1. Provisioning Guide
  2. Organization Tasks
  3. Add Organizations

Add Organizations

  1. From the application menu (Shows the application hamburger menu icon.) or Home page, click Organizations, and then click Add Organization.
  2. Specify details to identify the organization.

    When you identify the organization, you provide high-level details such as the address, contact information, website address, and an image to represent the organization.

    The image shows the first screen for adding organization details.

  3. Configure the organization.

    When you configure the organization, you select the hosting environment, define the organization profile (including the number of locations and workstations), and the type of organization (for example, Simphony Essentials or regular Simphony). You also set the language and time zone and the start of week.

    The image shows the second screen for configuring the organization.

  4. Add the first user.

    In most cases, this is another administrator who can manage organizations in the app.

    The image shows the third screen for adding the first user to the organization.

  5. Review the organization information you entered and then click Submit.

    The image shows the fourth screen for reviewing organization details.

Note:

It can take up to 50 minutes for the provisioning process to complete. See Check Provisioning Status for more information.