Organisation

Create new organisation

• Click "Create new organisation" to create a new organisation:
  
• Enter a name for the organisation:
  
• Select an organisation type (business or private).
• Click "Create organisation" to complete the process.

Show organisation profile

• Click the info icon:
  
• The information about the organisation profile is displayed:
  
• Click "Technical details" to display the organisation ID and copy it if necessary.

Update organisation profile

• Click the edit icon:
  

General

On the "General" tab, change the general data of the organisation profile:

• Under "Contact address", "Contact email address" and "Contact phone number", select the data that will be displayed on the organisation profile for contacting.
• Under "Owner visibility", select whether the owner's name should only be visible to members of the organisation or to everyone who accesses the link to the organisation profile.

Addresses

On the "Addresses" tab, edit the addresses of the organisation. The primary address is always at the top of the list and is used by default by connected applications when requested.

• Click "Add new address" to add an address:
  
• On the following page, enter the address data and then click "Save address":
  
• In the overview, click the arrow icon (1) next to the address to move it to the top of the list and mark it as the primary address:
  
• Click the "Edit" icon (2) to change existing address data.
• Click the recycle bin icon (3) to delete the address from the system.

Phone numbers

On the "Phone numbers" tab, edit the organisation's phone numbers. The primary phone number is always at the top of the list and is used by default by connected applications when requested.

• Click "Add new phone number" to add a new number:
  
• On the following page, enter the phone number and click "Save phone number":
  
• In the overview, click the arrow icon (1) next to the phone number to move it to the top of the list and mark it as the primary phone number:
  
• Click the "Edit" icon (2) to change an existing phone number.
• Click the recycle bin icon (3) to delete the phone number from the system.

Email addresses

On the "Email addresses" tab, edit the email addresses of the organisation. The primary email address is always at the top of the list and is used by default by connected applications when requested.

• Click "Add new email address" to add a new email address for the organisation:
  
• On the following page, enter the email address and click "Add email":
  
• A confirmation will be sent to the respective email address. The new email address will be displayed in the overview with the label "!Not confirmed":
  
• Confirm the email address using the button in the confirmation email.
• In the overview, click the arrow icon next to the email address to move it to the top of the list and mark it as the primary email address:
  
• Click the recycle bin icon to delete the email address from the system.

Delete organisation

• Click the recycle bin icon to delete an organisation:
  
• Enter your password and click "Request deletion":
  
• You will receive an email from the system. In this email, click "Complete organisation deletion" to confirm the deletion of the organisation.