Go to Organizations Tab. This will show the Organizations Overview. The overview will show the Organization Name, Type, Tags, and Creation Date.

At the bottom, you'll see the total number or rows or organizations. You can also change the limit of rows per page.

You can use the Search Bar to find a specific entry.

You can also use the Type filter to filter by type. There are 3 types in the system. Practice, Distributor, and MedFlow (Internal).

You can sort the list in ascending or descending order by clicking on the selected column's header.

At the top right, you'll see the New Organization button. This will open the Add Organization Form. There are 4 sections in the form. Once you complete the form, click on the button Create Organization to save the profile in the portal.

Complete Address

City must be in complete form. Do not use shorter terms of City names.

If you wish to update an existing Organization in the portal, just select the organization and open the profile.

In the details page, you'll see the organization form details. You can make updates by editing the existing details and clicking the Save button once done.

To view the members list, just go to the Members tab. It will show you the Member names, Emails, Roles, and Date of Membership.

Each member can be managed separately by opening the member settings. In the settings, you can view member's permissions and organization access.

Viewing Member's Permissions will take you to the Permissions page where you'll see the list of section, member's permission to Create, Read, Update, and Delete, and a button to override.

Only authorized staff can make changes with the permissions.

Use the Add Permission button to open the request form.

To view and add organization access, just open Member's Settings, Click on Organization Access.

It will show you the Organization and Type.

To add Access to Organization, Click on the Add Access to Organization button.

To manage Organization's Relations, you can open the Relations page. It will show list of organizations this organization is related to. It will show the type, relationship, and commission.

You can update each row by clicking on the edit button.

In this tab, you'll see the Organization's location (can be multiple locations).

It will show the organization's details such as:

You can also add a location by using the Add Location button. This will open the Add Location Form.

In the Pricing Tab, you'll see the list of the Organization's products. You can edit or delete existing ones. You can also add a product pricing using the form in the page.