Organisations

The Organisation Management screen displays all the organisations that are configured in the application, as shown below:

The table includes the following information:

Column Action Description
Active

Activate Organisation

Deactivate Organisation

The organisation is active.
The organisation is deactivated. An organisation can only be deactivated by an administrator. Users associated with a deactivated organisation are not permitted to login to the application.
Organisation Name Edit Organisation The name of the organisation
Organisation Contact Send an email to the Organisation Contact A user with administration permissions to the application who has been nominated as the primary point of contact for the organisation.
Account Manager   The MetService staff member assigned to manage invoiced organisations.
# Contracts The number of licenses for the organisation's current contract.
$ Contracts The monthly cost of the organisation's current contract.
  Edit Organisation
Edit the organisation account.
  Users
Manage the user accounts associated with the organisation.
  Act as Organisation
Act as the organisation, to view the application as it would be seen by an organisation's user.
  Announcements
Manage announcements for the organisation.
  Contracts
View current and historic contracts for the organisation.
  Reporting
View reporting information for the organisation.
  Delete Organisation
Delete the organisation.

 

Create Organisation

To create a new organisation, click the Create Organisation button at the top left of the screen.

 

Activate Organisation

To activate an organisation, click the symbol that indicates they are currently deactivated. This will alter the organisation state and the list of organisations will update accordingly:

 

Deactivate Organisation

To deactivate an organisation, click the symbol that indicates they are currently activated. This will alter the organisation state and the list of organisations will update accordingly:

 

Delete Organisation

To delete an organisation, click the delete button. A confirmation dialog will appear, as shown below:

Click Cancel to return to the table without changes or OK to delete the organisation.

When the organisation is deleted a success message will be displayed at the top of the organisation table, as shown below: