How to add a new organisation to Wink Reports - subsidiary of existing organisation

How to add a new organisation to Wink Reports - subsidiary of existing organisation


Outline

Wink Reports allows users to view and manage several Wink Reports organisations.

Follow these steps to add a new subsidiary organisation.

We recommend Wink Reports Partners add their clients to Wink Reports using this method.


1. Select Organisations from the Wink Reports ;) menu




2. Click the drop-down arrow next to the organisation that you want to add the subsidiary organisation to


3. Select the Add Organisation Here... option from the drop-down menu






4. The Add Organisation screen will be displayed. Add your new Organisation name (mandatory), Billing Email Address (mandatory) and the category of the new organisation. For partners wishing to pay the Wink Reports monthly subscription charge, please place your email address in the Billing Email Address field to ensure you are charged and not your client

 




5. Click Save to confirm your new organisation


6. Your new organisation will now appear in the Organisation Setup as a subsidiary of the original organisation




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