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:
(A) Via an Applicant Organisation that is already registered.(B) During the signup process. See Applicant Registration.
Creating an additional organisation when you are already registered
- Sign in to your account using your email and password.
- On your Dashboard, within the left hand menu under Applying on behalf of
- Click on + Create Another.
- Enter the name of the Organisation, then click Save.
- Complete the registration form for your new Organisation, click Submit.
Note: you will not be able to click the Submit button until you have completed all fields with an asterisk (*).
6. You will be redirected back to your Dashboard where you can apply under your new organisation, however you can switch between these at any time.
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 - Within the Registration Process
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 on Invite Users
Option 2 - Within a Registered Organisation
Within the left hand menu of a Registered Organisation, click Manage Members
In the top right hand of the screen click on 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 accept.
