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  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:

  • From the top bar click on More > 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.