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.

Follow these steps:

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