Create an Organization

Organizations are the first step in organizing your data and users.

Initialization

An initial user account with administrator permissions must be created by Elly support before new organizations can be created.

Required Permissions

organizations

Workflow

You must be logged in to complete the following steps.

1. From the Admin navigation tab, click on the Organizations sidebar menu item.

Missing Permissions

If you receive a message stating you do not have the appropriate permissions to view the page, please contact your administrator and request organizations permissions.

2. Click the + Add Organizations button.
3. The Add Organization page will appear with the following fields:
4. Populate the required fields and click Submit

Form Parameters

Field	Required?	Description
Organization Name	Yes	The friendly name of you organization
Contact Name		Primary name associated with the organization
Contact Email		Email of the contact associated with the organization
Logo URL		URL to the organization's logo
Address Line 1		Address Line 1
Address Line 2		Address Line 2
City		City
State		State
Zip Code		Zip
Is Active	Yes	Default: true - Defines if an organization appears in the application
Delete Protection	Yes	Default: true - Enables record level protection that helps prevent accidental deletion