For some customers the initial organisation may have already been created. A system can contain multiple organisations if required.

Any existing organisations will be listed and these can be edited by selecting them and clicking "Edit Selected" or by double-clicking on the organisation.

To add a new organisation, click on the "New Organisation" button. A new window for entering the new organisation details will open.

Enter the "Organisation" name. This is what will be used when the organisation is displayed in the tree view unless a different name is entered for "Display Name". The "Display Name" is optional.

The "Top Level Container Selection" is the container associated for our new organisation. All the data points and containers will be within this container.

There are three options here:

• Select an existing container by name. Users can select from a drop down of existing containers – this dropdown may be empty for new projects. If an existing container has been selected, then it can be renamed by clicking on the button labelled “Edit Organisation Container”. A window will open allowing the user to edit the name and description.

• Select an existing container by Ident. If the "Container Ident" radio button is selected, then a container ident number from within the treeview can be entered. In this instance the top-level shown in treeviews would be the container with the ident you enter. This will override anything that is named in the "Organisation" Top Level Container Selection.
• Create a new container. Create a new container by clicking on the ‘Create Organisation Container’ button. A window will appear where a name and description can be given for the new container. By default the "Container Name" and "Description" will be the same as the "Organisation".

The remaining fields are for used for two things:

• When a user forgets their password.
• Used by the "Reports" system to send out pdf reports.

Once all the details have been entered, click the "Save" button.