How to create an organization
Overview
This flow describes how to create an organization in Care. You create an organization to group people, and then you give those people access through that group.
Pre-requisites
- You have an administrator account in Care.
- The parent organization exists, because Care creates every new organization under a parent.
- If you create a government organization, a responsibility, or a supplier organization, you are an instance administrator.
- The tree below the parent is not at the maximum depth that your deployment sets.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can View Organizations | See the organization and the organizations below it. |
| Can Create Organizations | Create an organization under a parent that you manage. |
| Can Manage Organizations | Change or delete an organization after you create it. |
Steps
1. Open the administration area
Select Admin in the main navigation. Care opens the administration area.
2. Select the organization type
Open Organizations in the administration navigation, then select the type that you want:
| Option | What it creates |
|---|---|
| Governance | A government organization, such as a state or a district. |
| Responsibilities | A flat group of people who share a designation. |
| Suppliers | A vendor organization. |
3. Select the parent organization
For Governance, select the organization that you want to create the new organization under. Care shows the organizations below it. Use the search box to find an organization by name.
For Responsibilities and Suppliers, the list is flat, so there is no parent to select.
4. Open the form
Select Add Organization. Care opens the form panel.
5. Complete the form
| Components | What it captures |
|---|---|
| Name | The name of the organization. This field is mandatory. Two organizations under the same parent cannot use the same name. |
| Description | A short note about what the organization is used for. This field is optional. |
Care sets the type from the page that you started on, so you do not select it.
6. Save the organization
Select Create Organization. Care creates the organization and shows it in the list.
Expected Outcome
- The organization is in the list under the parent that you selected.
- You can now add users to the organization, and give each user a role.
- You can select Edit on the organization to change its name or its description.
Related
Concepts:
Flows: