How to create an account for shared use within an organization

Best practice in a situation where you need to create an account for your organization that you'd like multiple people to have access to is to first create a general, primary account for your organization. Then following the steps below you can add other people to view the account's contents by inviting them to create their own logins.

It is recommended you use the primary account to begin applications, provide the primary account's email address as the primary contact for reporting and applications, etc. This way the primary account will contain all your organization's history and ongoing forms and all the individual users who have been added can work on or review the information as needed.

Please Note: Information is not shared in all directions; information is only shared from the parent/primary account to the child/invited accounts.

Here are the steps to invite colleagues to the primary account so you can collaborate together:

1. Create the primary account, making sure to select "Organization" (rather than "Individual") during the registration process.
2. After logging in to the primary account, click on your name/profile in the upper right hand corner.
3. Then click on "Manage Account"
   
   
4. On the "Manage Account" screen, use the "Invite Member" button to add other colleagues to your account.
   
   
   
   
5. On the following modal just provide the other person's First and Last Name plus Email Address. They will receive an email inviting them to create their own account which will be tied to the primary account you are inviting them from, meaning that they will see any Application or Outcome forms associated with the primary account and be able to edit them, submit them, etc.
   
   

NOTE: Information is not shared in all directions; information is only shared from the parent/primary account to the child/invited accounts. Thus, as a best practice it is recommended your organization use the primary account to begin applications, provide the primary account's email address as the primary contact for reporting and applications, etc. This way the primary account will contain all your organization's history and ongoing forms and all the individual users who have been added can work on or review the information as needed.