Summary:

This feature will allow the creation of an organization by Hope Trust employees without having a partner creating a new account to create one. This can be used to preemptively add an organization if an individual who is a part of a new organization is going to register as a partner. This would streamline the process for the partner during sign-up, as the partner’s domain would automatically assign them the correct partner type and organization.

Usage:

The ‘Add Organization’ button once clicked, will open a modal titled ‘New Organization.’ This modal can then be filled out with all the information that is required for organization creation. The information that needs to be entered is the same as the information listed in the ‘Updating Organization’ modal on any existing organization record.

For more details on this information, please see the Organization Records section of this ReadMe document.