Edit Organizations

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Job Aids

To edit an organization, follow the steps below:

Method 1

  1. Click the checkbox next to the organization name. Then, click the Edit button (pencil icon).
  2. Click the Edit button (pencil icon).
  3. On the Quick View panel, make the required edits.
  4. Click on the Save button.

Method 2

  1. Click on the Organization name to open the Organization Details screen.
  2. Click on the Edit button and make the required changes to the organization.

  3. Make changes to the Organization, Contact, and Additional Information sections and click on the Save button.