Validation and Opportunity Creation for Organisations in Moderation

Modified on Tue, 23 Nov 2021 at 10:40 AM

Did you get blocked when trying to add an opportunity or complete a validation on the organisation you added?

For instance, did you face the 403 Forbidden message while attempting to access the validation page?

You might have tried adding new opportunities for your organisation too.

Then you found out you can't find your newly created organisation from the list when attempting to add a new opportunity.

If any of this was the case (or both), don't worry about it. Nothing is wrong with your platform. You will need to wait for your organisation to be moderated by your super administrator.

By default, users will have to wait for the organisation to be approved before adding any opportunities, reports, or due diligence forms.

In other words, the organisation profile only becomes usable once the organisation has been approved, which users will get notified via email like the one shown below once the organisation has been moderated.

If you want to know more about this setting, check out the feature article for organisations in moderation.

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