Managing Partner Organizations

Managing Partner Organizations

Adding Partner Organizations 

1. To add a partner to your community, select Partner Organizations from the Navigation Menu.
2. Click Add New Partner.
3. Complete the new partner information fields.
   • Fields required to create a new organization include:
     • Organization Name
     • Primary IRIS Contact name
     • Primary IRIS Contact phone
     • Primary IRIS Contact email
     • Responsible Data Use contact name
     • Responsible Data Use contact phone
     • Responsible Data Use contact email
     • Any additional fields created and required by the community
   • NOTE: Once an organization is created, team members with access to the organization can also complete the information and make edits through My Organization.
4. To finalize the new partner, click Create Organization.
   • NOTE: Once an organization is created, the Responsible Data Use Agreement will be emailed to the Responsible Data Use Contact. An organization will not be accessible to Team Members or visible to partner organizations until the Responsible Data Use Agreement has been signed.
5. Once you've created an organization, the next step is to Add Team Members. 

Deactivating Partner Organizations 

1. To deactivate a partner, select Partner Organizations from the Navigation Menu. 

2. Select the partner you would like to deactivate. 3. Check the box marked This organization is deactivated.

4. Click Update Organization.