3.1. How to add an organization?

You can have multiple management companies each having own clients, claims, reports etc. Each management company can have multiple management units (aka departments) to scope clients, claims, reports etc.

Please follow steps:

  1. Please log in to the system to access "Dashboard"
  2. How to add an organization? 6
  3. Click menu items: "System -> Orgs"
  4. Click a link "New"
  5. Fill Name with "New Company Ltd"
  6. Fill Address with "Wide Street 42-3"
  7. Fill Email with "info@example.com"
  8. Click on "Save"
  9. How to add an organization? 14
  10. You will see "New Company Ltd"
  11. How to add an organization? 15