Organizations are a group of Facilities. For example, the entire company's name may be the Organization, and each location within the company might be a Facility. Multiple Departments will exist within each Facility.

To set up your Organization, Facilities, and Departments, log into the web app:

  1. On the left side, click Settings.
  2. Select Organizations.
  3. We will have already created your Primary Organization; click this to load your Facility.
  4. You must have at least one Facility, but you can click New Facility to add another one.





Please note: When a new facility is created, no User Groups have access to it. Please navigate to the Groups page to add access to this facility.

Now, you can set up Departments within your Facility.

  1. Select the Facility.
  2. Click New Department.






Now, enter the Department details:

  1. Enter a Name.
  2. Click Save.