Create & edit an organisation

Creating an Organisation takes one field: the name. DASH fills in everything else — a unique identifier, the creating user, the timestamp and an Active status — automatically. You can add more detail, such as metadata fields, afterwards.

Before you start

• To create an Organisation you need the Organisations create permission.
• To edit one you need the Organisations update permission — see Roles & permissions.

Create an organisation

1. Open Organisations from the main navigation to reach the All Organisations page.
2. Select Add Organisation. The Create new Organisation dialog opens.
3. Enter an Organisation name (required, up to 255 characters).
4. Select Save.

Screenshot pendingThe Create new Organisation dialog

The Organisation is created with Active status and you are taken straight to its record.

Tip

You only need the name to get started. Come back later to add metadata fields or attach Materials whenever you’re ready.

Edit an organisation

1. From the All Organisations list, open the Organisation you want to change.
2. On the Organisation Info tab, update the Organisation Name or change the Status between Active and Inactive.
3. Select Save Changes.

Editing an organisation's name and status on the Organisation Info tab

You’ll see Organisation saved successfully! once the change is stored. An Organisation has no fixed workflow, so you can toggle the status freely whenever you hold the update permission.

Related

• Organisations overview
• Organisation metadata fields
• Delete an organisation
• Create a Material with the wizard
• Roles & permissions