1. Knowledge Base
  2. Managing Corporate Clients

Creating an Organisation

Corporate clients can be set up as an Organisation within which contracts can subsequently be created to facilitate Contract Management 

To create an organisation:

  • Click on your name on the top right hand corner > select Contract Management > click New Organisation.
  • Complete the required information:
    • Name - enter the organisation name.
    • Code - enter a code for the organisation, this is for internal use.
  • Click on Create.
  • Use the three dot action menu to View, Edit or Delete an organisation.