Manage (Add, Edit, or Delete) Organizations

Read on to learn how to create, edit, or delete organizations. 

Overview

Organizations contain your user and admin accounts.

You can set up the MMP to reflect your organizational structure where you can create an organization (root node) with the name of your Enterprise. Each node or branch of the tree represents a department. Each department can have its own administrator with well-defined roles and privileges. 

Consider the example below:

Graphic depicting organization hierarchy.

You can create one or multiple organizational levels or just create one organizational level below the root node. This structure is flexible enough to manage your employee base.

You can have as many organizations and sub-organizations in the portal as needed. 

Before you start

Create Organization

  1. Click the profile menu iconProfile icon.
  2. Click Sub-Organizations.
    Profile menu with Sub-Organizations highlighted
  3. Click Create New Sub-Organization.
    Sub-Organization Screen with
  4. Fill out the details and click Create.
    Create New Sub-Organization screen with

Edit Organization

  1. ClickProfile icon.
  2. Click Sub-Organizations.
    Profile menu with Sub-Organizations highlighted
  3. Click Edit to make changes to the parameters within the organization.
    Sub-Organization Screen with

Delete organization

In order to delete an organization, the organization or any of its sub-organizations must not contain any users or administrators. 

1. Once you have deleted or moved all the users and administrators, the delete button becomes available.

Organization details showing 0 Users and 0 Administrators and Delete button

2. Click Yes to confirm deletion.

Confirmation Screen

Your organizations are ready!

Now administrators can invite administrators and users to the organization. 

About this Article
  • Created: 10/12/2021 1:02 pm EDT
  • Last updated: 08/01/2023 5:00 pm EDT