Organizations

TABLE OF CONTENTS

• Organizations
• Where can I find organizations? 
• How can I create a new organization? 
• How can I delete an organization?
• Related articles 
• More information

Organizations

An Organization represents your B2B (Business-to-Business) customers. While a "Student" is an individual taking a course, an "Organization" is the legal entity (company, NGO, or government body) that those students belong to. Think of it as a container that groups students, handles their bills, and manages their corporate training path.

Organizations can have multiple contacts and a contact can be linked to multiple organizations. You can also choose one or multiple key contacts within an organization who will be able to see all information of all contacts within that specific organization by having access to the business portal.

In the organization tab you can see the names of the organizations and the number of users connected to this organization. Next to that you will also see the key contact user connected to this organization.

For more information on facilitating B2B operations with Eduframe, click here.

Where can I find all organizations? 

Underneath Contacts in the global navigation of Eduframe, you will find four tabs: Contacts, Organizations, Teachers and Duplicate Users.

How can I create a new organization? 

To add a new organization to Eduframe: 

1. Navigate to Organizations in the left-hand sidebar.

2. Click the + New Organization button in the top right corner.

3. Fill in the essential details:

   • Name: The legal name of the company.

   • Category: Useful for reporting (e.g., "Government," "Healthcare," "Partner").

   • Address Details: Ensure these are accurate for automated invoicing.

   • Extra custom fields that you configured for Organizations.
     Click here for more information about custom fields. 

4. Click Save.

How can I delete an organization?

You can delete an organization in Eduframe: 

1. Navigate to Organizations in the left-hand sidebar.

2. Click the Organization.

3. Click on the Trash icon (next to save). 

4. There will be a pop up that explains what happens when you delete an organization: 

   1. Unlink all contacts, orders, invoices and opportunities from the organization

   2. Delete the organization’s notes and tasks

5. Click Delete. (or Cancel)

Related articles 

• Reducing duplicate organizations
• Facilitating business to business operations (B2B) in Eduframe
• Business Portal and Key Contacts
• How to Create and Import Contacts, Teachers and Organizations
• Risks when using key contacts and linking existing enrollments to personal programs

More information

Click here for all Eduframe articles. 

Click here if you have any questions for support.