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.