Managing Organizations

Manage Organizations in the Midaz Module — create, edit, delete, and switch between the top-level entities that own your Ledgers and Accounts.

The Midaz module lets you manage your Organizations directly. You can create, edit, delete, and switch between them.

Accessing the Organizations page

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To open the Organizations page, click the Organizations option in the Foundation section of the left sidebar menu.

The Organizations page lists all your Organizations in one place.

Available actions

From the Organizations page, you can:

Create an Organization

Edit an Existing Organization

Delete an Organization

Multiple Organizations

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If you have more than one Organization, you can also open the Organizations page from the navigation bar. Click the Organization icon in the left navigation bar. Then select Organizations in the pop-up window (Figure 1).

Figure 1. Alternative options to open the Organizations page for multiple Organizations.

Changing Organizations

To work on a different Organization, use the same pop-up window. Select the cog icon ().

The Organizations page opens. Find the Organization you want. Click the three dots () in the Action column. Then select Switch to this organization.