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Excerpt

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Objective: Learn how to add organizations to Probatum to serve as third-party service providers.

Info
Adding Organizations can be performed by Administrator users only.

Click the blue User icon in the top toolbar.

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Select
Select "My Account."
From the Account Administration menu,
select
select "Organization."
Click
the
the Add New
button
button in the bottom right corner of the screen.
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Enter
the
the Organization Name, Phone,
and Address in
and Address in the corresponding fields.
Add
the Name and Email for
the Name and Email for the individual who is
the
the Primary Point of Contact
in
in the corresponding fields.
If you wish to
allow
allow client sharing
with
with this organization, check the box
labeled
labeled "Sharing enabled."
Click
Click Save.

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