User Guide

Affiliated Organizations

Connect your affiliated organizations

Now administrative Enterprise subscribers have the ability to arrange organizations into their desired reporting structure. Individual organizations can only see their own information and view reports of the organizations “beneath” them.

  • To manage the structure of your affiliated organizations, navigate to Settings (click your name in the upper right-hand corner). There, you’ll see a new screen called Affiliated Organizations. Only admin can make these changes.
  • Keep each organization’s information separate while giving account owners the ability to organize and view every organization’s activity.

 

  • Produce a report for a single organization or for a given set of organizations. Navigate to Reports at the top of your dashboard and select “Include Affiliated Organization” which will include all of the organizations “beneath” yours.