Organization Information holds the data about your organization and its points of contact. Everything you enter here is used to automatically populate your generated deliverables. To access, select Org Info from the left-hand navigation menu.
General Organization Information
Under General Organization Information, enter your:
- Organization Name
- Organization Street Address
- Organization Suite
- Organization City, State, ZIP
System Owner Information
Under System Owner Information, enter:
- System Owner Name
- System Owner Title
- System Owner Organization
- System Owner Address
- System Owner Phone
- System Owner Email
Additional POC
To manage Additional POCs:
1. Select the plus icon in the Additional POC panel. Complete all fields.
2. Select the red trash icon to remove a POC.
3. Select a contact’s name from the Additional POC panel to edit their Name, POC Type, Title, Organization, Address, Phone, and Email in the panel to the right.
Organization Logo
To add your Organization Logo:
1. If there is not an existing logo, select the box under Organization Logo and upload a file.
2. If there is an existing logo, click the logo and upload a new file.
Once confirmed, the logo displays in the panel and auto-populates in generated deliverables.
