Organisation Management

This article is for those who wish to create and manage Organisations.

Tip: Refer to Applicant Registration to understand the role of an Organisation.

There are two ways of creating organisations:

• Via an Applicant Organisation that is already registered.

• During the signup process. See Applicant Registration.

Creating an additional organisation when you are already registered

1

Sign in

Sign in to your account using your email and password.

2

Open organisation menu

On your Dashboard, within the left hand menu under Applying on behalf of click + Create Another.

Create Another Organisation

3

Enter organisation name

Enter the name of the Organisation, then click Save.

4

Complete registration form

Complete the registration form for your new Organisation, then click Submit.

Note: you will not be able to click the Submit button until you have completed all fields with an asterisk (*).

5

Return to Dashboard

You will be redirected back to your Dashboard where you can apply under your new organisation. You can switch between organisations at any time.

Applicant Dashboard-1

Tip: You can edit and delete an organisation later if needed. Users in the Organisation may also leave later on.

How to invite additional users to an Organisation

Option 1 — During Registration

When you are registering a new Organisation you can invite additional users to have access to the Organisation at the bottom of the Registration Form by clicking Invite Users.

Option 2 — From a Registered Organisation

Within the left hand menu of a Registered Organisation, click Manage Members.

In the top right of the screen click Add Member.

Enter the name and email of the user then click Invite — this will send them an invitation email to complete their password and get access to your Organisation.

If the user already has an account within the system they will be sent an invite within their portal to accept.