In the Configuration section of the platform, you can keep your organization's information updated, add and modify users, register your programs and resources, create surveys and informed consent forms, and upload your organization's documents. Please note that the organization's details can only be edited by a user that has been assigned the Manager role.
Keeping your organization's details section up to date is very important, as this is the first thing other users see about your organization in the Community Provider Directory. This way, the process of finding and referring services between organizations will be more precise.
To set up your organization's information, programs, and documents, follow the following steps:
- In the main menu, press Settings.
- Then, click on the Details tab.
- Add and/or edit the general information about your organization.
Details about the Organization
Logo
Contact phone number
Name
Contact email
Description
Voluntary programs
Categories (social determinants)
Regions
Phone number
Populations
Email address
Presences
Web page
Chronical conditions
Date of creation
Prices
Employer Social Security Number
Wheelchair access
Incorporation certificate
Eligibility requirements
Contact name
Financing or sponsorship of entities
- Press Save.