Creating a Secondary Organization

To create a secondary organization:

  1. Navigate to the Organization Profiles Page
  2. From the Organization Profiles page, select the Add Icon Add Icon.

    The Add Secondary Organization page displays and you are prompted to validate your identity by completing two-factor authentication (2FA).

  3. Enter information in the available fields, including banking details. Mandatory fields are labeled with Required. You cannot save the secondary organization profile without completing these fields.

    Values for the secondary organization differ from the values for the primary organization.

  4. Click Save Changes.
    • A Success message displays, confirming you saved the secondary organization.
    • The application returns to the Organization Profiles page. The new organization's name and address details displays on the left side of the page.