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Add organizations to a Client Manager

  • Updated

There are several different ways to add organizations to a Client Manager.

  1. Create a new organization
  2. Create several new organizations
  3. Add existing organizations to a current CM
  4. Add organizations to a new CM

Create a new organization

Requires access to CM as administrator or super administrator

  1. Select Organizations > All organizations from the side menu
  2. Click on the Add organization button at the top right
  3. Fill in the form here, e.g. Parent company is indicated if this also belongs to the organization.

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Add multiple new organizations

Sometimes there is a need to add multiple organizations simultaneously, e.g. when we set up a new group.

Be sure first to configure CM to set up the correct subscriptions and features https://support.boardeaser.com/hc/sv/articles/7781400615058.

  1. Select Organizations > All organizations from the side menu.
  2. Click the side arrow of the Add Organization button and select Create multiple organizations.
  3. Fill in the name and organization number and create the organizations.

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Add existing organizations to a current CM

This requires that you are an administrator in the organization and the CM.

  1. Select Organizations > All organizations in the side menu.
  2. Click the side arrow of the Add Organization button and select Add Existing Organizations.
  3. Organizations that the logged-in user is an Administrator in are visible here.
  4. Click to invite organizations. The organizations that are already connected to another CM cannot be added.

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Add organizations to a new CM.

This option applies to group existing organizations with a CM for invoicing.

  1. Log in to Manage and locate the current CM under Organization > Client managers
  2. Click on CM Organizations at the top right.
  3. Click on New CM Organization at the top right.
  4. Locate the Organization ID under Manage > Organization > Organizations.

 

To avoid giving the wrong user access to organizations, the following applies in Manage:

  • Adding organizations to a CM is impossible if there are users.
  • It is not possible to add users to a CM if there are organizations.