How to Create/Edit an Organizations*

Overview

This tutorial explains how to create organizations and add clients to an organization

What is an Organization

An organization is a group of clients grouped together. Usually tags are used instead of organizations but if you prefer to use organizations you can do so by using the instructions below.

Disclaimer

StudioCloud does not support running any reports for organizations. If you would like to run reports we recommend using tags instead of organizations.

How to Enable Organizations

Click on the Clients component
Click on the Settings tab
Click on the Customize Client Fields button
Click on the Custom Fields tab
Click on the Enable Organizations Tab checkbox

How to Create/Edit an Organization

Click on the Clients component
Click on the Settings tab
Click the Manage Organizations button
Click the New Organization button or edit an existing organization

How to Add a Client to an Organization From The Organization Window

Open the organization using the instructions above
Click on the Clients In Organization tab
Click the Add Clients button
Add the desired clients to the organization

How to Add a Client to an Organization From The Client Window

Edit the Client
Click on the Orgs tab
Double click on the desired organizations