Create an Organization: Difference between revisions

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* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]
* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]
* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)]
* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)]
== Creating a new Organization ==
* Under People & Organization, select '''Create Organization''' Button.
* Specify Name of Organization.  If it's a SCAD Student, '''append -SCAD to the name'''.
* Put in the correct Tag: student, commercial, vendor or film (see [[Tags we use for Organizations]])
* Specify the email address of the primary person we will be interfacing with
* Specify a phone number
* Once the JotForm comes in, make sure to update with the Address.
* Set Price Category:  '''Student''' if it's a student project, '''Film''' is it's a feature, blank otherwise.

Latest revision as of 08:41, 11 August 2020


An organization represents either a customer or a vendor. These are the entities that pay us (customers) or that we pay for services (vendor).

Some organizations can be both vendors and customers.

Because we do a large amount of business with SCAD students, we classify customers are either Students or Commercial customers and there is slightly different paperwork requirements for each category.

Creating a new Organization

  • Under People & Organization, select Create Organization Button.
  • Specify Name of Organization. If it's a SCAD Student, append -SCAD to the name.
  • Put in the correct Tag: student, commercial, vendor or film (see Tags we use for Organizations)
  • Specify the email address of the primary person we will be interfacing with
  • Specify a phone number
  • Once the JotForm comes in, make sure to update with the Address.
  • Set Price Category: Student if it's a student project, Film is it's a feature, blank otherwise.