Welcome to the training video on how to add a new organization
From the main dashboard, navigate to the “My Organizations” page
To add a new organization, click on the “Add Organization” button
Enter the organization details in the Add Organization form
The administrator email, name and contact number will be prefilled from the user profile.
To change the default administrator, clear the email id and enter a new id.
The name and contact details will be filled in automatically.
Note: the new email id has to be that of a registered user in the eFile and eServe system.
Similarly, the second administrator can also be added by adding a registered email id.
Finally, click on the “Save” button to add the organization.
The confirmation message will be shown on the My Organization page
The details of the new organization will be shown in the “My Organizations” table.
To edit the details of the organization, click on the “Edit” link. The edit link is available only to the organizations you are an administrator of.
Make your edits and click “Save”
Click on the name of the organization to see the organization details page
The “Active Members” table shows the users added during the organization add process.
Click the “View More Organization Details” button to see the full details of the organization
Thank you for watching the video tutorial on how to add a new organization.
For more help, visit the support menu on the dashboard.