Add/Edit an Organisation using a browser

Updated Nov 17th, 2020

Who is this guide for?

Any Users

You can store the phone and address details for the professional firms. This guide will go through adding and subsequently editing organisations on Osprey.

Step 1


To add a new organisation,

Select Case Management > Contacts & Organisations > Organisation Manager > Add Organisation

Step 2


Fill in the details, the Organisation Id should be unique and be a short description (no spaces) of the Organisation Name

Click Save when finished.

Step 3


To edit an organisation,

Select Case Management > Contacts & Organisations > Organisation Manager

Click the Pencil edit icon

You may make any changes you need and click Save, or delete the Organisation if it is no longer required.