Add New Organization Workflow

Add New Organization Workflow#

This section provides workflow details to assist in adding a new organization to the system. This workflow contains the following three steps:

How to Find Workflow?

“Add New” workflows can typically be started by clicking the Add New button.

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Add New Organization#

Steps for Adding a New Organization#

  1. Fill out the Organization Info Form.

See: Profile Information Section

See Profile Information Section for details on how to fill out the form.

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Organization Info Form#

  1. Add Users to the Organization

See: Add New User

See Add New User for details on how to add users.

  1. Finish

The Finish section allows you to do either of the following:

  • Save and Finish the Workflow, or

  • Add a CIT Corporation to the Organization.