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New Organization

Administration Checklists

Administration FAQs

New Organization Wizard - Organization Name Panel

Access this panel with Administrative user rights using File>New Organization.

Use this panel to assign a name to the organization you are setting up. After completing all panels of the wizard, click the Finish button. The system creates a database with the same name as the organization name.

Your organization name will automatically be prefixed with your Organizational Unit identifier as part of the New Organization Wizard process. This helps identify your database in the Private Cloud environment. For more information, see Nonprofit Online.

 

What is the name of your organization?: Enter a unique name for the new organization. This name appears in the heading of reports. Note that when entering an organization name, you should avoid the use of symbols, such as | " / \ : * ? ; < > [ ] ' and #.

  • You can change the organization name later, using the Organization>Organization Information>Organization tab.
  • The Getting Started guide contains information about analyzing your chart of accounts structure.