Creating Organizations in the Membership Dashboard

One of the features of the Membership Dashboard is the option to create and organize unique organizations for Members to use. Doing so gives Members the option to select a pre-existing organization during the signup process (this option can be disabled in the Membership Dashboard).

Selecting Organizations from a pre-filled list

Part of the Membership Signup process requires the Member to fill in their organization. Depending on the purposes of the Administrator, they can choose to have members type in their organization or pick from a pre-approved list.

From the Membership Dashboard, navigate to Membership > Settings
Scroll down to Advanced Options
Toggle on the Use Pre-Filled Organization List checkbox
Select Save Changes

How to Create Organizations

From the Membership Dashboard, navigate to Organizations > Organizations
Above the Organizations table, select Create

You will now be taken to the Organization Editor Form where you can create your organization.

Details

Name - Enter the name for the organization under this field.

Internal Code - The Internal Code is used within the team. Enter any code that your team may need to accurately track your list of organizations.

Tax - Enter the tax percentage for members to pay along with the initial price under this field.

Managers - This field is used to designate the Managers in charge of the created organization.

Address Information

Address Line 1 - Enter the primary address of the organization under this field.

Address Line 2 - If your organization has a secondary address, enter it under this field.

Choose a country - Enter the country the organization belongs to under this field.

Address State - Enter the state or province the organization belongs to under this field.

Address City - Enter the city the organization belongs to under this field.

Zip/Postal Code - Enter the postal code for the organization under this field.

Address Phone - Enter the phone number for the organization under this field.

Media Links

Website URL - Enter the URL for the organization under this field

Advanced

Notes - Enter any notes you may have for the organization under this field. Notes will only appear in the Membership Dashboard and are not visible by Organization Members.

Bulk uploading Organizations

For convenience, multiple organizations can be uploaded into the Membership Dashboard as a spreadsheet.

From the Membership Dashboard, navigate to Organizations > Organizations
Above the Organizations table, select the upload icon on the top right

Select Download Template

Fill out the information outlined in the Headings in the Organizations Upload Template step below
Save the document as a CSV file
From the Membership Dashboard, navigate to Organizations > Organizations and select the upload button
Select the Drag and drop some files here, or click to select files button to upload your template

A xlsx file will now be downloaded onto your device. Open the file with any spreadsheet program and fill in the information outlined above. Please note, the code field must be left blank for the upload to work.

Once done, you can now upload the file by selecting the Drag and drop some files here, or click to select files field.

Headings in the Organizations Upload Template

The Organizations template has multiple columns to fill out. Below we will define each column and their purpose.

code	This field is only necessary if you intend to edit an existing organization. Enter the Organization code under this column to edit their information. Organization codes can be found by selecting the download button under Organizations > Organizations. Leave this field blank to create a new organization.
name	Enter the name of the organization under this column.
internal_code	Used if the event or organization has internal codes for the organization, for example, a contact ID. This column will populate in the Organization's Internal Code field under Details in the Membership Dashboard.
payment_code_prefix	Enter the payment code prefix under this column.
tax	Enter a numerical value between 0 and 100 to charge members of this organization a tax percentage.
managers	Enter the attendee code of any contact to assign them as a manager.
address_line_1	Enter the first address of the organization.
address_line_2	This is the second address of the organization, typically used for secondary locations.
address_city	Enter the city the organization belongs to.
address_state	Enter the state the organization belongs to.
address_country	Enter the country the organization belongs to.
address_zip	Enter the zip or postal code of the organization under this column.
address_phone_work	Enter the phone number of the organization (such as a support number for customers) under this column.
website	Enter a link to the organization's website under this column. This will populate the Website URL field under Media Links.
notes	Enter any notes you may wish to create for the organization such as special accommodations.

Deleting Organizations

Organizations can be deleted if no longer needed.

From the Membership Dashboard, navigate to Organizations > Organizations
Select the checkbox of the organization you wish to remove
Above the Organization table, select Actions > Delete
Select Confirm