Before you can start using Bamboo, it's essential to add your organization(s) as it serves as the foundation. Adding your organization is a necessary step before you can proceed with adding licenses and users.
Please note that the ability to add an organization is dependent on your user role. If you are unsure about your access permissions, we recommend consulting with your system administrator for further guidance.
Add an organization
- Click Organizations in the Portal sidebar.
- Click Add.
- The Add organization pop-up window will open.
- Click Upload to add an optional image for the organization.
- Crop the images as needed and click Save.
- Type the organization's name in the Organization Name field.
- Type the organization's email address in the Organization Email field.
- Type the phone number for the organization in the Organization Phone Number field.
- To specify the number of employees in the organization, click the Employees drop-down and select the number of employees.
Specifying the organization's number of employees is not a required step.
- To specify the number of users from the organization, click the Users drop-down and select the users that belong to the organization.
Specifying the organization's users is not a required step. Users must be added to be available for selection. Users can be added at a later date by editing the organization.
- To specify the licenses assigned to the organization, click the Licenses drop-down and select the license(s) that belong to the organization.
Specifying the organization's license(s) is not a required step. Licenses must be added to be available for selection. Licenses can be added at a later date by editing the organization.
- Type the organization's primary address and percentage of excise tax in the Location section.
- Click Save to save the organization.
- The organization will appear on the Organizations page and will be available for selection within the different Bamboo applications.