What are Organization Types used for?

This article explains what organization types are used for and how to create a new organization type record.

Organization Types are used to categorize or sub-divide the organizations in the system.   Here are some examples of organization types:

  • Students
  • Faculty
  • External
  • Internal

When searching for events or running Analytics, Organization Type can be used to filter the results to quickly focus on just a specific set of organizations (customers).

To add a new organization type to the system go to Settings > Organization Types.  A list of all of the Organization Types in the system will be presented.  Press ‘Add Organization Type’ to create a new record or select an organization type from the list to edit an existing Organization Type.

When creating a new Organization, you will be prompted for the organization type for that organization.

 

This video demonstrates how to add an organization type.

Org types