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Organisation View

Head Office Organisation TYPE:

Except Head Office Account, all other types lable reflected the usages of the Organisation.

Head Office Account:

Commonly, Only one Head Office Account Organisation exist, which is the Hosting Organisation. However, you are free to add more if you want an organisation(like us) to view and support you to manage the portal.

The head office account should be the owner of the portal. Being Assigned as an Admin in Head Office Account means this user has all priviliage on all data in this portal

Add an Organisation

  • Add a New Organisation: Click Add Organisation in the top right corner and enter the required datasets. Note that the Organisation ID can be left blank if one is not available.
  • Configure Head Office Settings: Set YOUR Organisation as the head office account. This allows the head office administrator, which is the owner of the Portal to view all documents and assign them to account managers.
  • Example Setup: As an example, you can enter "JCSM" for the Organisation name and "Jcsm.com.au" for the supplier contact email.
  • Include Special TD Office Requests (OPTIONAL) : Fill out the address details, rebate code, and redistribution percentage, as these are special requests required by the TD office.
  • Finalise and Refresh: After creating an authorization refresh, the page will update immediately to reflect the newly created Organisation.

Import Organisation Using CSV

  • Access the Import Tool: Click the Import CSV option located in the top-right corner of the screen.
  • Download the Template: Download the provided CSV template to ensure your data is formatted correctly.
  • Fill in the Data: Populate the template with your organisation details, which can include customer ID, name, type, contact email, location, and description.
  • Note Required Fields: Ensure you provide the mandatory fields: name, type and contact email. All other fields in the template are optional.
  • Check organisation Types: Be aware that currently, only a limited set of organisation types is supported. If you need additional organisation types added, please reach out to the team to have them expanded.

Manage Organisation & Users

This guide explains how to edit an organisation's details directly within the organisation management area.

  • Access the organisation: Click on the specific organisation line you wish to edit and scroll to the bottom of the page.
  • Update Information: Just like when creating an organisation, you can modify the dataset, change the organisation type, and update the contact email as needed.

Add Users to an Organisation

This guide explains how to add or invite a new user to an organisation directly through the organisation tab.

  • Access User Management: Navigate to the organisation tab and click organisation Users to open the user management view.
  • Add User Details: Click Add User and enter the person's details, including their name, email (e.g., Jane@gmail.com), job title, and phone number.
  • Configure Login Access: Note that by default, the user is set as a contact-only entry without login access. You can change this setting if you want them to be able to log in and view their organisation's information.
  • Finalise: Once the details are saved, the user will be successfully added to the organisation.

Export Organisation List (Updated May 2026)

By Click the Export Excel Button, an index report for all organisation's current file information will be downloaded locally. report-organisation