Organizations
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Overview
This section provides a comprehensive overview of organizations. An organization represents a physical entity participating in the case management process. As an admin, you can add new organizations and edit existing ones.
Accessing the Interface
To access the Organizations page:
Log into the Hubstream instance.
Click the gear icon in top-right corner of the screen.
Click Admin.
Select the Organizations option from the left navigation panel.
Sections of Organizations Page
- Header - Displays the page label (All Organization List) and a plus (+) icon for creating a new organization.
- Left Pane - Contains a local search widget to filter the list by the Name field.
- Right Pane - Displays the list of existing organizations along with their details.
- Footer - Shows the total number of rows, a pagination dropdown and navigation buttons with pagination labels.
Add a New Organization
As an admin, you can add a new organization by following the steps below:
Navigate to Organizations list page.
Click the plus (+) icon in the far-right corner of the header. The New Organization popup form will appear.
Enter the Organization Name.
Select one of the Default Child Agreement Level from the drop-down list to fetch information for a specific organization and modify the entries as required.
- Core Agreement Level: Allows one organization to “Read” entries from another organization.
- Extended Agreement Level: Allows one organization to “Read” and “Edit” entries from another organization.
- Team Agreement Level: Allows one organization to “Read”, “Edit” and “Refer” entries from another organization.
Choose the required Time Zone.
Enter additional details such as location, parent path, telephone number, and email address (if applicable).
Click Save and Close to create the organization.
The newly created organization will be displayed under the organizations list.
Edit existing Organization details
Follow the steps below to modify an existing item displayed in the right pane of the list page:
Select an organization from the list.
The Actions contextual menu will appear on the right.
Select Edit. The Edit Organization pop-up form will appear with existing details.
Modify the relevant details and click Save to apply the updates.
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