Overview
Element451’s Organizations module allows you to efficiently create, manage, and import organizational data. Easily add new organizations manually or through CSV imports, update details, and manage members. Utilize intuitive tools for viewing, editing, and deleting organizations to keep your database accurate and up-to-date.
Creating Organizations
Option 1: Manually
Option 1: Manually
Navigate to Contacts > Organizations.
Click the + New Organization button in the right corner of the header.
Complete the required fields to add a new organization:
Information
Name
Type
Domain
Website
Labels
Assignee
Contact
Phone Number
Location
Territory
Click Save in the top right corner.
Once the Organization has been created, you can open it to:
Add identities
Add members
Option 2: Import
Option 2: Import
Navigate to Contacts > Organizations.
Click on the three vertical dots
in the right corner of the header.Select Import Organizations.
Download the .CSV template and add your data.
Select Mode: Choose what happens with the data from the template when re-imported.
Ensure each organization has an identity value (CEEB Code, Custom ID, or SIS ID) to determine if it is new or existing. If an identity value is not provided, E451 will treat it as a new organization, potentially causing duplicates or being ignored, depending on the selected mode. Insert New: Creates new organizations and ignores existing ones.
Update Existing: Updates existing organizations and ignores new ones.
Insert New or Update Existing: Creates new organizations and updates existing ones.
Click Add File and select the template to re-import.
Click Import in the top right corner. An import status will provide the breakdown of the results.
Managing Organizations
Viewing + Editing Organizations
To view an organization, click the three vertical dots
at the end of the organization's row. Then, select Open. When viewing an organization, you can also update any of the fields just as you would in other modules in E451.
To edit an organization, click the three vertical dots
at the end of the organization's row. Then, select either Open or Edit.
You can use the Import feature to update your organizations in bulk. To do so, follow the same process outlined above in Creating Organizations.
Deleting Organizations
To delete an organization, click the three vertical dots
at the end of the organization's row. Then, select Delete.
Adding + Removing Organization Members
To add members to an organization, open the organization and click the plus sign icon in the header.
To remove members or view their profile, click the three vertical dots
at the end of the member's row.