How Do I Add an Organization?

Only Super Administrators can add, edit and delete Organizations. Detailed information about role functions can be found here: https://help.bocada.com/knowledge/user-roles 

To add an Organization, the Super Administrator must go to the Administration menu item and select ‘Organizations’. 

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In the upper right hand corner, navigate to the “+” symbol and click on it to add a New Organization.

BC_NewOrg_10Dec2023When creating a new Organization, it is best to create an organization name that will be the most broadly familiar to anyone accessing the Bocada system. Once you have entered the name, don’t forget to click ‘save’ at the bottom of the navigation.