Organizations
Last updated
Last updated
From the Organization section from the top right, you click "Add Organization" to add organization to the project.
A search box appears where you can search for current organizations in the registry system.
If you find a current organization by searching for a name or an account ID, you can add the organization as a Partner to the project by hovering over the user and clicking "Add partner".
If you can't find the Organization by searching by account ID or name, you can create a new organization if you have a name and an email for the user. You click "Create" from the top right to enter the "Create New Organization" dialog.
Complete providing the name and contact email to invite the organizatino to join the registry and your project.
The contact user will receive an email with details on how to complete the setup, first a user account and then the organizational account. Also see "Create a user account" and "Create an organizational Account". He will also receive an invite notification to join the project on behalf of the organization.
When you have invited the organization to join, you are invited to assign its role to the project. The organization may be:
Partner
Project developer
A partner can have different meanings, e.g., a sub-project proponent, a rating agency, or another who has an interest in the project.
After you send the invite, you'll see that the new organization is "Pending" approval to join the project.
When the user accepts on behalf of the organization the status changes to "Approved". If you see the user hasn't accepted it within a reasonable time, you can go from the action panel on the right side and resend the invitation.
From the action panel, you can also change the role of the organization.
Only admin users can change roles.
