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Create an organization

Only System Administrators can create and edit organizations.

  1. Go to the Settings page from the sidebar.

  2. In the Organizations section, click the plus icon (Create Organization) at the bottom of the table.

  3. Fill out the Organization form:

    Field
    Description
    Required

    Unique ID

    The unique identifier of the organization. It can't be changed later.

    Required

    Organization Name

    The name, with one field per installed locale.

    Required

    Contact Information

    How to contact the organization, with one field per installed locale.

    Enabled

    Whether the organization is active.

  4. Click Submit. The organization appears in the Organizations table.

Editing an organization

Click the pencil icon next to the organization in the Organizations table, change the fields and click Submit. The Unique ID can't be changed.

Arranging organizations in a hierarchy

Organizations can have a parent organization, shown in the Parent column of the table. For example, provincial health offices could sit under a Ministry of Health.

  • Click the Manage Hierarchy icon above the table to open the organization tree. Drag an organization onto another one to make it a child, and confirm the move. To make an organization top-level again, choose Remove from parent. Click Close when you're done.

  • Click the Upload Hierarchy icon to import an organization hierarchy from a JSON file.

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