Add/Edit an Organisation using a browser
Updated Nov 17th, 2020
Who is this guide for?
Any Users
You can store the phone and address details for the professional firms. This guide will go through adding and subsequently editing organisations on Osprey.
Step 1
To add a new organisation,
Step 2
Fill in the details, the Organisation Id should be unique and be a short description (no spaces) of the Organisation Name
Click Save when finished.
Step 3
To edit an organisation,
Click the Pencil edit icon
You may make any changes you need and click Save, or delete the Organisation if it is no longer required.