Configure an Agency

Review About Agency concept and Agency Field Descriptions reference topics.

The levels within the organizational structure can be renamed to reflect your organization’s current levels. This topic refers to an Agency which is the second column starting from the first. To rename a level go to Setup > General > Terminology.

To open or create a new Agency:

  1. Go to Setup > Organizations > Institutions > Agency.
  2. Choices are:

    • Select an Institution and click Add Agency to place this new Agency in the selected Institution.

    • To copy an entire Agency, select the desired Agency and click Clone.
  3. Configure the remaining fields and check boxes provided as desired.
  4. Click Save.
Parent topic: Setup Organization