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Grantee Reference Guide in order to activate their account and be able to log in.
Creating a New Organization Manually (WPP Staff Only)
The steps for creating a new organization manually are similar to those for creating a new user manually. Follow the steps laid out here below to see how to do so.
To create a new organization record, only one field is required: Organization Name. That said, we like to have the following fields filled out (when applicable) for all organizations:
- Organization Name
- Street Address
- Street Address 2
- City
- Country (always pre-populated with "United States")
- State/Province
- Postal/ZIP Code
- Organization Phone (can be principal investigator's phone number)
- Organization Email (can be principal investigator's email address)
- Website (for OAC organizations that have a dedicated website, ignored for PERC)
- Tax ID (critical for OAC organizations, but no PERC organizations will have a tax ID)
- Primary Contact
To begin creating the new organization record, first click the Green Plus ("+") button at the bottom of your Fluxx dashboard as you would to add a new card to your dashboard (see screenshot, below).
Once you do so, the normal screen for "Add a Card or Record" will appear. From that window, first select the "Organizations" card. Then, to close the window and go back to the dashboard, click the "X" button at the bottom of the screen (see also the screenshot below).
Once you click on the "X," you'll be taken back to the dashboard. To create the new organization, hover over the icon in the top left-hand corner of the "Organizations" card you just added to the dashboard. As your mouse hovers over the icon, the "Organizations" icon will change into a Plus ("+") sign and a small text box saying "New Organization" will appear. Click on the plus sign (see also the screenshot, below) in order to begin creating the new record.
Clicking the Plus ("+") will pull up a new card to the right of "Organizations" called "New Organization." This is where you'll enter in the information of the organization you wish to create. The field "Organization" is the Organization's name; this is the only field that is technically required, though it's worth noting that the we like to have most of (if not all of) these fields filled out for data integrity's sake.
Registering as a New User
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