Create and Manage Organizations

This guide covers how to create new organizations and manage existing ones in Turfpal.

Creating a New Organization

Accessing the New Organization Form

1. Navigate to the "Organization" section under "Settings" in the left sidebar.
2. Click on "New Organization" to open the creation form.

Filling Out the Form

The New Organization form is divided into several sections:

Identification

1. Active: This toggle is enabled by default to make the organization immediately active. (Enabled by default)
2. Name: Enter the organization's name.
3. Type: Select from the dropdown menu.
4. Reference number: Enter if applicable.
5. Date of starting up: Click "Select date" to choose.
6. Email: Enter the organization's contact email.
7. Phone: Enter the contact phone number.
8. Parent: Select a parent organization if applicable.
9. Preferred unit standard: Choose from the dropdown.
10. Currency: Select the preferred currency.
11. Upload logo: Click "Select file" to upload the organization's logo.

Permissions

Set the access levels for the organization:

• Standard access
• Assessment access
• Light rig access

Check the boxes for the types of access you want to grant.

Subscription

1. End of subscription: Click "Select date" to set the subscription end date.
2. Set additional access options:
   • Soilscout access
   • Spectrum access

Check the boxes for the types of access included in the subscription.

Saving the New Organization

Click the "Save" button at the top of the form to create the organization.

Managing Existing Organizations

Accessing Organization Management

1. Go to the "Organization" section under "Settings".
2. You'll see a list of all existing organizations.

Editing an Organization

1. Click on an organization's name in the list to open its profile.
2. Make necessary changes in any of the sections.
3. Click "Save" to apply the changes.

Deactivating an Organization

1. Open the organization's profile.
2. Toggle the "Active" switch to off.
3. Click "Save" to deactivate the organization.

caution

Deactivating an organization may affect access for all users associated with it. Ensure you understand the implications before proceeding.

Managing Permissions and Subscriptions

1. Open the organization's profile.
2. Adjust the checkboxes in the Permissions and Subscription sections as needed.
3. Click "Save" to apply the changes.

Updating Logo and Contact Information

1. In the organization's profile, scroll to the Identification section.
2. Click "Select file" to upload a new logo.
3. Update email, phone, or other contact details as necessary.
4. Click "Save" to apply the changes.

Best Practices

1. Regularly review organization profiles to ensure information is up-to-date.
2. Be cautious when changing organization types or parent organizations, as this may affect user access and data organization.
3. Keep track of subscription end dates and renew in advance to avoid service interruptions.
4. Use clear, descriptive names for organizations to facilitate easy management.

tip

You can always come back to edit these details later by accessing the organization settings.

note

The "Back" button at the top allows you to return to the previous screen without saving changes, which is useful if you need to check information elsewhere before completing the form.