How do I create an Organization?

How do I create an Organization?

It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
Mindmatrix allows you to create organizations and assign roles to users with respect to their designation.

To set up an Organization, follow the steps mentioned below:
   
Access the “Organizations” gallery, by going to the Setup tab, and then selecting “User Management”.
 

From there, select "Organizations" and click on the "Create" button. 



When you have filled out all  mandatory (red asterisk) data fields, click on on the arrow icon to move to the “Add Users” section.


Use the add/remove toggles to select which Users will belong to the Organization. (Note that a user can only belong to one Organization at a time). When you are finished, click on the arrow icon.



Any roles that you select using the add/remove toggle will automatically apply to all users within the Organization. When you have made your selections, click on the “Finish” button. 


Your new organization will appear in your gallery.



    • Related Articles

    • How do I manage Organizations within the Organizations gallery?

      A user 'Organization' is the second highest administrative tier on the Bridge platform (User account -> User Group -> Organization -> Company) and is typically used for managing partner interactions on an entity level. From the Organizations gallery ...
    • How do I set up an Organization Group?

      Why Create Organization Groups? Creating a “Group” will allow you to easily organize your Organizations to share assets or assign system level permissions in Mindmatrix. Groups will let you share assets with large numbers of Organizations ...
    • How to create Organization field-based Goals?

      Submit a request to support@mindmatrix.net to enable the Organization field based Goals option in your portal. Once you get the Organization Goals access follow the below steps to create an Organization Goal for your Organization: 1. Navigate to ...
    • How to assign an MDF Plan to an Organization or Organization Group

      Feature: This enhancement allows users to assign MDF Plans to multiple Organizations and/or Organization Groups. Who will be using this? This enhancement will be useful for enterprises that work with a large number of partner Organizations. (The ...
    • What are the organization smart list condition options?

      There are many options to create organization smart lists in Mindmatrix. Below outlines the options available for the condition filters within the organization smart list. To learn how to create an organization smart list, follow the instructions ...