Knowledge Base - Portal Guides

Add an organisation

When you first login you will land at the organisations screen. Here you can select and manage existing organistions that you have access to, or you can add a new organistion.

Click the Add New organisation button and you'll go to the screen that allows you to search for your organisation by ABN. If you don't want to add a business organisation, you can select the option to create a personal organisation instead.

A personal organisation still has access to the same features but it can't invite other users and assign roles/permissions.

When you submit an ABN search, the organisation details will be filled in.

And you'll be presented with the options to set a label and enter your organisation contact details.

When you're ready, declare that you are authorised to add this organisation and submit the form.