Objective: Learn how to add organizations to Probatum to serve as third-party service providers.
Adding Organizations can be performed by Administrator users only.
- Click the blue User icon in the top toolbar.
- Select "My Account."
- From the Account Administration menu, select "Organization."
- Click the Add New button in the bottom right corner of the screen.
- Enter the Organization Name, Phone, and Address in the corresponding fields.
- Add the Name and Email for the individual who is the Primary Point of Contact in the corresponding fields.
- If you wish to allow client sharing with this organization, check the box labeled "Sharing enabled."
- Click Save.