Configuring Organizations

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Last updateMarch 28, 2025

How can I add an Organization?

Ensure that you are an admin user to perform this action.

Follow the steps below to add an organization:

Click the gear icon in the top-right corner of the screen.

Click the Admin option.

Select Organization from left navigation panel.

Click plus (+) icon in the far-right corner. The New Organization popup form will appear.

Enter the required details. Select the “External” checkbox if the organization is external.

Click the Save and Close button.

Now, the new organization is added, and it will be listed in All Organizations list page.

Yes, as a child organization user you can view or download parent organization’s records if the Default Child Agreement Level is set to Team.

Available Agreement levels:

Core Agreement Level: Allows you to view the data from another organization.
Extended Agreement Level: Allows you to view and edit data.
Team Agreement Level: Allows you to view, edit and refer data.
None: Information sharing is restricted.

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