1. Choose the Client Organisations option on the main menu.
2. Select the Add Client Organisation option which appears at the top of the screen.
3. The Add client organisation window will appear. Enter the details for the new organisation.
Client Organisation Name
The name of the new client organisation.
Parent Organisation
Client Organisations can be organised into hierarchies. Here you enter the client organisation that this new client organisation belongs to. You do not need to enter a value here if this client organisation does not belong to another larger client organisation. For more information about client organisations see Managing Permissions using Client Organisations.
Select Translation
Here you select the translation that will be used by any user who uses the system and belongs to this organisation. For more details see Understanding Translations.
Address Line 1
The first line of the organisation address.
Address Line 2
The second line of the organisation address.
Location
The geographical location of the client organisation. For more details see Understanding Locations.
Enabled
Setting this to No will have two effects: any users who belong to this organisation will not be able to log into the system and no new users can be added to the organisation.
When you have finished entering the new Client Organisaton details. Click the Save button.
4. The new Client Organisation will appear in the list