Primary checkbox.

     

   Emails

   • In the Emails section, click on the +Add and enter the email address in the provided field.
   • Notes Message Box: Enter any additional notes regarding the Sponsor in the Notes field.

     

   Include Address:

   • Enable the Include Address toggle switch to include an address and enter the mandatory details into the respective fields to create an address.
     • Address Type*
     • Primary Address
     • Country
     • Postal Code
   • Add other optional fields as required.
   • Click on the search icon to search for a specific address
4. After filling in all required fields, click on the Create button.

   

5. When the user clicks on the Create button, it creates a sponsor and it will display a successfully created pop-up.