Organizations

The Organizations area is where System administrators maintain master organization records in the platform. Each organization stores legal identity, location, and contact details. The same record can later be linked to a Supplier account, a Customer account, both, or neither—those accounts are created and managed under Suppliers and Customers.

Accessing Organizations

  1. Sign in with a System administrator account.
  2. In the left sidebar, open the SYSTEM section.
  3. Click Organizations.

Organizations list

The list shows all organizations, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge next to the name.

Use the Search field to find organizations by organization name or organization number. Results update automatically as you type.

Table columns

ColumnDescription
Organization nameSortable (default: name ascending)
Organization numberThe organization’s registration or identifier number
MunicipalitySortable
RegionSortable
ActionsRow menu (see below)

Pagination shows Showing X–Y of Z results (20 organizations per page by default).

Sorting

Open the column header menu (three dots) on sortable columns and choose Sort ascending or Sort descending for:

  • Organization name
  • Municipality
  • Region

Row actions

Open the Actions menu (⋮) on a row.

ActionWhen availableDescription
ViewActive organization onlyOpens the organization profile
EditActive organization onlyOpens the Edit organization side panel
RecoverSoft-deleted organization onlyRestores the organization (see Recover an organization)
DeleteActive organizationSoft-deletes the organization (see Delete an organization)
Permanently deleteSoft-deleted organizationRemoves the record permanently when allowed (see below)

Add organization

Click ADD ORGANIZATION above the table to open the Add organization side panel.

FieldRequiredNotes
Organization nameYes2–255 characters
Organization numberYes2–255 characters
Legal formYesPrivate, Public, or Mixed
Type of organizationYesSchool, Business, Municipality, Government agency, or Other
School typeIf type is SchoolRequired only when Type of organization is School (e.g. primary school, upper secondary school, adult education)
CountryYesSelect country first
RegionYesOptions depend on the selected country
MunicipalityYesOptions depend on the selected region
Post numberYes2–255 characters
Digital addressNoOptional URL or digital contact (2–255 characters if provided)
AddressYesStreet or physical address (2–255 characters)
Phone numberNoOptional
WebsiteNoOptional; must be a valid URL if provided
EmailNoOptional; must be a valid email if provided

Country, Region, and Municipality work together: changing the country resets region and municipality; changing the region resets municipality.

Click CREATE to save. The new organization appears in the list and can be used when creating Supplier or Customer records.


View Organization

View an organization by clicking View in the Actions menu (⋮) for the specific organization.

The header shows the organization name, region, and address, with an EDIT button.

Details

FieldDescription
Organization nameLegal or display name
Organization numberIdentifier number
Legal formPrivate, Public, or Mixed
Type of organizationSchool, Business, Municipality, Government agency, or Other
School typeShown only when type is School
CountryCountry name
RegionRegion name
MunicipalityMunicipality name
Post numberPostal code
Digital addressURL or digital contact, or if empty
AddressPhysical address
Phone numberContact phone, if set
WebsiteWebsite URL, if set
EmailContact email, if set

EDIT opens the same fields as Add organization in a side panel or dialog. Click UPDATE to save changes.


Delete an organization

Start deletion from the list Actions menu → Delete (or Permanently delete for an already soft-deleted row).

Soft delete (active organization)

  1. Read the warning. The message depends on linked accounts:
    • Organization only — the organization will be marked deleted and unreachable.
    • With supplier — the organization and the connected supplier account will be marked deleted.
    • With customer — the organization and the connected customer account will be marked deleted.
    • With supplier and customer — the organization and both connected accounts will be marked deleted.
  2. Type DELETE in the confirmation field (exact text, case-sensitive).
  3. Click DELETE.

Soft-deleting an organization automatically soft-deletes its linked Supplier and/or Customer account if those exist and are still active.

The organization remains in the list with a DELETED badge. It cannot be viewed or edited until recovered.

Permanent delete (soft-deleted organization)

For a row that is already soft-deleted, Permanently delete removes the organization record from the database permanently.


Recover an organization

For a soft-deleted organization, open ActionsRecover.

Confirm in the dialog. The organization is restored and becomes active again in the list. Recover linked Supplier and Customer accounts separately under Suppliers and Customers if they were soft-deleted with the organization.


How organizations relate to suppliers and customers

ConceptDescription
OrganizationMaster record with legal and address data (this section)
SupplierOperational supplier account tied to one organization (see Suppliers)
CustomerOperational customer account tied to one organization (see Customers)

Creating an organization here does not by itself create a supplier or customer. After the organization exists, create or link the Supplier or Customer under the corresponding menu when you need that account type.


  • Account overview — system administrator responsibilities, including organization management at a high level
  • Users — user accounts that may become Supplier admin or Customer admin for an organization