Add an Agency

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This article will go over how to create an agency. Multiple agencies can be helpful when needing to separate multiple department requests or if your organization has more than one location, such as towns or council districts.

Instructions

  1. Sign in to your site

  2. Navigate to the Profile menu, then select Manage Organization:The User Profile dropdown menu with the Manage Organization option highlighted.

  3. Select Request Categories:The Manage Organization screen with the Request Categories option highlighted.

  4. Select Create an Agency:The Request Categories by Agency screen with the Create an Agency ( Agency) button highlighted.

  5. Input Agency information:The Create an Agency screen with various fields and toggles displayed.

    • Location: Input the location of the agency

    • Title: Title used in dropdowns

    • Private Title: Title used in reports

    • Default permit guest reporting: Allow guest reporting by default

  6. Select Create:The Create an Agency screen with the Create button highlighted.