Organisations

Overview

An organisation is an entity that holds a license to the service and is usually either:

1.  The organisation with the requirement to report using the output of the service; or
2. A service provider using the service to fulfil the reporting requirements of their clients.

A user can be an account owner of a single organisation but can be assigned access to many.  The user can switch between organisations that they have access to using the Organisations dropdown list in the main toolbar:

Creating an organisation

When a new user signs up for the service, an organisation is created at the same time and they will become the account owner*.  The following organisation properties must be provided (in addition to the first and last name of the user) when a new user is registering for the service:

First Name: Enter the first name of the new user account.

Last Name: Enter the last name of the new user account.

Organisation Name: Enter the name of the organisation.

Organisation URL: Enter the URL of the organisation's public-facing webpage.

Country: Enter the country of the organisation. This is needed for billing currency and correct VAT treatment purposes. This cannot be changed after the account has been created.

Referral Code:  Enter the optional referral code of any company that has referred you to the service. This is needed in order to participate in the service's referral program.  This must be entered on account creation and cannot be added at a later date.

The new user created will automatically be subscribed to our support email distribution list and can optionally opt-in to receive any more information on other products or services we offer.  You can change the default opt-in values on account creation or at any time in the Update Profile menu.

*Note, a user who follows the link sent to them by an Admin user sharing their account with them does not result in a new organisation being created.  The Delegate will not be an account owner of any organisation in this instance.

Editing Organisations

Once the organisation has been created, its details and other billing properties can be edited (by the account holder only) through the Update Profile option of the main menu.  

Points to note:

• Only the Account Owner can edit organisation details.
• Only valid EU VAT numbers will be accepted.  The service will perform an external validation of it.
• The Country cannot be changed.  This is due to billing currency and VAT purposes.  if the wrong country was entered, you must create a new organisation or contact support.
• Referral code cannot be modified after the organisation was created.

Deleting Organisations

Only the account owner can delete an organisation.  This can be done using the main menu:

Leaving an Organisation

If you are not the account owner you can leave an organisation using the main menu.  

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You would need to be re-invited to the organisation in order to get access to it once again.