How to manage customer organizations

This article explains how you create and manage organizations in Logwise. The function allows you to create a structure for the organizations you are working with and to assign persons to the organizations. The organization module is also connected to an external LEI register database to ensure accurate data entry and good data quality. 

1. Create a new organization

Click the menu "Contacts" and then "Organizations". Select green button "+ Create new organization". To see the menu "Contacts" you need to have the admin role "Contact administrator". 

Start typing the name of the organisation you want to add. The external LEI register will automatically retrieve the information. If the company is not in the LEI register you can simply add it manually in the box below "Organization name".

Fill out any missing information and click "Add organization"

2. Add organization contacts

Click the "add new contact" button

Click the search field and start adding contacts the organisation. 

3. Delete organizations

To delete an organization, click the 3-dots menu at the top right corner of the organization. Select "Remove" This will not affect any active or archived lists, audits, exports etc, the lists were created with that data and that will remain unless you edit the list. Removing duplicates and adding any missing data to your list of organizations will however help improve data quality going forwards for your own use of the Logwise service.

For additional information, please contact Logwise Support

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