Organizations: What They Are and How to Create Them

This article explains how to create organizations in Mazévo.

Overview

An organization is the group, department, or entity that is responsible for an event.  

To create an organization:

1. Go to Events > Organizations.


Organizations - Main Grid

2. Click Add Organization and enter information as described below.

On the Details tab: 

Organizations - Main Tab

  • Enter the Name of the new organization.
  • Enter the Address, City, State, Zip Code, and Phone.
  • Select the Organization Type, if appropriate. Organization types are used to categorize longer lists of organizations into logical groupings (e.g., Faculty, Student Groups, External).

On the Contacts tab:  

Organization - Contacts

  • Select one or more contacts that are associated with this organization by clicking the Add Contacts button, checking the box beside the appropriate contact(s), and clicking Add Contacts.

On the Billing tab, enter billing information that will be used for all new events created for this organization: 

Organizations - Billing Defaults

  • Enter the Billing Code.
  • Select the Pricing Plan.
  • Check Apply Taxes if this organization should be charged sales tax.
  • Check Apply Service Charges if this organization should be charged service charges.

3. After providing/selecting the necessary information, click Save.

Requestable Organizations

By default, a user can only make requests on behalf of organizations that they are specifically associated with. If you prefer, you can loosen this restriction and make any or all organizations available for any user making a new request by setting the Requestable flag on the organization.

Note: Organizations marked as requestable are available to any user creating a new request.  

To mark an organization as requestable:

  1. From the list of organizations, check the box next to the organization. You can select more than one organization for this operation.
  2. Choose Requestable > Yes from the menu that appears above the list of resources.  Choosing No removes the Requestable flag from the selected organizations.  

Organizations - Reqeustable

To change the pricing information for multiple organizations:

1. Check the box next to the organizations you want to modify.

2. Click Change Pricing Plan.  

Organization - change pricing

3. Select a Pricing Plan and check/clear the Apply Taxes and Apply Service Charges boxes as appropriate.  

4. Click Save.

Organizations - Change pricing plan - select new plan