Organisations

You can store the details of the organisations you deal with through the organisation module. This is effectively an directory for your organisations. To access organisation module click on the side menu and then organisation module. When the client’s platform is first created you should see one organisation. This is the client’s organisation and has an organisation type Hq which means head quarters. 

If you are unable too see the organisation module please check your permissions for ORGANISATION-MENU

To add the organisation click on the arrow button next to the search box and “add organisation” from the pop up menu. You will need ORGANISATION-WRITE permissions. 

If you are unable to see this action please refer to the permissions section.

Insert the name in the field box. Choose your organisation type. An organisation type refers to the nature of the organisation you conduct work with. By default these are Internal Sites, Customers, Customers Site, Suppliers and Consultants/Contractors. You are able to add your own custom list, please refer to our Knowledge base for more information. Complete the relevant fields as required. When finish click save.

You can always edit the organisation by clicking on the record and clicking on the edit button next to the organisation name in the card. To edit you must haveORGANISATION-WRITE permissions.

If you have many organisations to add, you can add through the import feature. This involves completing a spreadsheet and importing through the ‘Import Organisations’ action. For more information see the knowledge base.