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Organisation Manager

On the Organisation Manager an organisation which is verified is indicated by a green tick.

Organisation’s which do not have a green tick indicates the organisation is still in verification mode.

 

 

The organisations displayed on the organisation manager is dependent on the users security level access.

If you have access 2 or more organisations (ABN) then the Organisation Manager will appear when you log in.

Verification Mode

The three main tabs associated to the verification status of an organisation are:

• Company Details
• Branches
• Contacts

For an organisation to be activated - the Company Details needs  to be verified.

For company details to be verified the following must occur: the BSB/Account Number on the Branches tab needs to be verified and the Office Holders details on the Contacts tab need to be verified.

User must have access to the organisation manager screen to be able to view the status of the organisation.

 Select Organisation

  1. To select an Organisation highlight the row on the Organisation Dashboard
  2. The loading dialog will appear and the user will be returned to Dashboard for that Organisation. 

    3. The Organisation name will appear in the Title Menu.


Filtering and Sorting

  • You can filter and sort each column

Security

  • The organisations displayed on the organisation manager is dependent on the users security level access

 

 

 

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