Setting Up Your Custom Types of Organisations

Objectives:

• Learn the basics about types of organisations
• Learn how to setup types of organisations

Introduction

When you add an organisation, one of the required forms you have to fill out is the "Type of Organisation". Type of organisation creates a category for organisations when completing due diligence reports and reporting. This will also show up on your data used to build your dashboards.

As a super administrator, you can edit, categorise and add your different types of organisations on the portal to match your projects which will aid in better management of your different stakeholders

All changes can be done only from the Settings Panel.

How to Setup Types of Organisations

First, head over to the Setup Panel by clicking [Settings] at the left-hand sidebar.

Scroll down to System Settings and choose "Organisation Type". 

You can edit the current types of organisations or delete them by clicking on either the delete or edit button. To add a different type of organisation, click on the addition button at the bottom of the page

Changes made will reflect on

• Add organisation form
• Organisation export from insights page
• Susurate data exports 
• Due diligence exports