Manage Organisation

Manage Organisation

Create an Organisation 

- Access the Memberbase dashboard. 
- Navigate to the "Organisations" section. 
- Click on the “Quick Create” or “Create an Organisation” button. 
- Enter the organization's information, such as the organization name, address, company number, website, and any other relevant details. 
- Save the organization's information by right-clicking on Create “organization”. 

Edit an Organisation 

- Access the Memberbase dashboard.  
- Select the contact you wish to edit. 
- Click the “view more” button on the top left area of the selected organization. 
- Once you have accessed the organization, you can update the information you want to change, such as the organization name, description, or contact information. 
- After you have made the necessary changes, be sure to save your updates by clicking on the “update organization” button before leaving the page.

Search for Organisations  

- Access the Memberbase dashboard. 
- Navigate to the "Organisations" section. 
- Click on the “search bar”. 
- Enter the information you have for the organization you want to find, such as their name, email address, phone number, or any other relevant details. 
- Hit the "Search" button. 

Add contact to an Organisation 

- Access the Memberbase. 
- Navigate to the "Organisations" section.   
- Select the Organisation that you wish to add a contact to. 
- Click on the “view” button on the top left area of the selected organization. 
- Look out for a “manage organization” dropdown and right-click. 
- Click on the “link contact” button. 
- Click on the “link contact” button to save.