Adding a New Organization

❗️

Important

Before adding new Organizations, you should first customize the Organization Template in the Templates tab of the BioT Console. For more information, see Editing the Organization Template.

Step 1 - Organizations Tab

1. Login to the BioT Manufacturer Portal.
   The portal opens to the Organizations tab and the Organizations List is displayed.

2. From the Organizations list, click Add.

Step 2 - General Page

In the Add Organization page that appears, you can now enter Organization information as described in Editing the Organization Template.

📘

Note

Not all fields in the Add Organization page are required to create an Organization. Required fields will have a red asterisk next to them.

The image below shows an example of the fields which may be present when adding a new Organization. The specific fields seen will depend on the fields configured in the Portal Builder in the BioT console.

Step 3 - Add The Primary Admin User

When you add a new Organization, you must also add the Primary Admin User, who is also the organization's first Organization Admin user. This is done automatically when you enter their name and email on the second of the two Add Organization pages.

1. Click Next to get to the Create Admin User page.
2. Enter the Admin user's Name and Email address and fill out any other required fields.

Step 4 - Add Organization

Click Add when you finish filling out all the fields.

The new Organization and Organization Admin User are added and you are returned to the Organizations list.

📘

Note

You can click on the X in the top right corner of the Create Organization pane at any time to discard the new device and return to the Organizations List.

For more information on configuring the fields available when adding new Organizations, see Configuring the Manufacturer Portal Layouts.

After adding a new Organization, the Organization Admin user is sent an email asking them to verify their BioT account. For details on how to do this, see Verifying Your BioT Account.