Manage Organizations

Organizations are business entities that can exist either as parent organizations or suborganizations in Payabli. This guide explains how to manage organizations in the Payabli UI.

To access the Organizations screen, navigate to Portfolio > Organizations. This is where you can view and manage all suborganizations within your organization.

For each organization record, you can:

• View organization details
• Go to the organization’s dashboard
• Edit the organization’s information
• Delete the organization

To see all options for managing an individual organization, click the three-dot menu in the Actions column.

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View an organization

To view the details of an organization from the UI, follow these steps:

1. From the Organizations screen, locate the organization you’re interested in and click the three-dot icon in the Action column.
2. Select View Details from the menu to go to the organization’s summary page. From here, you can see:
   • Name, location details, and billing information
   • The number of sub-organizations this organization has
   • The number of paypoints associated with this organization
   • Active autopays, autopay volume, transactions, and gross transaction volume
   • Points of contact for this organization
3. Once on the summary page, you can navigate to related entities:
   • Click Orgs in the top menu to view suborganizations
   • Click Paypoints in the top menu to view affiliated paypoints

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Edit an organization

To edit an organization from the UI, follow these steps:

1. From the Organizations screen, locate the organization you’re interested in and click the three-dot icon in the Action column.
2. Select Edit from the menu to open the Edit Organization modal.
3. Update the basic organization information and billing details.
4. Click Save to confirm your changes.

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View an organization dashboard

To view an organization’s dashboard from the UI, follow these steps:

1. From the Organizations screen, locate the organization you’re interested in and click the three-dot icon in the Action column.
2. Select Go to Organization from the menu.
3. The system will navigate to the selected organization’s dashboard.

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Delete an organization

To delete an organization from the UI, follow these steps:

1. From the Organizations screen, locate the organization you’re interested in and click the three-dot icon in the Action column.
2. Select Delete Organization from the menu.
3. Confirm your decision in the prompt that appears.